Chad Maggard, Managing Director, discusses the generational wealth transfer and some red flags that are often overlooked with InvestmentNews. “How to prepare an heir for the $84 trillion wealth transfer including the red flags.” InvestmentNews, 2/9/2026.
Charles Rinehart, Chief Investment Officer, shares key considerations for evaluating index funds given the outsized influence of the “Magnificent Seven” with Fortune. “How the Magnificent 7 destroyed index funds: There’s nowhere to hide.” Fortune, 2/4/2026.
Brandon Zureick, Senior Managing Director, shared his insights with Kiplinger’s about the Federal Reserve meeting and monetary policy in the coming months. “What the January Fed meeting could mean for consumers, according to Johnson Investment Counsel's chief economist” and “There's still the potential for rate cuts this year, says Johnson Investment Counsel's chief economist.” Kiplinger, 1/28/2026.
Managing Director and Senior Portfolio Manager, Tony Kure, recently discussed key issues all taxpayers should be aware of when filing their 2025 tax returns. “Tax Season Is Here: 9 Important New Things to Know.” Quartz, 1/13/2026.
In a recent Barron’s interview, Charles Rinehart, Chief Investment Officer, discussed investor portfolio construction and how to think about global exposure in 2026. “Retirees, Here’s How to Invest for a Fracturing World.” Barron’s, 1/7/2026.
Johnson Investment Counsel Chief Investment Officer Jason Jackman, CFA, is included in Ohio 500, Ohio Business Magazine’s 2025 list of “The State’s Most Powerful & Influential People.” Ohio Business Magazine, 12/26/2025.
Managing Director of Dayton Market, Vince Russell sat down with2NEWS anchor Lauren Wood to discuss the possibility of a market “pop” similar to the late ’90s tech bubble. “5 on 2: AI investment frenzy leading to a bubble?” 2News, 11/17/2025.
Joe Abbott, CFA, Senior Research Analyst, shared his insights with Cincinnati Business Courier on P&G’s Q1 2026 fiscal earnings, released Friday. He highlighted the company’s key strategic shifts, renewed focus on the consumer and explains why P&G exceeded economic expectations. Read more of Joe’s insights in the full article. “P&G now expects tariff impact to be half of what it previously forecast.” Cincinnati Business Courier, 10/27/2025.
Anthony Kure, CFP® recently spoke with MarketWatch’s Morey Stettner about the hidden risks of “supersaving” and strategies to maintain balance in “You can be a supersaver for retirement — but it’ll cost you.” MarketWatch, 10/24/2025.
Senior Managing Director, Brandon Zureick, CFA joined CBS MoneyWatch to break down September’s CPI report – highlighting how rising prices, interest rate shifts and tariff pressures are influencing Social Security, consumer confidence and long-term planning. “CPI report shows inflation continued to climb in September, although at a cooler pace than forecast.” CBS MoneyWatch, 10/24/2025.
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.