News | Johnson Investment Counsel

August 07, 2025

Abbott Shared Insights into P&G’s New CEO

Senior Research Analyst Joe Abbott shared insights with Cincinnati Business Courier about the CEO transition at P&G, noting Shailesh Jejurikar is a natural choice. He expects the company will stay focused on its recent restructuring plan, which aims to boost investment in products and marketing. “Quicker Picker Upper? P&Gs new CEO will help a reorganization effort at the region’s most valuable company. Here’s what it means for Cincinnati.” Cincinnati Business Courier, 8/7/2025.

Read More

Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.
July 31, 2025

Charles Rinehart Shares Insights on Apple’s 2Q 2025 Earnings

In a recent interview with The Wall Street Journal, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed Amazon’s Cloud Performance, noting that investors are closely watching Amazon to see if its cloud services growth keeps pace with rivals such as Google-parent Alphabet. “Amazon Shares Fall Because Cloud Unit’s Growth Wasn’t Enough for Wall Street” Wall Street Journal, 7/31/2025.

Read More

Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.
July 11, 2025

Johnson Ranked as the 32nd Largest RIA

Johnson Investment Counsel ranked as the 32nd largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2025 RIA Ranking." Financial Advisor Magazine, 7/11/2025.

Read More

FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA's survey by the deadline. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statements with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2024, to be included in the print edition of Financial Advisor magazine’s 2025 RIA survey. Firms with under $500 million will be included in the FA’s expanded online RIA survey. The ranking may not be representative of any one client’s experience as it reflects a sample of client experiences. The ranking is also not indicative of future performance and there is no guarantee of future investment success.
July 03, 2025

Johnson Investment Counsel Names Six New Shareholders

Johnson Investment Counsel names Joshua Basinger, CTFA®, Alex Bey, CFA, David Christian, CFA, CFP®, Christopher Godby, CFA, Joseph Henderson, CLU®, CFP®, and James Wineland, CFP®, CIMA®, AIF® as new shareholders. This brings the grand total of shareholders to 52 out of 158 employees. "Johnson Investment Counsel, one of Cincinnati’s largest wealth management firms, adds six shareholders." Cincinnati Business Courier, 7/3/2025.

Read More

Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.
June 16, 2025

Chad Maggard Shares Insights on Managing Tough Conversations

Chad Maggard, CFA, Managing Director at Johnson Investment Counsel, joins the Smart Money Circle Show to share insights on building trust, navigating market uncertainty, and delivering value in every client interaction. Tune in as he offers a candid look at the wealth management industry and what it takes to thrive in challenging times. "Managing Tough Client Talks: Lessons from a $20 Billion AUM Firm." Smart Money Circle Show Hosted By Adam Sarhan, 6/16/2025.

Read More

Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.
June 06, 2025

Mary Burns, Esq. Discusses Estate Planning Changes in 2026

Mary P. Burns, Esq., Vice President of Estate Planning and Senior Trust Counsel at Johnson Investment Counsel, shares her expert perspective on the upcoming expiration of the Tax Cuts and Jobs Act (TCJA) and its potential impact on estate plans for high-net-worth individuals and families. Explore her insights in the full article: "Estate Planning Is Changing in 2026 - Here's How." Financial Advisor Magazine, 6/6/2025.

Read More

Information contained herein is current as of 6/11/2025. It is subject to legislative changes and not intended to be legal or tax advice. Please consult your qualified tax advisor regarding your specific circumstances. The material is provided for informational purposes only on an "as is" basis. It's completeness and accuracy are not guaranteed. Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.
May 29, 2025

Johnson Investment Counsel was Named a 2025 Top Workplace

Johnson Investment Counsel was named a Top Workplace by The Cincinnati Enquirer for the 12th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquirer, 5/29/2025.

Read More

The Cincinnati Enquirer Top Workplace ranking is based on a survey of employees conducted over the period 1/29/2025 to 2/12/2025. The survey requests employees to anonymously rate the firm and provide feedback on their experience. The ranking may not be representative of any one employee’s experience.
April 28, 2025

CIO’s Perspective on the Divide of Growth and Value Stocks

Charles Rinehart, Chief Investment Officer at Johnson Investment Counsel, offers a fresh perspective on the traditional divide between growth and value stocks. Read more about Charles’ insights in the full article: “Warren Buffett Invested In These 2 Growth Stocks Despite His Long History as a Value Investor.” GoBankingRates.com, 4/22/2025.

Read More

Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.
April 21, 2025

Bill Jung Notes a Mixed but Balanced Quarter for Fifth Third

Bill Jung, CFA, Senior Research Analyst, noted a mixed but balanced quarter for Fifth Third Bank. Read more about Bill’s insights in the full article. “Fifth Third CEO offers insight on how tariffs are affecting business borrowing.” Cincinnati Business Courier, 4/21/2025.

Read More

Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.
March 28, 2025

Columbus Business First Central Ohio 2025 Rankings

Johnson Investment Counsel is honored to be ranked 8th in Columbus Business First’s Largest Central Ohio Financial Planners – Fee-Only list. This ranking, based on assets under management as reported by individual firms, reflects our continued commitment to providing trusted, independent financial guidance. We remain dedicated to serving our clients with personalized financial planning and investment management expertise. “Here are the 19 largest fee-only financial planning firms in Central Ohio.” Columbus Business First, 3/28/25.

Read More

Firms are ranked based on regulatory assets under management by Central Ohio offices. The ranking is based on assets under management reported by individual firms via an online survey conducted as of 12/31/24. The ranking may not be representative of any one client’s experience. The ranking is also not indicative of future performance and is not a guarantee of future investment success.

Driven to make an impact

We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.

Read our latest insights

Johnson Insight
Guidance, Patience, and Support When You Need It Most

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.

Read More
Blog: Beyond the Numbers
Why a Market Pullback is Normal—And How to Stay the Course

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.

Read More
Johnson Insight
Finding Clarity and Confidence After Divorce

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.

Read More
Blog: Beyond the Numbers
The 2026 Roth Mandate for Catch-Up Contributions: A Subtle but Significant Shift in Retirement Savings

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.

Read More
Johnson Insight
Third Quarter 2025 Newsletter

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.

Read More
Updates
Third Quarter 2025 Market Update

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.

Read More
Presentations
Your Guide to P&G PST Distributions & Tax Implications

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.

Read More
Blog: Beyond the Numbers
Lump Sum vs. Dollar Cost Averaging – Rationality vs. Psychological Comfort

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.

Read More
Blog: Beyond the Numbers
What Retirees and Pre-Retirees Should Know About the New Tax Law

On July 4th, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, ushering in a mix of tax law extensions, new phaseouts, and planning opportunities. From new deductions, retained provisions from prior law, estate tax rules, and a new account type to save for children, here’s what pre-retirees and retirees need to know, why it matters and what to do.

Read More
Blog: Beyond the Numbers
The Comfort of Conservative Investing: Balancing Peace of Mind with Long-Term Growth

For many approaching or in retirement, the portfolio becomes more than just a balance of stocks and bonds—it represents a cash flow lifeline and a potential legacy for future generations. So, it’s perfectly understandable to minimize anxiety, opting for stable returns and lower volatility. But what if that peace of mind comes at a cost? The cost of long-term financial opportunity? How can we balance these competing priorities?

Read More