1. Image of the Cincinnati, Kenwood office's front desk in the lobby.
    Quarterly Insight

    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.

  2. 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.

  3. 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.

  4. 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.

  1. Quarterly Insight Newsletter 2Q2023
    Quarterly Insight

    Second Quarter 2024 Newsletter

    The market’s reaction to the current economic data resembles jamais vu. The term is taken from the French for meaning “never seen,” and refers to the experience of feeling as though an event or experience is brand new despite experiencing it numerous times in the past. This concept of jamais vu resonates with investor psychology, particularly regarding the most dangerous four words in finance: “this time is different.”

  2. Quarterly Insight Newsletter 1Q2023
    Quarterly 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.

  3. Quarterly 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. Quarterly 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.

  1. Quarterly Insight

    Third Quarter 2023 Newsletter

    This year's market has felt more like that maze with each passing quarter. The initial wide-eyed enthusiasm and AI-driven investing in the first half of the year has been
    replaced by a range of worries. Labor strikes, the resumption of student loan payments, and potential government shutdowns have dominated the financial news cycle. Inflation concerns, a growing deficit, and Fed policy loom large, pushing interest rates higher and bringing volatility back to the stock and bond markets. In the midst of all this, I thought the best use of this quarter's newsletter would be to zoom out and take a fresh look at the map.

  2. Quarterly Insight Newsletter 2Q2023
    Quarterly Insight

    Second Quarter 2023 Newsletter

    The S&P 500 is up over 20% from the lows it set last October. All in all, I’d say the year so far has been off to a surprisingly pleasant start. The 2023 economic environment has hardly been a walk in the park. We’ve seen the Leading Economic Index continues to fall. The current reading, -7.9%, is a level which has preceded or coincided with the recession, without fail, going back at least 30 years

  3. Quarterly Insight Newsletter 1Q2023
    Quarterly Insight

    First Quarter 2023 Newsletter

    The S&P 500 gained 7% in the first quarter despite banking sector turmoil and economic anxiety. In typical fashion, early action reflected a reversal from themes that drove last year’s markets. The tech sector showed significant strength after taking a massive hit in 2022. Read Johnson Investment Counsel's 1Q2023 Quarterly Insight newsletter including a Market Update, JIC Blog: Interest Rates and Asset Allocation, and other JIC news.

  4. Quarterly Insight

    Fourth Quarter 2022 Newsletter

    After several years of pandemic impact on our daily lives, we’ve all been longing for a return to normalcy. 2022 was anything but normal—with a bear market in stocks, the worst bond market since the 18th century, and inflation levels not seen since the early 80s. Read Johnson Investment Counsel's 4Q2022 Quarterly Insight newsletter including a letter from CEO Jason Jackman, a Market Update, and other JIC news.