One of our more important responsibilities to our clients is to communicate in an open and direct manner. Some of our comments and statements in the above documents and audio recordings are based on current management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. You can identify forward-looking statements by words such as “may,” “will,” “believe,” “attempt,” “seem,” “think,” “expect,” “ought,” “try,” and other similar terms. We cannot promise future results. Our opinions are a reflection of our best judgment at the time these documents and audio recordings were created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.
2018 Wealth Management Forum
Subscribe to our blog and newsletter
Related Insights
-
Presentations A Simple Approach to Understanding Your P&G Profit Sharing Trust (PST) Distribution Options
Current and former P&G employees can learn more about their Profit Sharing Trust (PST) distribution options during this informative webinar. Former P&G Finance/Brand Management employee, Mike Stanis, CFA, CFP®, MBA, is a Portfolio Manager and the Procter and Gamble (P&G) Retirement Plans Director at JIC. He spent 17+ years with P&G and will share what he learned about transitioning from P&G so that you can make the best decisions for your family.
-
Updates Johnson Investment Counsel Names Six New Shareholders
Johnson Investment Counsel is pleased to announce six new shareholders to the firm. The shareholders include: Joshua Basinger, CTFA®, Alex Bey, CFA, David Christian, CFA, CFP®, Christopher Godby, CFA, Joseph Henderson, CLU®, CFP®, and James Wineland, CFP®, CIMA®, AIF®.
-
Updates First Quarter 2025 Market Update
CIO, Charles Rinehart, CFA, CAIA, discusses the market volatility in light of recent tariff changes. The S&P 500 fell 4.3% in Q1, while bonds rose nearly 3%. April brought sharp market swings as trade tensions with China escalated. The Fed held rates steady amid cooling inflation. We remain focused on disciplined, diversified investing through uncertainty.
-
Quarterly Insight First Quarter 2025 Newsletter
This quarter’s market update from CIO Charles Rinehart, CFA, CAIA, the JIC Beyond the Numbers blog “Should We Pay off the Mortgage Before or In Retirement?” by Managing Director of Northeastern Ohio Market and Senior Portfolio Manager, Anthony Kure, CFP®, and, as always, catch up on all of your JIC employee news.
-
Presentations 2025 Virtual Wealth Management Forum
Johnson Investment Counsel recorded our 2025 Wealth Management Forum on February 4. CEO Jason Jackman provided a brief firm update, and CIO Charles Rinehart and Managing Director Brandon Zureick shared a detailed economic and market analysis.
-
Quarterly Insight Fourth Quarter 2024 Newsletter
Letter from Chief Executive Officer Jason Jackman, CFA, this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, and, as always, catch up on all of your JIC employee news.
-
Updates Fourth Quarter 2024 Market Update
Chief Investment Officer, Charles Rinehart, CFA, CAIA, eviews 2024’s strong market performance, highlighted by a 25% S&P 500 return and tech-driven growth, and outlines key themes for 2025. With a new administration’s policy shifts, evolving Federal Reserve actions, and market volatility ahead, opportunities and risks abound. Despite high valuations, disciplined investments in reasonably priced stocks can yield results. The firm remains prepared to navigate 2025’s uncertainties and opportunities.
-
Updates Johnson Investment Counsel Surpasses $20 Billion
Johnson Investment Counsel, an independent wealth management and advisory firm, is proud to announce it surpassed $20 billion in assets under management (AUM).
-
Quarterly Insight Third Quarter 2024 Newsletter
Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, JIC Blog article: Estate Tax Law Scheduled to Change from Vice President of Estate Planning and Senior Trust Counsel, Mary Burns, Esq., and, as always, catch up on all of your JIC employee news.
-
Updates Third Quarter 2024 Market Update
Chief Investment Officer, Charles Rinehart, CFA, CAIA, breaks down a surprising third quarter. From a major Federal Reserve rate cut to a shift in market leadership, this update covers everything you need to know about stocks, bonds, and where the economy might be headed next. Plus, find out why the upcoming election may not impact markets as much as you think.