Johnson Investment Counsel Chief Investment Officer Jason Jackman, CFA, is included in Cincinnati 300, Cincinnati Magazine’s 2025 list of the city’s most influential leaders. Cincinnati Magazine, 10/3/2025.
We are proud to be named once again among Forbes’ Top RIA Firms in America. This prestigious list acknowledges firms with a strong history of safeguarding and growing client wealth for future generations. "2025 America's Top RIA Firms." Forbes, 10/1/25.
Sherwin-Williams recently announced a pause to its 401(k) match. Tony Kure, Managing Director and Senior Portfolio Manager, recently spoke with Forbes about what it means and the steps you can take to keep your retirement on track. “How To Navigate Retirement Savings If Your Company Suspends 401(k) Plan Matches”. Forbes, 9/26/2025.
Barron’s once again recognizes Johnson Investment Counsel as one of the Top RIA Firms in the country. “2025 Top 100 RIA Firms.” Barron’s, 9/15/2025.
Johnson Investment Counsel ranked 4th in Cincinnati Business Courier’s “Cincinnati's 25 largest money managers, locally based” The ranking is based solely on assets under management reported through firms’ ADVs. Cincinnati Business Courier, 9/5/25
Johnson Investment Counsel ranked 2nd in the Dayton Business Journal’s “Dayton’s 25 Largest Money Managers.” The ranking is based on assets under management reported by individual firms via an online survey. Dayton Business Journal, 9/5/25.
In a recent Barron’s interview, Tony Kure, Managing Director and Senior Portfolio Manager, discussed Bitcoin, private equity, and other alternative assets entering 401(k) options. He noted growing interest could prompt managers to explore more opportunities, while investors should keep in mind factors like fees, transparency, and volatility. “Bitcoin, Private Equity, and Other Alt Investments Are Coming for Your 401(k). What Could Go Wrong?” Barron's, 8/7/2025.
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.
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.
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.
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.