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.
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.
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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.
Worried about concentrated stock and family security? See how a custom hedging strategy helped one family reduce risk and plan for the future.