Senior Research Analyst Joe Abbott, CFA, weighs in on Kroger’s lower than expected same-store sales growth in the Cincinnati Business Courier article: " Kroger CEO Rodney McMullen on store divestitures: ‘We've addressed all the questions the FTC would have.’" Cincinnati Business Courier, 9/11/2023.
Managing Director of Dayton Market Vince Russell highlighted in Dayton Daily News: " Oakwood dad educates teachers, students on the stock market: Vince Russell wants others to learn lessons he didn’t while growing up." Dayton Daily News, 8/20/2023.
Managing Director of Northeastern Ohio Market Tony Kure, CFP® weighs in on Moody’s Investors Service’s “negative outlook” rating of PNC, Citizens, Fifth Third, Huntington banks in Cleveland.com article: " Moody’s gives ‘negative outlook’ to PNC, Citizens, Fifth Third, Huntington banks. But what does that mean?" Cleveland.com, 8/11/2023.
Senior Research Analyst Joe Abbott, CFA, weighs in on P&G’s earnings expectations in a Cincinnati Business Courier article: "P&G beats earnings expectations, forecasts even stronger sales in 2024." Cincinnati Business Courier, 7/28/2023.
Johnson Investment Counsel ranked 4th in Cincinnati Business Courier’s Largest Greater Cincinnati Money Management Firms list. The ranking is based on assets under management reported by individual firms via an online survey. “Largest Greater Cincinnati Money Management Firms.” Cincinnati Business Courier, 7/24/2023.
Johnson Investment Counsel ranked as the 29th largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2023 RIA Ranking." Financial Advisor Magazine, 7/17/2023.
Senior Research Analyst Bill Jung, CFA, weighs in on Fifth Third’s second-quarter earnings in a Cincinnati Business Courier article: "Fifth Third defies industry trends amid 'difficult environment. ' Here's what its CEO is saying." Cincinnati Business Courier, 7/21/2023.
Johnson Investment Counsel names Bryan Andress, CFA, Sandy Himmelsbach, CFP®, ChSNC®, Ryan Martin, CFA, Laura Mattern, CFA, CFP®, Max Monk, CFA, Justin Rowden, CFP®, and Michael Timm, CFA, CFP® as new shareholders. This brings the grand total of shareholders to 48 out of 158 employees. "Cincinnati's Johnson Investment Counsel adds seven shareholders." Cincinnati Business Courier, 7/14/2023.
CEO Jason Jackman, CFA spoke with Spectrum News 1 about interest rates being paused and the possible impact on the economy and inflation. Jackman touched on why Americans should enjoy the “skip” on interest rates by the Federal Reserve, while it determines what its next move will be for the future in the interview: " What the Federal Reserve pause on interest rate hikes means for Americans." Spectrum News 1, 6/25/2023.
Johnson Investment Counsel named a Top Workplace by The Cincinnati Enquirer for the 10th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquirer, 6/19/2023.
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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.
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.