Insights | Johnson Investment Counsel

Recent Insights

Trump Accounts: A New Tool for Children and Grandchildren, But Not a Planning Panacea

Trump Accounts introduce an interesting new planning option, but they are not the revolutionary wealth-building vehicle some early commentary may have suggested. For many families, 529 plans, custodial Roth IRAs, UTMAs, and traditional taxable investment accounts will continue to play the primary role in helping children and grandchildren build wealth.
Second Quarter 2026 Market Update

The first half of 2026 brought strong economic growth and market gains, alongside unexpected challenges including geopolitical tensions and AI-driven semiconductor shortages. In this mid-year update, CIO Charles Rinehart, CFA, CAIA, and Senior Managing Director Brandon Zureick, CFA discuss what shaped markets so far and what may lie ahead for investors.
Second Quarter 2026 Newsletter

Read our 2Q 2026 Quarterly Insight newsletter, including this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, this month's JIC Blog, "Trump Accounts: A New Tool for Children and Grandchildren, But Not a Planning Panacea," and this quarter's 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.

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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.

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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.

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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.

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Updates

2023 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, Grace Gehner and Sosi Mahdasian.

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Updates

Johnson Investment Counsel Names Seven New Shareholders

Johnson Investment Counsel is pleased to announce nine new shareholders to the firm. The shareholders include Bryan J. Andress, CFA, Sandy F. Himmelsbach, CFP®, ChSNC®, R. Ryan Martin, CFA, Laura R. Mattern, CFA, CFP®, Maxwell T. Monk, CFA, Justin T. Rowden, CFP®, and Michael R. Timm, CFA, CFP®.

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