Nick Johnson, CFA®, CFP®

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

Shell Retirement Planning & Essential Mistakes to Avoid

After a long career at Shell, several imperative considerations and decisions about your benefits, savings, and investments impact what’s available to you in retirement and what you'll face in taxes....
December 18, 2024

Biden's Tax Plan Explained for High-Income Earners Making Over $400,000

February 11, 2021

Should Your Investment Strategy Shift In The Blue Wave?

January 28, 2021

Improve Your Investment Strategy With Target Band Rebalancing

January 14, 2021

How to Train Yourself to Make Better Investment Decisions

April 07, 2020

Financial Planning Considerations While Navigating a Global Pandemic

March 13, 2020