Johnson in the News

Senior Research Analyst Bill Jung, CFA weighs in on Fifth Third Bancorp’s first-quarter earnings report, noting how Fifth Third continues to distinguish itself as a leading deposit franchise. “Fifth Third CEO Tim Spence explains how bank’s 1Q earnings show it’s handling tough environment” Cincinnati Business Courier 4/23/2024

Senior Research Analyst Joe Abbott, CFA weighs in on Procter & Gamble’s first earnings report of 2024, noting P&G is executing well although the market environment across a few regions remains challenging. “P&G reports strong profits, but misses mark on sales for a second quarter in a row” Cincinnati Business Courier 4/19/2024

Johnson Trust Company is pleased to announce Trust Counsel Alethea Teh Busken, Esq., has earned her Certification in Estate Planning, Trust and Probate Law from the Ohio Bar Association. This rigorous certification allows attorneys to position themselves as specialists in their field. Alethea is one of only 13 lawyers in the state to be newly certified this year.

Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on March inflation data and the impact it is likely to have on Federal Reserve rate cut decisions this year. Noting that these higher-than-expected inflation numbers are likely to mean few rate cuts this year than initially anticipated. "Investors hold out for rate cuts as inflation rises”  Spectrum News 1  4/14/2024

Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on Biden’s billionaire tax proposal. Noting the difficulty in implementing this type of tax as billionaires often don’t have a typical paycheck. "The big flaw in Biden’s billionaire tax proposal, according to experts.” Yahoo! Finance 4/6/2024

Johnson Investment Counsel ranked 8th in Columbus Business First’s “Largest Central Ohio Financial Planners – Fee Only.” The ranking is based on assets under management reported by individual firms via an online survey. Columbus Business First, 3/28/24

Senior Research Analyst Joe Abbott, CFA weighs in on Kroger’s fourth-quarter 2023 earnings report, noting that fiscal 2024 guidance looks solid. “Kroger stock soars after 4Q earnings, guidance exceed estimates” Cincinnati Business Courier 3/7/2024

Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on the Federal Trade Commission’s attempt to block the acquisition of Albertsons by the Kroger Company. Noting how although there are strong arguments for the deal to go though, there are also points in favor for the FTC to shut it down. "Roadblock:  Kroger is trying to get past the FTC’s efforts to halt its $24.6B acquisition of rival grocer Albertsons” Cincinnati Business Courier 3/6/2024

Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the Fed’s decision to keep rates steady at the most recent FOMC meeting with Spectrum News 1, noting that the Fed pushed back a bit on the notion they are going to be lowering rates in the very near term. “The Federal Reserve isn’t moving so fast on cutting rates” Spectrum News 1, 2/4/2024

CEO Jason Jackman, CFA spoke with Asset TV about the change in market sentiment, economic risks to watch in the new year, and the impact of elections on market performance. “What to Tell Clients Concerned about the 2024 Election” Asset TV, 2/1/2024

Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on how the large bank failures that occurred in early 2023 have continued to impact the banking industry. Noting how these failures may increase regulations on all banks moving forward. "Last year’s SVB Signature Bank failures are now costing Ohio banks hundreds of millions of dollars.” Cleveland.com, 1/26/2024

Senior Research Analyst Bill Jung, CFA weighs in on Fifth Third Bancorp’s fourth-quarter earnings report, nothing how successful Fifth Third appears to be at managing the headwinds facing the banking industry.  “Fifth Third CEO Tim Spence: Bank ‘in position to play offense’ when it comes to making loans in ‘24” Cincinnati Business Courier 1/23/2024

Senior Research Analyst Bryan Andress, CFA weighs in on General Electric’s 2023 earnings release, noting the strong showing of GE’s Aerospace segment.  “GE Aerospace, GE Vernova ‘ready to launch’ ahead of April spinoff” Cincinnati Business Courier 1/23/2024

