News and media

Johnson Investment Counsel names Joshua Basinger, CTFA®, Alex Bey, CFA, David Christian, CFA, CFP®, Christopher Godby, CFA, Joseph Henderson, CLU®, CFP®, and James Wineland, CFP®, CIMA®, AIF® as new shareholders. This brings the grand total of shareholders to 52 out of 158 employees. "Johnson Investment Counsel, one of Cincinnati’s largest wealth management firms, adds six shareholders." Cincinnati Business Courier, 7/3/2025.

Chad Maggard, CFA, Managing Director at Johnson Investment Counsel, joins the Smart Money Circle Show to share insights on building trust, navigating market uncertainty, and delivering value in every client interaction. Tune in as he offers a candid look at the wealth management industry and what it takes to thrive in challenging times. "Managing Tough Client Talks: Lessons from a $20 Billion AUM Firm." Smart Money Circle Show Hosted By Adam Sarhan, 6/16/2025.

Mary P. Burns, Esq., Vice President of Estate Planning and Senior Trust Counsel at Johnson Investment Counsel, shares her expert perspective on the upcoming expiration of the Tax Cuts and Jobs Act (TCJA) and its potential impact on estate plans for high-net-worth individuals and families. Explore her insights in the full article: "Estate Planning Is Changing in 2026 - Here's How." Financial Advisor Magazine, 6/6/2025.

Johnson Investment Counsel was named a Top Workplace by The Cincinnati Enquirer for the 12th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquire, 5/29/2025.

Charles Rinehart, Chief Investment Officer at Johnson Investment Counsel, offers a fresh perspective on the traditional divide between growth and value stocks. Read more about Charles’ insights in the full article: “Warren Buffett Invested In These 2 Growth Stocks Despite His Long History as a Value Investor.” GoBankingRates.com, 4/22/2025.

Bill Jung, CFA, Senior Research Analyst, noted a mixed but balanced quarter for Fifth Third Bank. Read more about Bill’s insights in the full article. “Fifth Third CEO offers insight on how tariffs are affecting business borrowing.” Cincinnati Business Courier, 4/21/2025.

Johnson Investment Counsel is honored to be ranked 8th in Columbus Business First’s Largest Central Ohio Financial Planners – Fee-Only list. This ranking, based on assets under management as reported by individual firms, reflects our continued commitment to providing trusted, independent financial guidance. We remain dedicated to serving our clients with personalized financial planning and investment management expertise. “Here are the 19 largest fee-only financial planning firms in Central Ohio.” Columbus Business First, 3/28/25.

Chief Executive Officer, Jason Jackman, CFA, spoke with InvestmentNews on the cost of consolidation from mergers and acquisitions and why Johnson has remained employee owned. Read the full article here: “Why these RIA firms are sitting out the M&A trend.” InvestmentNews, 3/24/2025.

Retirement brings new financial challenges, but it also opens up unique opportunities for smart tax planning. Tony Kure, CFP, discusses one of the most crucial periods— the "Golden Window"—a strategic period when retirees can take proactive steps to minimize their lifetime tax burden and secure long-term financial success. Understanding and leveraging this window can make a significant difference in preserving wealth for the years ahead. “The Golden Window: A Top Tax Strategy for the Right Retirees.” Kiplinger, 3/1/2025.

In a recent interview with The Wall Street Journal, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed Apple’s earnings. Although iPhone sales did not deliver on expectations Charles noted there is no reason to believe that once AI features are more robust consumers will upgrade. “Apple iPhone Sales Shrink Slightly as Investors Await AI Payoff.” Wall Street Journal, 1/30/2025.