Recent Posts
Featured Post:
BP Stock Outlook: What Should You Do Next?
Not long ago, BP was sitting in the mid-$30s. It felt steady. Now, as I write this, BP plc is trading around $45.41—well above its 200-day moving average near $35. We were hoping it was stabilizing...
The Importance of Diversification: How Much Company Stock is Too Much in Your Portfolio?
by Nick Johnson, CFA®, CFP®
March 19, 2021
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
Avoid Paying 2X the Tax on Non-Deductible IRA Contributions
by Nick Johnson, CFA®, CFP®
May 09, 2018
High Yield Online Savings Accounts vs. Traditional Banking: How do Interest Rates Impact Your Savings
by Nick Johnson, CFA®, CFP®
April 16, 2018

