Recent Insights
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The Comfort of Conservative Investing: Balancing Peace of Mind with Long-Term Growth
For many approaching or in retirement, the portfolio becomes more than just a balance of stocks and bonds—it represents a cash flow lifeline and a potential legacy for future generations. So, it’s perfectly understandable to minimize anxiety, opting for stable returns and lower volatility. But what if that peace of mind comes at a cost? The cost of long-term financial opportunity? How can we balance these competing priorities?
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Second Quarter 2025 Newsletter
This quarter’s market update from Chief Investment Officer Charles Rinehart, CFA, CAIA, the JIC Beyond the Numbers blog “The Comfort of Conservative Investing: Balancing Peace of Mind with Long-Term Growth” 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.
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Second Quarter 2025 Market Update
CIO, Charles Rinehart, CFA, CAIA, covers a whirlwind first half of 2025—from tariff shocks and geopolitical flare-ups to a major tax bill that could shape the years ahead. Despite the chaos, markets posted surprisingly strong returns, masking the risks still lurking beneath the surface. We also examine shifting investor sentiment and why now may be the time to stay alert, not complacent.
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2025 Patrick Chong Memorial Scholarships Awarded
Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarship to two outstanding students, Melina Busken and Gretchen Phelps.
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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.
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Annuities: Peace of Mind for a Price
For many nearing retirement, the decision to purchase an annuity isn’t about returns—it’s about peace of mind. But what are you really paying for that feeling of safety? With annuity sales reaching record highs, it's time to unpack the psychological tradeoffs, hidden costs, and key risks.
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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®.
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Should We Really Wait Until 70 to Claim Social Security?
Timing your Social Security claim is a critical decision that impacts retirement cash flow, portfolio strategy, and long-term financial security. While delaying benefits can boost lifetime income, the right choice depends on personal health, lifestyle goals, and peace of mind—not just the numbers.
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The Case for Independence: Why We Stand Apart in an Era of RIA Mergers & Acquisitions
As the wealth management industry continues to consolidate, we remain unwavering in our mission: to deliver independent, client-first financial guidance, free from external pressures or competing interests.
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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.
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Should We Pay off the Mortgage Before or In Retirement?
Paying off a home might not be the optimal financial decision, and there are many variables involved in analyzing the data. By using reasonable assumptions and a well-thought-out plan, the numeric disadvantages, when put in proper context, could be far outweighed by the advantages of peace of mind and contentment.
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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.
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Market Update: Staying the Course Through Continued Volatility
Following last week's significant tariff announcements and subsequent market turbulence, we've experienced yet another week of heightened volatility. Policy uncertainty continues to drive sharp swings in markets, and we want to provide clarity on recent developments and our approach moving forward.
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Market Update: Navigating Tariff-Driven Volatility
This week, the U.S. announced a broad set of new tariffs on imported goods—one of the most significant trade policy moves in decades. While markets were generally expecting an increase in tariffs, the announced policy exceeded even the most aggressive forecasts. This has triggered significant market volatility, and we want to provide clarity on what this means and how we’re managing through it.
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