Managing director Anthony Kure recently provided his perspective with GOBankingRates’ Josephine Nesbit, outlining practical strategies to help safeguard retirement savings against inflation. “How To Protect Your Social Security and Retirement Income From Inflation.” GOBankingRates, 3/17/26.
Managing Director Anthony Kure recently shared actionable strategies for protecting retirement savings with MarketWatch’s Alisa Wolfson, including how to build a reliable retirement paycheck, regularly rebalancing a portfolio, and more. “Here’s exactly how many retirees had to ‘un-retire’ in the last 6 months — and how you can avoid the same fate.” MarketWatch, 3/10/26.
Senior Research Analyst Joe Abbott, CFA, shared his perspective with Cincinnati Business Courier’s Steve Watkins on Kroger’s earnings and what new CEO Greg Foran’s operating approach could mean for the company’s strategy moving forward. “Kroger promotes 84.51 president to new AI role, plans stores in two new cities.” Cincinnati Business Courier, 3/9/26.
Brandon Zureick, Senior Managing Director, spoke with Forbes’ Erik Sherman about the impact of tariffs – covering tax implications for corporate earnings, portfolio diversification and more. “How Tariffs Might Affect Your Investments In 2026.” Forbes, 2/28/2026.
Brandon Zureick, Senior Managing Director, weighed in on what the SCOTUS ruling could mean for consumers, markets and the direction of U.S. monetary policy. “What the SCOTUS Trump tariff decision means for portfolios.” Financial Planning, 2/20/2026.
Joe White, Portfolio Manager, answers this question, with considerations on why this may be the right approach – and why it may not be. “I Plan to Claim Social Security at Full Retirement Age Just to Invest the Money. Is This Genius?” Money, 2/13/2026.
Joe Abbott, Senior Research Analyst, discusses Kroger’s appointment of Greg Foran as its new CEO and what his operational background could mean for the company’s strategy moving forward. “With Foran, Kroger Eyes a Fresh Start.” Cincinnati Business Courier, 2/12/2026.
Charles Rinehart, Chief Investment Officer, discusses Kraft Heinz’s decision to pause plans to split into two companies and the profitability considerations behind the move with Reuters. “New Kraft Heinz CEO’s Difficult Choice: Split or Double Down.” Reuters, 2/12/2026.
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.
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When discussing wealth planning advice with clients and prospective clients, it’s not uncommon for one question to either be explicitly articulated or considered privately: “How do we know the advice we’re receiving is truly in our best interest?” In recent years, the term “fiduciary” has become central to that conversation.
Looking to align your giving with your values? Discover how purposeful philanthropy can create a legacy and support what matters most.
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.
Want to make a meaningful gift without sacrificing your financial goals? See how tax-efficient giving strategies can amplify your impact.
Thinking about selling a family business? Explore how coordinated planning can turn a business milestone into a lasting legacy.
Planning a major purchase in retirement? Learn how smart withdrawal strategies can minimize taxes and maximize confidence.
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.