News and media

Johnson Investment Counsel’s Managing Director and Senior Portfolio Manager, Tony Kure, recently shared his expert insights with InvestmentNews on how retirees should navigate the challenges of a below-inflation cost-of-living adjustment (COLA) and broader concerns about the future of Social Security. “First COLA prediction since tariffs is out; is it time to claim Social Security?” InvestmentNews, 4/11/2025.

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.

Chief Executive Officer, Jason Jackman, CFA, spoke with InvestmentNews on the cost of consolidation from mergers and acquisitions and why Johnson has remained employee owned. Read the full article here: “Why these RIA firms are sitting out the M&A trend.” InvestmentNews, 3/24/2025.

Retirement brings new financial challenges, but it also opens up unique opportunities for smart tax planning. Tony Kure, CFP, discusses one of the most crucial periods— the "Golden Window"—a strategic period when retirees can take proactive steps to minimize their lifetime tax burden and secure long-term financial success. Understanding and leveraging this window can make a significant difference in preserving wealth for the years ahead. “The Golden Window: A Top Tax Strategy for the Right Retirees.” Kiplinger, 3/1/2025.

In a recent interview with The Wall Street Journal, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed Apple’s earnings. Although iPhone sales did not deliver on expectations Charles noted there is no reason to believe that once AI features are more robust consumers will upgrade. “Apple iPhone Sales Shrink Slightly as Investors Await AI Payoff.” Wall Street Journal, 1/30/2025.

Bill Jung, CFA, Senior Research Analyst, offered some insight to Steve Watkins about Fifth Third’s steady performance this quarter. Read more about Bill’s insights in the full article. “Fifth Third CEO talks about why business owners are more likely to borrow this year.” Cincinnati Business Courier, 1/22/2025.

Joe Abbott, CFA, Senior Research Analyst, commented on Procter & Gamble’s quarterly earnings, highlighting strong execution and market share gains, despite the global challenges. Read more of Joe’s insights in the full article. “How P&G overcame obstacles to surprise analysts, boost market value.” 1/22/2025

Jason Jackman, CEO, recently joined Steve Watkins to discuss the firm's achievement of surpassing $20 billion in assets under management. Jackman emphasized that while growth is a significant milestone, the importance of the growth is that we are helping more people than we ever have before. Read the full article here: “Johnson Investment Counsel crosses major milestone.” Cincinnati Business Courier, 1/16/2025.

Managing Director and Senior Portfolio Manager Tony Kure, CFP offers insight into different strategies for claiming Social Security benefits. “What Is the Maximum Possible Social Security Benefit in 2025?” U.S. News and World Report, 1/13/2025.

Chris Godby, CFA, Senior Research Analyst, provided insight on the acquisition reports of one of the largest public companies in Cincinnati. Godby suggested this reported deal is somewhat of a surprise, given the Paycor investment in a new downtown Cincinnati headquarters and the naming rights for the Bengals stadium. He continued that these actions are more indicative of an independent company seeking growth versus one that was for sale. “Paycor, one of Cincinnati’s largest public companies, in talks to be acquired, report says.” Cincinnati Business Courier, 1/6/2025.