We are proud to celebrate our CEO, Jason Jackman, and his wife, Amy, on being named recipients of the 2026 Horizon Award from the Horizon Community Foundation. This honor recognizes their exceptional leadership, integrity and lasting impact across the region.
Chief economist Brandon Zureick reacted to the Federal Reserve’s first interest rate hike in three years with Kiplinger’s Karee Venema, noting inflation concerns and a quieter Fed guidance could impact the future of monetary policy in 2027. “September Fed Meeting: Updates and Commentary.” Kiplinger, 9/16/2026.
Barron’s once again recognizes Johnson Investment Counsel as on of the Top RIA Firms in the nation. “2026 Top 100 RIA Firms.” Barron’s, 9/14/2026.
Chief Investment Officer Charles Rinehart shared his perspective on AI’s potential slowdown and its impact on investors with MarketWatch’s Christine Ji. Today’s volatility is a reminder for both AI bulls and skeptics to diversify their tech holdings. “Chip stocks were a safe AI play. Now they’ve turned into the market’s pain trade.” MarketWatch, 9/14/2026.
Chief economist Brandon Zureick discussed the K-Shaped Economy and shrinking AI bubble with CBS News’ Aimee Picchi, citing additional mounting pressures on the economy: inflation risks, interest rate hikes, and a rising national debt. “The U.S. economy faces mounting headwinds. Here are the biggest risks.” CBS News MoneyWatch, 9/14/2026.
Johnson Investment Counsel ranked 7th in Cincinnati Business Courier’s Biggest Money Managers in the Cincinnati Area list. This milestone reflects the strength of our client relationships and our team's unwavering commitment. Thank you for trusting us to guide your financial journey. “Discover the 50 Biggest Money Managers in the Cincinnati Area.” Cincinnati Business Courier, 8/21/26
Johnson Investment Counsel ranked 3rd in Dayton Business Journal’s Biggest Money Managers in the Dayton Area List. This recognition reflects the dedication of our team to delivering exceptional service and the trust of our clients, who make this achievement possible. Thank you for allowing us to continue serving your financial goals. “Discover the 38 biggest money managers in the Dayton area.” Dayton Business Journal, 8/21/26.
Johnson Investment Counsel is honored to be ranked 8th in Columbus Business First’s Fee-only Financial Planners 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. “Fee-only financial planners.” Columbus Business First, 8/21/26.
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.
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Retirement isn’t just about preserving your wealth. It’s about using it with purpose. Explore how the right balance between saving and spending can help you make the most of retirement.
Higher interest rates are changing the investment landscape, but not necessarily all for the worse. Chief Investment Officer Charles Rinehart, CFA, CAIA, explains what’s behind the shift and what it could mean for your portfolio.
Read our 3Q 2026 Quarterly Insight newsletter to find this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, the JIC Beyond the Numbers blog “How to Avoid Being the Richest Person in the Graveyard” 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.
Social Security is facing a real and growing financing challenge. With trust-fund reserves projected to be depleted within the next decade and a national debt now exceeding $40 trillion, policymakers can no longer ignore the issue. The good news is that Social Security's problems are solvable. The bad news is that every solution involves tradeoffs.
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.
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.