Senior Research Analyst Joe Abbott, CFA weighs in on Procter & Gamble’s final earnings report of 2023, emphasizing the growing significance of volume growth to investors. “P&G’s higher prices, productivity growth offset sluggish sales ahead of expected 2024 slowdown” Cincinnati Business Courier 1/23/2024

Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the interest rate outlook for 2024 with Spectrum News 1, noting that steady interest rates and slowing economic growth could bring positive developments for consumers. “Consumers May See Some Relief in 2024” Spectrum News 1, 12/31/2023

Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan.  “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023

Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan.  “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023

Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan.  “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023

Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan.  “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023

Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan.  “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023

Johnson Investment Counsel Chief Investment Officer Jason Jackman, CFA, is included in Cincinnati 300, Cincinnati Magazine’s 2023 list of the city’s most influential leaders. Cincinnati Magazine, 11/13/2023.

Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the U.S. jobs report with Spectrum News 1, sharing that gains across the U.S. economy slightly surpassed economists’ expectations. Zureick also pointed out that the outlook is even better for Ohio where reshoring and new manufacturing activity will continue to support regional job growth. “Impact of U.S. Jobs Report on Ohio” Spectrum News 1, 12/11/2023

Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the recent federal spending bill with Spectrum News 1, highlighting its implications for the economy. The efforts to prevent a government shutdown were particularly welcome news, especially considering the holiday travel season.   Zureick also noted that the pace of inflation is moderating, which is positive news for both consumers and investors.  "Impact of Government Spending Bill and the Consumer Price Index" Spectrum News 1, 11/20/2023

Senior Research Analyst Bill Jung, CFA, weighs in on Fifth Third’s third-quarter earnings in a Cincinnati Business Courier article: "Fifth Third CEO on 3Q earnings: ‘It was one of the better quarters anybody posted’" Cincinnati Business Courier, 10/24/2023.

Senior Research Analyst Joe Abbott, CFA, weighs in on P&G’s revised earnings expectations in a Cincinnati Business Courier article: " Procter & Gamble beats Wall Street expectations in first-quarter earnings report, revises 2024 guidance " Cincinnati Business Courier, 10/19/2023.

Forbes ranked Johnson Investment Counsel 52 in the nation in their 2023 “America’s Top RIA Firms” ranking. Forbes, 10/11/23.

Barron’s ranked Johnson Investment Counsel 36 in the nation in their 2023 “Top 100 RIA Firms” ranking. Barron's, 9/18/23.

Senior Research Analyst Joe Abbott, CFA, weighs in on Kroger’s lower than expected same-store sales growth in the Cincinnati Business Courier article: " Kroger CEO Rodney McMullen on store divestitures: ‘We've addressed all the questions the FTC would have’" Cincinnati Business Courier, 9/11/2023.

Managing Director of Northeastern Ohio Market Tony Kure, CFP® weighs in on Moody’s Investors Service’s  “negative outlook” rating of PNC, Citizens, Fifth Third, Huntington banks in Cleveland.com article: " Moody’s gives ‘negative outlook’ to PNC, Citizens, Fifth Third, Huntington banks. But what does that mean?" Cleveland.com, 8/11/2023.

Senior Research Analyst Joe Abbott, CFA, weighs in on P&G’s earnings expectations in a Cincinnati Business Courier article: "P&G beats earnings expectations, forecasts even stronger sales in 2024" Cincinnati Business Courier, 7/28/2023.

Johnson Investment Counsel ranked 4th in Cincinnati Business Courier’s “Largest Greater Cincinnati Money Management Firms.” The ranking is based on assets under management reported by individual firms via an online survey. Cincinnati Business Courier, 7/24/2023.

Johnson Investment Counsel ranked as the 29th largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2023 RIA Ranking." Financial Advisor Magazine, 7/17/2023.

Senior Research Analyst Bill Jung, CFA, weighs in on Fifth Third’s second-quarter earnings in a Cincinnati Business Courier article: "Fifth Third defies industry trends amid 'difficult environment. ' Here's what its CEO is saying" Cincinnati Business Courier, 7/21/2023.

