Johnson Investment Counsel ranked as the 31st largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2024 RIA Ranking." Financial Advisor Magazine, 7/12/2024.
Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarship to two outstanding students, Sydney Richard and Robert Grimaldi.
Senior Research Analyst Joe Abbott, CFA weighs in on Kroger’s first-quarter earnings, noting the commentary on second-quarter expectations came in a bit weaker than hoped for primarily due to margin pressure. “Kroger shares fell even after 1Q earnings beat expectations. Here’s why.” Cincinnati Business Courier, 6/24/2024.
Senior Portfolio Manager Laura Mattern, CFA, CFP®, was interviewed by Amy Scalia of Cincinnati Refined on saving for college and 529 plans for this week's show on Local12. “The ABCs of 529 College Savings Plans.” Cincinnati Refined, 6/15/2024.
Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on Apple’s Worldwide Developers Conference’s expected announcement of new artificial intelligence features, nothing that in the extremely competitive AI market it is important that Apple can start showing progress. “Apple Is Under Pressure to Deliver on AI at Monday’s WWDC Event.” Wall Street Journal, 6/10/2024.
Johnson Investment Counsel was named a Top Workplace by The Cincinnati Enquirer for the 11th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquire, 5/29/2024.
Managing Director and Senior Portfolio Manager Tony Kure, CFP offers insight into 529 plans for college savings, recommending opening this tax-favored account as soon as a child is born. “Interest on Federal Student Loans is Rising to 6.53%.” The New York Times, 5/24/2024.
Managing Director and Senior Portfolio Manager Tony Kure, CFP offers insights into different vehicles available to build a retirement paycheck, focusing specifically on annuities. “How to Build Your Retirement Paycheck – And Make It Last.” Barron’s, 5/24/2024.
Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on Apple’s Q2 2024 earnings report, noting that although iPhone sales were down a bit, they held on to their profitability. “Apple Sales Fall as iPhone, China Businesses Remain Sluggish.” Wall Street Journal, 5/2/2024.
Managing Director Dean Moulas, CFA, featured in Fanfare Magazine on why Johnson Investment Counsel has been involved with Cincinnati Symphony Orchestra since 2002. “Why We Give.” Fanfare Magazine, 3/1/2024.
We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.
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.