Johnson Investment Counsel was named a Top Workplace by The Cincinnati Enquirer for the 13th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquirer, 5/24/2026.
Portfolio manager Joseph White shared his insights with MarketWatch’s Alisa Wolfson regarding the appropriate amount to ensure an heir's peace of mind and financial security, while also considering inflation and economic cycles. “Is that enough?’ I have $1M in a Roth and a $600K home. I’d like to give it to a single heir, but will that be enough to provide financial security” MarketWatch, 5/5/2026
Chief Investment Officer Charles Rinehart shared his insights with MarketWatch’s Christine Ji on how he sees AI demand and the leadership change shaping the choice to let go of Apple’s long-held goal to be net-cash neutral. “Apple just gave a clue that a big AI acquisition may be in the cards.” MarketWatch 5/4/2026
Senior Managing Director, Brandon Zureick, shared his insights leading up to the meeting and takeaways from Powell’s final speech as chair with Kiplinger’s Karee Venema. “April Fed Meeting: Updates and Commentary.” Kiplinger, 4/30/2026.
Managing Director Chad Maggard shared insights on the importance of preparing heirs and creating clarity for them around the transfer of assets. “Why Preparing Heirs Matters More than Perfect Planning.” Goering Center for Family & Private Business Newsletter, April 2026
Chief Investment Officer Charles Rinehart spoke with MarketWatch’s Christine Ji about Apples buyback strategy in the wake of leadership changes. Read more about what investors can expect in the coming months here: “Apple will soon deliver billions more in cash to investors. Here’s how it stacks up to the rest of Big Tech.” MarketWatch, 4/25/2026.
Chief Investment Officer Charles Rinehart shared his insights with Business Insider’s William Edwards on how investors can best position their portfolios with a reopening of the Strait of Hormuz. “Market pros say load up on these 3 investments as the Strait of Hormuz reopening sets the economy up to roar.” Business Insider, 4/20/2026.
Bill Jung, senior research analyst, shared his perspective with Cincinnati Business Courier’s Steve Watkins, highlighting an outcome that stands out in the context of bank M&A activity. “Fifth Third Bank details new deposits, cost savings after completing $10.9B Comerica deal.” Cincinnati Business Courier, 4/20/2026.
Senior Managing Director Brandon Zureick shared his insights with Kiplinger on the Federal Reserve meeting and monetary policy in the coming months. “The Fed’s near-term inflation forecast is likely to change given higher oil prices, says Johnson Investment Counsel's chief economist." Kiplinger, 3/18/2026.
Our Chief Investment Officer, Charles Rinehart, spoke with the Wall Street Journal’s Rolfe Winkler on how investors are viewing Apple’s AI approach.“ Apple Is Way Behind in AI—and Still Making a Fortune from It.” The Wall Street Journal, 3/18/2026.
We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.
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.
Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarships to two outstanding students, Emma Moulas and Ginny Theobald.
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.
Johnson Investment Counsel is pleased to announce two new shareholders to the firm. The shareholders include: Andrea Ernst, CFP®, and Andrew Kucia, CFP®.
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.
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.