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Nick Johnson, CFA®, CFP®

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

Featured Post:

Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit

High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
by John Siegel, CFP®, EA
November 25, 2025
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How To Use a Backdoor Roth for Tax-Free Savings

by Nick Johnson, CFA®, CFP®
November 25, 2024

401(K) Income Limits: The Mistake Professionals Earning Over $350,000 Often Make

by Nick Johnson, CFA®, CFP®
November 21, 2024

How IRS Segment Rates Can Impact Your Shell 80 Point Pension BRP Payout

by Nick Johnson, CFA®, CFP®
November 21, 2024

Shell Pension Transfer to Prudential: A Guide for Shell Retirees

by Nick Johnson, CFA®, CFP®
May 10, 2024

What You Need to Know About Shell Retiree Health Insurance

by Nick Johnson, CFA®, CFP®
August 15, 2023

7 Questions to Consider When Holding Company Energy Stock in Your Portfolio

by Nick Johnson, CFA®, CFP®
June 29, 2022

The Importance of Diversification: How Much Company Stock is Too Much in Your Portfolio?

by Nick Johnson, CFA®, CFP®
March 19, 2021

Improve Your Investment Strategy With Target Band Rebalancing

by Nick Johnson, CFA®, CFP®
January 14, 2021

How to Train Yourself to Make Better Investment Decisions

by Nick Johnson, CFA®, CFP®
April 07, 2020

What You Should Know About Backdoor Roth IRAs vs. Brokerage Accounts

by Nick Johnson, CFA®, CFP®
May 01, 2019

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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057