Nick Johnson, CFA®, CFP®

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

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...
November 25, 2025

Avoid Paying 2X the Tax on Non-Deductible IRA Contributions

May 09, 2018

Tax Cuts & Jobs Act: The Basics

January 09, 2018