Fourth Quarter 2025 Newsletter

Looking to align your giving with your values? Discover how purposeful philanthropy can create a legacy and support what matters most.

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.

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.

Want to make a meaningful gift without sacrificing your financial goals? See how tax-efficient giving strategies can amplify your impact.

Thinking about selling a family business? Explore how coordinated planning can turn a business milestone into a lasting legacy.

Planning a major purchase in retirement? Learn how smart withdrawal strategies can minimize taxes and maximize confidence.

See how Johnson Investment Counsel helps individuals, families, and business owners navigate complex financial decisions through customized, holistic wealth management.

Worried about concentrated stock and family security? See how a custom hedging strategy helped one family reduce risk and plan for the future.

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.

How can you protect your retirement savings from concentrated stock risk? Discover a real-world diversification strategy in this client case study.