Recent Insights
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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.
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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.
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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.
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2026 Patrick Chong Memorial Scholarships Awarded
Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarships to two outstanding students, Emma Moulas and Ginny Theobald.
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Estate Planning, a Client Story
Is your estate plan aligned with your goals today? Learn why taking a closer look at your estate documents can help ensure your wishes are carried out as intended.
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When Swapping an Annuity Makes Sense, and When It Doesn't
A 1035 exchange can lower annuity fees, improve investment options, and preserve tax deferral—but it requires careful evaluation. Learn when it makes sense, key risks, and the value of objective, fee-only advice.
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Johnson Investment Counsel Names Two New Shareholders
Johnson Investment Counsel is pleased to announce two new shareholders to the firm. The shareholders include: Andrea Ernst, CFP®, and Andrew Kucia, CFP®.
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Your Guide to P&G PST Distributions & Tax Implications
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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The Doctor Test: A Practical Way to Evaluate a True Fiduciary
When discussing wealth planning advice with clients and prospective clients, it’s not uncommon for one question to either be explicitly articulated or considered privately: “How do we know the advice we’re receiving is truly in our best interest?” In recent years, the term “fiduciary” has become central to that conversation.
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Purposeful Philanthropy, a Client Story
Looking to align your giving with your values? Discover how purposeful philanthropy can create a legacy and support what matters most.
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The Five Numbers You Need to Know for Uncertain Times
Financial headlines offer endless reasons to worry, moving fast and designed to alarm. The anxiety is understandable, but predictions are only guesses. What matters more is perspective. Five numbers don’t predict the near future, but they show how markets have held up through wars, recessions, and crises, and what that history means for supporting your life and legacy.
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First Quarter 2026 Newsletter
Read our 1Q 2026 Quarterly Insight newsletter, including this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, this month's JIC Blog, "Five Numbers You Need to Know For Uncertain Times," and this quarter's JIC employee news.
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First Quarter 2026 Market Update
The year opened with the strongest economic momentum we’ve seen in a while—broader market strength, improving consumer conditions, and signs of a healthier expansion. Then a sudden geopolitical conflict disrupted a key global energy route and introduced a wave of volatility. In this quarter’s update, CIO Charles Rinehart explains how quickly the landscape shifted, what history suggests about moments like this, and why long-term investors may still have reasons to stay confident.
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Tax Efficient Gifting, a Client Story
Want to make a meaningful gift without sacrificing your financial goals? See how tax-efficient giving strategies can amplify your impact.
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