Managing Director Chad Maggard authored a piece for Kiplinger that outlines the key steps families can take to prepare their children for inheritance long before assets actually change hands. “Practical Ways To Prepare Your Children For Their Inheritance.” Kiplinger, 8/11/2026.
Johnson Investment Counsel Senior Research Analyst Joe Abbott shared his insights on Procter & Gamble’s Q4 earnings with Cincinnati Business Courier, citing cost inflation and reorganization obstacles due to the company’s mixed results. “P&G names new chairman as former CEO and company veteran Jon Moeller retires.” Cincinnati Business Courier, 7/29/2026.
Johnson Investment Counsel Senior Research Analyst Bill Jung shared his perspective with Cincinnati Business Courier’s Steve Watkins, discussing the significance of Fifth Third’s tangible book value growth following the acquisition and what it signals about the integrations’ progress. “Fifth Third CEO says expense saving improve in wake of $10.9B Comerica acquisition.” Cincinnati Business Courier, 7/20/2026.
We’re honored to be recognized by Financial Advisor Magazine as one of the industry’s largest RIAs again this year. We’re grateful to our clients for their trust and our employees for making this recognition possible. 2026 RIA Ranking.” Financial Advisor Magazine, 7/10/2026.
CEO Jason Jackman spoke with Asset TV for their Meet the RIA series, discussing the firm’s evolution, areas of growth and success, and how our family office approach helps distinguish the firm in today's wealth management landscape. "Meet the RIA: Johnson Investment Counsel." Asset TV, 7/9/2026.
This week, Kroger announced its plans to acquire Giant Eagle in a $1.7 billion deal. Senior Research Analyst Joe Abbott shared his perspective with the Cincinnati Business Courier’s Steve Watkins on how the acquisition fits into Kroger’s earnings and objectives. “Kroger Acquiring Supermarket Chain for $1.7B.” Cincinnati Business Courier, 7/1/2026.
Johnson Investment Counsel names Andrea Ernst, CFP® and Andrew Kucia, CFP® as new shareholders. This brings the grand total of shareholders to 51. "Johnson Investment Counsel, one of Cincinnati’s largest wealth management firms, adds two shareholders." Cincinnati Business Courier, 6/22/2026.
Following Kroger’s recent quarterly earnings release, senior research analyst Joe Abbott, CFA, shared his perspective with Cincinnati Business Courier’s Steve Watkins on investor reaction to the results and the company’s strategy under new CEO Greg Foran. Joe discussed how Kroger’s cost-savings initiatives and macroeconomic pressures could shape the company’s path moving forward. “Kroger Co. Shares Plummet After New CEO Foran’s First Quarterly Results.” Cincinnati Business Courier, 6/18/2026.
Our chief economist, Brandon Zureick, shared his perspective ahead of the meeting and post-decision insights from Warsh’s first meeting with Kiplinger’s Karee Venema. “June Fed Meeting: Updates and Commentary.” Kiplinger, 6/17/2026.
Chief investment officer Charles Rinehart joined Kiplinger’s David Milstead to discuss whether AI is fueling a market bubble, where opportunities may exist and how technology stocks could perform in the months ahead. “Trouble In Techland.” Kiplinger, June 2026.
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When discussing inheritances, many families focus exclusively on how much will eventually be transferred. The more important question may be when the transfer occurs. For retirees who have sufficient assets to support their own lifestyle, health care needs, and long-term goals, strategic lifetime gifting can provide meaningful benefits to the next generation during the years when financial demands are often highest.
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.
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.
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.
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.
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.
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.
Johnson Investment Counsel is pleased to announce two new shareholders to the firm. The shareholders include: Andrea Ernst, CFP®, and Andrew Kucia, CFP®.
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.
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.