Nick Johnson, CFA®, CFP®

Nick Johnson, CFA®, CFP®
PRESIDENT & CHIEF INVESTMENT OFFICER
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Recent Posts

Improve Your Investment Strategy With Target Band Rebalancing

When asked about the best ways to invest, people offer a variety of responses. Inevitably, many of these responses boil down to "buy low, sell high." Charmed by its deceptive simplicity, investors...
January 07, 2026

Improve Your Investment Strategy With Target Band Rebalancing

January 07, 2026

Retirement Planning After a Severance Package & Rediscovering Purpose

November 07, 2025

Stock Market News and Investment Insights for 2025

October 23, 2025

How to Compare: Roth Contribution vs. Roth Conversion

February 05, 2025

83(b) Elections & Performance Shares: What You Need to Know

January 23, 2025

Shell GESPP: Everything You Need to Know about The Shell Shares Plan

January 18, 2025