Johnson Investment Counsel names Bryan Andress, CFA, Sandy Himmelsbach, CFP®, ChSNC®, Ryan Martin, CFA, Laura Mattern, CFA, CFP®, Max Monk, CFA, Justin Rowden, CFP®, and Michael Timm, CFA, CFP® as new shareholders. This brings the grand total of shareholders to 48 out of 158 employees. Cincinnati Business Courier, 7/14/2023.

CEO Jason Jackman, CFA spoke with Spectrum News 1 about interest rates being paused and the possible impact on the economy and inflation.  Jackman touched on why Americans should enjoy the “skip” on interest rates by the Federal Reserve, while it determines what its next move will be for the future in the interview: " What the Federal Reserve pause on interest rate hikes means for Americans." Spectrum News 1, 6/25/2023

Johnson Investment Counsel named a Top Workplace by The Cincinnati Enquirer for the 10th year in a row.

JIC Senior Research Analyst Joe Abbott, CFA talks about Kroger’s first-quarter earnings in the Cincinnati Business Courier’s article “Why Analysts Aren’t Thrilled by Kroger’s First Quarter Results.” Cincinnati Business Courier, 6/15/2023.

CEO Jason Jackman, CFA spoke with Spectrum News 1 about the debt ceiling being suspended until 2025 and the impact on Federal Reserve's next decision. Jackman touched on the possibility of a recession in 2023 and what that will mean for the banking sector and borrowers in general in the interview: " Debt ceiling suspension impact on Federal Reserve's next." Spectrum News 1, 6/11/2023

Johnson Investment Counsel ranked 19th in Crain’s Cleveland Business 2023 “Investment Advisor List.” The ranking is based on assets locally managed by the firms reported by individual firms via an online survey. Crain’s Cleveland Business, 5/15/2023.

CEO Jason Jackman, CFA spoke with Asset TV for their Meet the RIA series, discussing the firm’s inception, many of the firm’s strategic advantages, and the philosophy and approach that has allowed us to grow into one of the nation’s largest RIAs managing over $17 billion. "Meet the RIA: Johnson Investment Counsel." Asset TV, 5/1/2023

CEO Jason Jackman, CFA spoke with Asset TV about Q1 earnings, stress within regional banks, and insights on the likelihood of a recession. Jackman highlighted the importance of the firm’s focus on quality in portfolio construction and discussed where he’s investing client funds right now in the interview: "Lingering Regional Bank Stress and Recession Outlook." Asset TV, 4/25/2023

VP of Trust Services Tara N. Adams, CTFA, was interviewed by ForthRight Women on the topic of “getting out of your own way.”  Cincinnati Refined shared the interview as a part of their “Redefining the Art of Being an Executive Mom” series. Cincinnati Refined, 4/24/2023.

Johnson Investment Counsel ranked 7th in Columbus Business First’s “Largest Central Ohio Financial Planners-Fee Only.” The ranking is based on assets under management reported by individual firms via an online survey. Columbus Business First, 3/31/2023.

VP of Trust Services Tara N. Adams, CTFA, was interviewed by Amy Scalia for International Women's Day. The two discussed Johnson Investment Counsel’s female-focused programming for this Local12 and Cincinnati Refined segment. Cincinnati Refined, 3/8/2023

Our Powerhouse Donna Salyers featured in February’s Movers & Makers Magazine. Check out the feature on page 42: “Salyers shares insights at women’s networking event” Movers & Makers Magazine, 1/24/2023.

Senior Research Analyst Bill Jung, CFA, weighs in on why Fifth Third’s fourth quarter 2022 earnings surprised analysts in a Cincinnati Business Courier article: "Fifth Third’s Fourth Quarter 2022 Earnings Surprised Analysts; here’s why " Cincinnati Business Courier, 1/19/2023.

Barron’s ranked Johnson Investment Counsel as 38th in the nation in their 2022 “Top 100 RIA Firms” ranking. Barron's, 9/19/22.

