Client Portal

Nick Johnson, CFA®, CFP®

Nick Johnson, CFA®, CFP®
PRESIDENT & CHIEF INVESTMENT OFFICER
Find me on:
 

Recent Posts

Featured Post:

Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options

After years of building your career at Chevron, climbing the ladder to specific salary grades is a significant accomplishment. However, for participants in salary grades 26 (PSG-26) and above,...
by Alexis Long, MBA, CFP®
April 21, 2025
READ MORE

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

How Waiting 15 Days to Retire May Save You $40,000 in Taxes on Your BRP Payouts

by Nick Johnson, CFA®, CFP®
November 16, 2023

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

3 Steps to Calculate Your Shell 80 Point Benefit Restoration Plan Pension Lump Sum

by Nick Johnson, CFA®, CFP®
October 25, 2018

    Companies

    Categories

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