Recent Insights
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Second Quarter 2025 Market Update
CIO, Charles Rinehart, CFA, CAIA, covers a whirlwind first half of 2025—from tariff shocks and geopolitical flare-ups to a major tax bill that could shape the years ahead. Despite the chaos, markets posted surprisingly strong returns, masking the risks still lurking beneath the surface. We also examine shifting investor sentiment and why now may be the time to stay alert, not complacent.
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2025 Patrick Chong Memorial Scholarships Awarded
Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarship to two outstanding students, Melina Busken and Gretchen Phelps.
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Johnson Investment Counsel Names Six New Shareholders
Johnson Investment Counsel is pleased to announce six new shareholders to the firm. The shareholders include: Joshua Basinger, CTFA®, Alex Bey, CFA, David Christian, CFA, CFP®, Christopher Godby, CFA, Joseph Henderson, CLU®, CFP®, and James Wineland, CFP®, CIMA®, AIF®.
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First Quarter 2025 Market Update
CIO, Charles Rinehart, CFA, CAIA, discusses the market volatility in light of recent tariff changes. The S&P 500 fell 4.3% in Q1, while bonds rose nearly 3%. April brought sharp market swings as trade tensions with China escalated. The Fed held rates steady amid cooling inflation. We remain focused on disciplined, diversified investing through uncertainty.
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Market Update: Staying the Course Through Continued Volatility
Following last week's significant tariff announcements and subsequent market turbulence, we've experienced yet another week of heightened volatility. Policy uncertainty continues to drive sharp swings in markets, and we want to provide clarity on recent developments and our approach moving forward.
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Market Update: Navigating Tariff-Driven Volatility
This week, the U.S. announced a broad set of new tariffs on imported goods—one of the most significant trade policy moves in decades. While markets were generally expecting an increase in tariffs, the announced policy exceeded even the most aggressive forecasts. This has triggered significant market volatility, and we want to provide clarity on what this means and how we’re managing through it.
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Fourth Quarter 2024 Market Update
Chief Investment Officer, Charles Rinehart, CFA, CAIA, eviews 2024’s strong market performance, highlighted by a 25% S&P 500 return and tech-driven growth, and outlines key themes for 2025. With a new administration’s policy shifts, evolving Federal Reserve actions, and market volatility ahead, opportunities and risks abound. Despite high valuations, disciplined investments in reasonably priced stocks can yield results. The firm remains prepared to navigate 2025’s uncertainties and opportunities.
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Johnson Investment Counsel Surpasses $20 Billion
Johnson Investment Counsel, an independent wealth management and advisory firm, is proud to announce it surpassed $20 billion in assets under management (AUM).
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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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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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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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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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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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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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