1. Important Update Regarding Corporate Transparency Act
    Updates

    Important Update Regarding Corporate Transparency Act

    We want to alert you to a new law tthat may impact our clients who are owners of various types of business entities. In 2021, the Corporate Transparency Act (“CTA”) was enacted. The CTA created new requirements for certain entities to report to the Financial Crimes Enforcement Network (“FinCEN”) starting on January 1, 2024.

  2. Updates

    2024 Patrick Chong Memorial Scholarship Recipients Awarded

    Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarship to two outstanding students, Sydney Richard and Robert Grimaldi.

  3. Blog: Beyond the Numbers

    Mega Backdoor Roth Strategy: Unlock Maximum Retirement Savings

    The Mega Backdoor Roth is more than an excess savings strategy; it is a potential pathway to greater financial flexibility in retirement. By harnessing the power of after-tax contributions and strategic conversions, you can greatly accelerate your retirement timeline and reduce your tax burden in retirement.

  4. Blog: Beyond the Numbers

    The Security of Social Security

    Social Security is a bedrock of retirement planning, and a key planning assumption in almost every wealth planning scenario. The important 270-page was released on May 6th with headlines indicating the projected year for “insolvency” for the Social Security Trust Fund is now 2035 as the downward trend in the ratio of workers to beneficiaries continues unabated.

  1. Quarterly Insight Newsletter 1Q2023
    Johnson Insight

    First Quarter 2024 Newsletter

    We are at a historically vulnerable point in the economic cycle, where restrictive policy leaves the economy susceptible to unexpected shocks. Current data are encouraging and suggest a return to normalcy may be on the horizon. However, the market's optimism presents heightened risks if future data disappoint. Inflation, a key variable for policy decisions, remains higher than desired. We remain in an extended state of limbo.

  2. Blog: Beyond the Numbers

    How to Design a “Paycheck” for Retirement

    To help smooth out the friction associated with this transition from working to retirement, one technique can be very helpful for a multitude of reasons: designing a “paycheck” for retirement.

  3. Johnson Insight

    Defining Quality and Its Benefits for SMID Cap Stocks

    A focus on investing in quality companies sounds good, but what does that actually mean in practice? In this paper, Managing Director of Research & Senior Portfolio Manager Brian Kute, CFA, Lead PM on Johnson’s SMID Cap Core strategy and the Johnson Opportunity Fund (JOPPX), defines what quality means for Johnson Asset Management and explains how our research team identifies high-quality companies in the SMID Cap space. He also demonstrates that a focus on high-quality stocks has historically provided long-term outperformance with downside protection and reduced volatility.

  4. Blog: Beyond the Numbers

    Reconsidering Retirement Distributions

    As the 2023 holiday season fades into memory, February ushers in tax preparation season. For retirees, managing federal and state income taxes becomes crucial as it often becomes a major yearly expense. Managing taxes effectively can give retirees more confidence in the sustainability and consistency of their retirement cash flow over what is usually a multi-decade retirement timeframe.

  1. Presentations

    2024 Virtual Wealth Management Forum

    Johnson Investment Counsel recorded our 2024 Wealth Management Forum on February 7. CEO Jason Jackman provided a brief firm update, and CIO Charles Rinehart and Managing Director Brandon Zureick provided a detailed economic and market analysis. We also welcomed special guest Andy Laperriere, Head of U.S. Policy Research for Piper Sandler in Washington, DC. He and Jason Jackman discussed the market implications of policy and political developments.

  2. Johnson Insight

    Fourth Quarter 2023 Newsletter

    Successful investing is as much about temperament as it is about analysis. Often quoted legend of value investing, Ben Graham, cited erratic behavior as a source of many of the opportunities and dangers that emerge for investors. Graham personified the market as a symbolic trading partner, “Mr. Market.” People say that Mr. Market is sometimes greedy and sometimes fearful. Last year he couldn’t make up his mind.

  3. Blog: Beyond the Numbers

    Year End Wealth Planning Checklist

    As we wave goodbye to 2023 and say hello to 2024, it's time to reflect on resilient markets amidst economic uncertainty. The year started with negative economic indicators and aggressive Fed rate hikes to combat inflation, sparking recession predictions. Surprisingly, by mid-December, we seem to have sidestepped a predicted economic downturn. Looking ahead, with storm clouds on the economic horizon, we acknowledge that some factors are beyond our control. However, taking charge of our financial destiny, we present a checklist for tangible positive impacts on cash flow, balance sheets, and peace of mind.

  4. A hand holding a mobile phone displaying news stories.
    Blog: Beyond the Numbers

    Investing's Biggest Challenge

    Looking back to very recent history with more vivid recall can be helpful as a case study in economic & market resiliency. Was it “different” even then? Is it “different” now? Or will it be “this too shall pass” be vindicated yet again?

  5. Updates

    Market Update | October 25th

    In conversations with clients in recent weeks, we have fielded a number of questions related to the economy and markets. In this video, Chief Investment Officer Charles Rinehart, CFA, CAIA, and Managing Director and Portfolio Manager Brandon Zureick, CFA discuss recent trends in the market and economy.

  6. Blog: Beyond the Numbers

    The Very Limited (But Useful) Case For Margin Borrowing

    For prudent investors and most of our clients, margin borrowing is not a tactic we employ when constructing an investment portfolio and wealth plan on which a family is expected to depend for decades and beyond. However, borrowing on margin can, in select cases, be a smart move financially when used correctly, cautiously, and in very limited circumstances.