Latest Headlines

Monday, June 10, 2024

Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on Apple’s Worldwide Developers Conference’s expected announcement of new artificial intelligence features, nothing that in the extremely competitive AI market it is important that Apple can start showing progress. “Apple Is Under Pressure to Deliver on AI at Monday’s WWDC Event.” Wall Street Journal 6/10/2024

Friday, May 24, 2024

Managing Director and Senior Portfolio Manager Tony Kure, CFP offers insight into 529 plans for college savings, recommending opening this tax-favored account as soon as a child is born. “Interest on Federal Student Loans is Rising to 6.53%.” The New York Times 5/24/2024

Friday, May 24, 2024

Managing Director and Senior Portfolio Manager Tony Kure, CFP offers insights into different vehicles available to build a retirement paycheck, focusing specifically on annuities.  “How to Build Your Retirement Paycheck – And Make It Last” Barron’s 5/24/2024

Thursday, May 2, 2024

Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on Apple’s Q2 2024 earnings report, noting that although iPhone sales were down a bit, they held on to their profitability. “Apple Sales Fall as iPhone, China Businesses Remain Sluggish.” Wall Street Journal 5/2/2024

Wednesday, May 1, 2024

Managing Director Dean Moulas, CFA, featured in Fanfare Magazine on why Johnson Investment Counsel has been involved with Cincinnati Symphony Orchestra since 2002. “Why We Give” Fanfare Magazine 3/1/2024

Tuesday, April 30, 2024

Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on the factors influencing the price of gold, noting that real interest rates historically are closely tied to gold prices however geopolitical uncertainty plays as role as well.  “What will gold be worth by the end of 2024? Here’s what some experts predict.” CBS MoneyWatch 4/30/2024

Tuesday, April 23, 2024

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

Friday, April 19, 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

Thursday, April 18, 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.

Sunday, April 14, 2024

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

Saturday, April 6, 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

Friday, April 5, 2024

Managing Director and Senior Portfolio Manager Tony Kure, CFP offers some key strategies for raising financially savvy kids. Noting the importance of empowering kids from an early age in an effort to build a healthy relationship with money as adults. "I’m a Financial Expert: 5 Ways I’m Raising My Kids To Be Financially Savvy Adults.” GoBankingRates.com 4/5/2024

Sunday, March 31, 2024

Chief Executive Officer Jason Jackman, CFA weighs in on the economic impact of elections in Ohio, noting that competitive general election races in the state this fall are likely to bring significant outside money into the state. “Economic impact of primary and general elections in Ohio” Spectrum News 1 3/31/2024

Thursday, March 28, 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

Thursday, March 7, 2024

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

Wednesday, March 6, 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

Sunday, February 4, 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

Thursday, February 1, 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

Friday, January 26, 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

Thursday, January 25, 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

Thursday, January 25, 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

Thursday, January 25, 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

Thursday, January 4, 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

Friday, December 22, 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

Friday, December 22, 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

Friday, December 22, 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

Friday, December 22, 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

Friday, December 22, 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

Wednesday, December 20, 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.

Tuesday, December 12, 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

Tuesday, November 28, 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

Wednesday, October 25, 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.

Thursday, October 19, 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.

Wednesday, September 20, 2023

Senior Research Analyst Joe Abbott, CFA, weighs in on tInstacart’s $660 million initial public offering and its impact on Kroger in the Cincinnati Business Courier article: "Kroger in line to make big haul from Instacart’s $660 million IPO through Albertsons" Cincinnati Business Courier, 9/20/2023.

Tuesday, September 12, 2023

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.

Wednesday, August 23, 2023

Managing Director of Dayton Market Vince Russell highlighted in Dayton Daily News: " Oakwood dad educates teachers, students on the stock market:  Vince Russell wants others to learn lessons he didn’t while growing up." Dayton Daily News, 8/20/2023.

Friday, August 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.

Monday, July 31, 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.

Friday, July 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.

Wednesday, July 26, 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.

Monday, July 24, 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.

Friday, July 14, 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.

Wednesday, June 28, 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

Monday, June 19, 2023

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

Friday, June 16, 2023

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.

Monday, June 12, 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

Thursday, June 8, 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.

Monday, May 1, 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

Tuesday, April 25, 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

Monday, April 24, 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.

Friday, April 14, 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.

Wednesday, March 8, 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

Wednesday, February 1, 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.

Monday, January 23, 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.

Friday, July 22, 2022

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.

Friday, July 15, 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.

Thursday, July 7, 2022

President Jason Jackman is interviewed by Asset TV on financial planning in times of market volatility. He also shares advice for investors and outlines top risks to monitor in times of economic uncertainty. "The More Reliable Recession Indicator." Asset TV, 7/7/2022.

Tuesday, June 28, 2022

Johnson Investment Counsel names Director of Marketing Jamie Horn, Senior Portfolio Manager Jonathan McEvoy, CFP®, AIF®, and Senior Portfolio Manager Elizabeth Schaefer, CIMA®, as new shareholders. This brings the grand total of shareholders to 44 out of 158 employees. Cincinnati Business Courier, 6/28/2022.

Tuesday, June 14, 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.

Tuesday, May 31, 2022

Johnson Investment Counsel's President, Jason Jackman, is quoted in a Cincinnati Business Courier article "One of Cincinnati's largest investment firms quadruples Kenwood office." Cincinnati Business Courier, 5/31/2022.

Friday, April 1, 2022

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, 4/1/2022.

Tuesday, March 15, 2022

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.

Wednesday, March 2, 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.

Tuesday, November 16, 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.

Tuesday, November 2, 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.

Friday, October 1, 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.

Thursday, September 9, 2021

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.

Tuesday, September 7, 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.

Tuesday, August 24, 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.

Thursday, July 1, 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.

Friday, June 18, 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.

Friday, June 18, 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.