Johnson Investment Counsel was named a Top Workplace by The Cincinnati Enquirer for the 13th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquirer, 5/24/2026.
Portfolio manager Joseph White shared his insights with MarketWatch’s Alisa Wolfson regarding the appropriate amount to ensure an heir's peace of mind and financial security, while also considering inflation and economic cycles. “Is that enough?’ I have $1M in a Roth and a $600K home. I’d like to give it to a single heir, but will that be enough to provide financial security” MarketWatch, 5/5/2026
Chief Investment Officer Charles Rinehart shared his insights with MarketWatch’s Christine Ji on how he sees AI demand and the leadership change shaping the choice to let go of Apple’s long-held goal to be net-cash neutral. “Apple just gave a clue that a big AI acquisition may be in the cards.” MarketWatch 5/4/2026
Senior Managing Director, Brandon Zureick, shared his insights leading up to the meeting and takeaways from Powell’s final speech as chair with Kiplinger’s Karee Venema. “April Fed Meeting: Updates and Commentary.” 4/30/2026
Managing Director Chad Maggard shared insights on the importance of preparing heirs and creating clarity for them around the transfer of assets. “Why Preparing Heirs Matters More than Perfect Planning.” Goering Center for Family & Private Business Newsletter, April 2026
Chief Investment Officer Charles Rinehart spoke with MarketWatch’s Christine Ji about Apples buyback strategy in the wake of leadership changes. Read more about what investors can expect in the coming months here: “Apple will soon deliver billions more in cash to investors. Here’s how it stacks up to the rest of Big Tech.” MarketWatch, 4/25/2026.
Chief Investment Officer Charles Rinehart shared his insights with Business Insider’s William Edwards on how investors can best position their portfolios with a reopening of the Strait of Hormuz. “Market pros say load up on these 3 investments as the Strait of Hormuz reopening sets the economy up to roar.” Business Insider, 4/20/2026.
Bill Jung, senior research analyst, shared his perspective with Cincinnati Business Courier’s Steve Watkins, highlighting an outcome that stands out in the context of bank M&A activity. “Fifth Third Bank details new deposits, cost savings after completing $10.9B Comerica deal.” Cincinnati Business Courier, 4/20/2026.
Senior Managing Director Brandon Zureick shared his insights with Kiplinger on the Federal Reserve meeting and monetary policy in the coming months. “The Fed’s near-term inflation forecast is likely to change given higher oil prices, says Johnson Investment Counsel's chief economist." Kiplinger, 3/18/2026.
Our Chief Investment Officer, Charles Rinehart, spoke with the Wall Street Journal’s Rolfe Winkler on how investors are viewing Apple’s AI approach.“ Apple Is Way Behind in AI—and Still Making a Fortune from It.” The Wall Street Journal, 3/18/2026.
We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.
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.
Looking to align your giving with your values? Discover how purposeful philanthropy can create a legacy and support what matters most.
Financial headlines offer endless reasons to worry, moving fast and designed to alarm. The anxiety is understandable, but predictions are only guesses. What matters more is perspective. Five numbers don’t predict the near future, but they show how markets have held up through wars, recessions, and crises, and what that history means for supporting your life and legacy.
Read our 1Q 2026 Quarterly Insight newsletter, including this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, this month's JIC Blog, "Five Numbers You Need to Know For Uncertain Times," and this quarter's JIC employee news.
The year opened with the strongest economic momentum we’ve seen in a while—broader market strength, improving consumer conditions, and signs of a healthier expansion. Then a sudden geopolitical conflict disrupted a key global energy route and introduced a wave of volatility. In this quarter’s update, CIO Charles Rinehart explains how quickly the landscape shifted, what history suggests about moments like this, and why long-term investors may still have reasons to stay confident.
Want to make a meaningful gift without sacrificing your financial goals? See how tax-efficient giving strategies can amplify your impact.
Thinking about selling a family business? Explore how coordinated planning can turn a business milestone into a lasting legacy.
Planning a major purchase in retirement? Learn how smart withdrawal strategies can minimize taxes and maximize confidence.
There is a season of life, usually between ages 50 and 60, when financial progress shifts from accumulation to protection, prudent decumulation, and leaving a legacy. The foundation has been built, and it is meaningful. Naturally, the conversation turns to preserving it.
See how Johnson Investment Counsel helps individuals, families, and business owners navigate complex financial decisions through customized, holistic wealth management.