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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.
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.
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.
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.
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.
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.
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.
As we close 2025 and flip the calendar to 2026, we can look back at generally strong markets facing the cross-currents of economic and geopolitical uncertainty. These factors and scenarios have one thing in common: they are out of our control. Realizing this, we created a financial “checklist” for tactics we do control, which could have a positive effect on cash flow, balance sheets, and peace of mind as we close the book on another year.
Compassionate financial guidance for widows and widowers navigating life after loss. Discover practical steps, resources, and support from Johnson Investment Counsel to help you feel grounded and secure during this transition.
The market, like the weather, goes through seasons or cycles. Sometimes calm, sometimes stormy. With a portfolio designed to absorb shock and regulate your financial environment—through diversification, reliable income sources, and a clear plan—your financial thermostat can stay at a comfortable temperature no matter what the forecast says.