News and media

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.

Coming soon! This year's annual Wealth Management Forum will be available beginning February 5th at 4pm ET. CEO Jason Jackman will provide a firm update, and CIO Charles Rinehart and Managing Director Brandon Zureick will share a detailed economic and market analysis.

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.

The financial impact of divorce can be complex — from managing your finances to restructuring wealth and planning for long-term security on your own. At Johnson Investment Counsel, we specialize in helping clients navigate these transitions with empathy, clarity, and support.

Beginning in 2026, a new provision within the SECURE 2.0 Act will mandate a significant change for the higher-earning employees over the age of 50: catch-up contributions must be made on a Roth (after-tax) basis. Though this shift has not been well publicized since the law was passed in 2024 but delayed implementation until 2026, it could carry substantial implications for both near-term tax strategy and long-term wealth planning.

This quarter’s market update from Chief Investment Officer Charles Rinehart, CFA, CAIA, the JIC Beyond the Numbers blog “The 2026 Roth Mandate for Catch-Up Contributions: A Subtle but Significant Shift in Retirement Savings” 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.

CIO, Charles Rinehart, CFA, CAIA, discusses how the markets may seem calm at a glance, but beneath the surface, 2025 has been a rollercoaster of tariff threats, geopolitical tensions, and surprising rebounds. From double-digit drops to record-setting rallies, this update reveals just how quickly sentiment can shift — and why discipline and long-term focus matter most.

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.

This month we turn to one of the most enduring debates in wealth and investment planning: whether to deploy investable cash all at once (lump sum investing or LSI) or to stagger entry over time through dollar cost averaging (DCA). While the academic evidence tilts strongly toward lump-sum investing, the emotional calculus is more nuanced.