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News and media

  • April 20, 2026

    Investing and Portfolio Considerations–Strait of Hormuz Opening

    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.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • April 20, 2026

    Bill Jung Provides Insights on Fifth Third Earnings, the First following its Comerica Acquisition

    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.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • March 18, 2026

    Brandon Zureick Shares His Insights on the Second Federal Reserve Meeting of 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.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • March 18, 2026

    Charles Rinehart Shares Insights on Apple and their approach to AI

    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.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • March 17, 2026

    Social Security and Inflation – Protecting Your Retirement Assets

    Managing director Anthony Kure recently provided his perspective with GOBankingRates’ Josephine Nesbit, outlining practical strategies to help safeguard retirement savings against inflation. “How To Protect Your Social Security and Retirement Income From Inflation.” GOBankingRates, 3/17/26.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise

  • March 10, 2026

    The Number of Retirees Returning to the Workforce is Growing, How Do You Keep That from Happening to You?

    Managing Director Anthony Kure recently shared actionable strategies for protecting retirement savings with MarketWatch’s Alisa Wolfson, including how to build a reliable retirement paycheck, regularly rebalancing a portfolio, and more. “Here’s exactly how many retirees had to ‘un-retire’ in the last 6 months — and how you can avoid the same fate.” MarketWatch, 3/10/26.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise

  • March 09, 2026

    Joe Abbott Provides Insight on Kroger Earnings and the New Kroger CEO

    Senior Research Analyst Joe Abbott, CFA, shared his perspective with Cincinnati Business Courier’s Steve Watkins on Kroger’s earnings and what new CEO Greg Foran’s operating approach could mean for the company’s strategy moving forward. “Kroger promotes 84.51 president to new AI role, plans stores in two new cities.” Cincinnati Business Courier, 3/9/26.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • February 28, 2026

    Brandon Zureick Discusses the Impact of Tariffs on Investors

    Brandon Zureick, Senior Managing Director, spoke with Forbes’ Erik Sherman about the impact of tariffs – covering tax implications for corporate earnings, portfolio diversification and more. “How Tariffs Might Affect Your Investments In 2026.” Forbes, 2/28/2026.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • February 20, 2026

    Brandon Zureick Shares His Perspective on What the SCOTUS Ruling Really Means for Investors

    Brandon Zureick, Senior Managing Director, weighed in on what the SCOTUS ruling could mean for consumers, markets and the direction of U.S. monetary policy. “What the SCOTUS Trump tariff decision means for portfolios.” Financial Planning, 2/20/2026.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • February 13, 2026

    Is Claiming Your Social Security at Full Retirement Age a Smart Move for Investing?

    Joe White, Portfolio Manager, answers this question, with considerations on why this may be the right approach – and why it may not be. “I Plan to Claim Social Security at Full Retirement Age Just to Invest the Money. Is This Genius?” Money, 2/13/2026.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

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Read our latest insights

  • Blog: Beyond the Numbers

    The Five Numbers You Need to Know for Uncertain Times

    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.

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  • Johnson Insight

    First Quarter 2026 Newsletter

    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.

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  • Updates

    First Quarter 2026 Market Update

    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.

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  • Blog: Beyond the Numbers

    Making the Call on Long-Term Care Insurance: The Head, the Heart, and the Numbers

    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.

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  • Johnson Insight

    Real Client Stories. Thoughtful Planning in Action.

    See how Johnson Investment Counsel helps individuals, families, and business owners navigate complex financial decisions through customized, holistic wealth management.

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  • Presentations

    Your Guide to P&G PST Distributions & Tax Implications

    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.

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  • Blog: Beyond the Numbers

    Lessons from 1929: What’s Different, What’s the Same and What To Do

    Andrew Ross Sorkin’s “1929: The Year of the Great Crash and the Downfall of the American Dream,“ is a powerful reminder that financial crises are never just about numbers, they’re about human nature, leverage, and policy choices. While another Great Depression is highly unlikely, meaningful market downturns are inevitable.

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  • Presentations

    2026 Virtual Wealth Management Forum

    In this year's annual Wealth Management Forum CEO Jason Jackman provides a firm update, and CIO Charles Rinehart and Managing Director Brandon Zureick share a detailed economic and market analysis. This presentation was recorded 2/4/2026.

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  • Johnson Insight

    Fourth Quarter 2025 Newsletter

    Read our 4Q 2025 Quarterly Insight newsletter to find a letter from Chief Executive Officer Jason Jackman, CFA, this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, and, as always, catch up on all of your JIC employee news.

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  • Updates

    Fourth Quarter 2025 Market Update

    CIO Charles Rinehart, CFA, CAIA, reflects on a strong 2025 despite persistent headlines around tariffs, Fed policy, and economic uncertainty. With solid market gains, uneven growth, and elevated valuations heading into 2026, he highlights why discipline, diversification, and a long-term focus remain essential.

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