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Nick Johnson, CFA®, CFP®

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

Featured Post:

Stock Market News and Investment Insights for 2025

by Nick Johnson, CFA®, CFP®
June 27, 2025
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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

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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