Johnson Investment Counsel ranked 3rd in Cincinnati Business Courier’s “Largest Greater Cincinnati Money Management Firms.” The ranking is based on assets under management reported by individual firms via an online survey. Cincinnati Business Courier, 7/22/2022.

Johnson Investment Counsel ranked as 30th largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2022 RIA Ranking." Financial Advisor Magazine, 7/15/2022.

Chief Investment Officer Charles Rinehart, CFA, CAIA, weighs in on what local stocks investors should be investing in right now in a Cincinnati Business Courier article: "Here are the best, worst Cincinnati stocks as market hits bear territory." Cincinnati Business Courier, 6/14/22.

Managing Director Tony Kure, CFP® discusses annuities as a part of retirement plans in the Fiduciary News article “The Good, The Bad, And The Ugly On Annuities In 401k Plans.” Fiduciary News, 3/15/2022.

Research Analyst Joe Edelstein, CFA weighs in on Kroger’s potential purchase of rival Albertsons in Cincinnati Business Courier article: “Could Kroger buy nation’s second-largest traditional supermarket chain?” Cincinnati Business Courier, 3/2/2022.

JIC’s Columbus office has ranked 9th on the Columbus CEO Leaderboard for wealth management firms, based on assets under local management. Columbus CEO, 10/26/2021.

Johnson Investment Counsel tops the list of local firms on Barron’s prestigious annual ranking of the nation’s top registered investment advisory firms. Read "Barron’s ranks three Cincinnati investment firms among nation’s top 100." Cincinnati Business Courier, 11/16/2021.

Managing Director Vince Russell discusses transfer of business ownership in Dayton Business Journal article, “Succession planning: Dayton estate planners talk best practices — and biggest pitfalls.” Dayton Business Journal, 11/2/2021.

Johnson Investment Counsel President Jason Jackman is included in Cincinnati 300, Cincinnati Magazine’s 2021 guide to the most powerful business leaders in the region. Cincinnati Magazine, 10/1/2021.

Barron’s ranked Johnson Investment Counsel as 37th in the nation in their 2021 “Top 100 RIA Firms” ranking. Barron's, 9/20/21.

JIC’s Dayton office is featured in Dayton Business Journal article, “These 5 factors are powering Johnson Investment Counsel's growth in Dayton.” Dayton Business Journal, 9/9/2021.

Joe Edelstein, CFA discusses supermarket stock performance in Cincinnati Business Courier article: “Kroger stock jumps to all-time high.” Cincinnati Business Courier, 9/7/2021.

Joe Edelstein, CFA discusses retail delivery options in Cincinnati Business Courier article: “Walmart launches delivery for other retailers; here’s how it will impact Kroger.” Cincinnati Business Courier, 8/24/2021.

Johnson Investment Counsel ranked as 23rd largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2021 RIA Ranking." Financial Advisor Magazine, 7/16/2021.

Johnson Investment Counsel ranked 4th among “Greater Cincinnati’s Largest Money Management Firms” by Cincinnati Business Courier.  Cincinnati Business Courier, 7/16/2021.

Johnson Trust Company President Michael Barnes, Esq., CTFA, discusses tax-favored charitable gifting in Goering Center News article, “Unlock the charitable capital in S-Corporation stock in a tax-favored way.” Goering Center News, 7/1/2021.

President Jason Jackman participates in RIA Roundtable: “Inflation, M&A, Virtual Meetings & Technology with Asset TV.” Asset TV, 6/24/2021.

Joe Edelstein, CFA discusses eat-at-home trend and its impact on local grocery business in Cincinnati Business Courier article: “How Kroger is affected by eat-at-home vs. restaurant trend.”  Cincinnati Business Courier, 6/17/2021.

Joe Edelstein, CFA discusses Kroger first quarter earnings in Cincinnati Business Courier article: “Here's how Kroger’s first-quarter earnings beat analysts' expectations.”  Cincinnati Business Courier, 6/17/2021.