Barron’s once again recognizes Johnson Investment Counsel as one of the Top RIA Firms in the country. “2025 Top 100 RIA Firms.” Barron’s, 9/15/2025.
Johnson Investment Counsel ranked 4th in Cincinnati Business Courier’s “Cincinnati's 25 largest money managers, locally based” The ranking is based solely on assets under management reported through firms’ ADVs. Cincinnati Business Courier, 9/5/25
Johnson Investment Counsel ranked 2nd in the Dayton Business Journal’s “Dayton’s 25 Largest Money Managers.” The ranking is based on assets under management reported by individual firms via an online survey. Dayton Business Journal, 9/5/25.
In a recent Barron’s interview, Tony Kure, Managing Director and Senior Portfolio Manager, discussed Bitcoin, private equity, and other alternative assets entering 401(k) options. He noted growing interest could prompt managers to explore more opportunities, while investors should keep in mind factors like fees, transparency, and volatility. “Bitcoin, Private Equity, and Other Alt Investments Are Coming for Your 401(k). What Could Go Wrong?” Barron's, 8/7/2025.
Senior Research Analyst Joe Abbott shared insights with Cincinnati Business Courier about the CEO transition at P&G, noting Shailesh Jejurikar is a natural choice. He expects the company will stay focused on its recent restructuring plan, which aims to boost investment in products and marketing. “Quicker Picker Upper? P&Gs new CEO will help a reorganization effort at the region’s most valuable company. Here’s what it means for Cincinnati.” Cincinnati Business Courier, 8/7/2025.
In a recent interview with The Wall Street Journal, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed Amazon’s Cloud Performance, noting that investors are closely watching Amazon to see if its cloud services growth keeps pace with rivals such as Google-parent Alphabet. “Amazon Shares Fall Because Cloud Unit’s Growth Wasn’t Enough for Wall Street” Wall Street Journal, 7/31/2025.
Johnson Investment Counsel ranked as the 32nd largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2025 RIA Ranking." Financial Advisor Magazine, 7/11/2025.
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.
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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.
This month we turn to one of the most enduring debates in wealth and investment planning: whether to deploy investable cash all at once (lump sum investing or LSI) or to stagger entry over time through dollar cost averaging (DCA). While the academic evidence tilts strongly toward lump-sum investing, the emotional calculus is more nuanced.
On July 4th, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, ushering in a mix of tax law extensions, new phaseouts, and planning opportunities. From new deductions, retained provisions from prior law, estate tax rules, and a new account type to save for children, here’s what pre-retirees and retirees need to know, why it matters and what to do.
For many approaching or in retirement, the portfolio becomes more than just a balance of stocks and bonds—it represents a cash flow lifeline and a potential legacy for future generations. So, it’s perfectly understandable to minimize anxiety, opting for stable returns and lower volatility. But what if that peace of mind comes at a cost? The cost of long-term financial opportunity? How can we balance these competing priorities?
This quarter’s market update from Chief Investment Officer Charles Rinehart, CFA, CAIA, the JIC Beyond the Numbers blog “The Comfort of Conservative Investing: Balancing Peace of Mind with Long-Term Growth” by Managing Director of Northeastern Ohio Market and Senior Portfolio Manager, Anthony Kure, CFP®, and, as always, catch up on all of your JIC employee news.
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.
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.
For many nearing retirement, the decision to purchase an annuity isn’t about returns—it’s about peace of mind. But what are you really paying for that feeling of safety? With annuity sales reaching record highs, it's time to unpack the psychological tradeoffs, hidden costs, and key risks.
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®.
Timing your Social Security claim is a critical decision that impacts retirement cash flow, portfolio strategy, and long-term financial security. While delaying benefits can boost lifetime income, the right choice depends on personal health, lifestyle goals, and peace of mind—not just the numbers.