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News and media

  • September 06, 2024

    Johnson Investment Counsel Named as Goering Center Honoree

    Johnson Investment Counsel featured in a Cincinnati Business Courier article as one of ten 2024 honorees at the Goering Center’s 25th Annual Family & Private Business Award. The article highlights Johnson’s commitment to financial peace of mind and focuses on leadership development, client satisfaction, and community involvement. “Johnson Investment Counsel: Investing in the future.” Cincinnati Business Courier, 9/6/2024.

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    Each September, the Goering Center recognizes and celebrates businesses who have demonstrated exceptional achievements in one or more of 10 Best Practices of Successful Family and Private Businesses, thereby positively impacting their organizations and communities.  The ranking may not be representative of any one employee’s experience.  The ranking is also not indicative of future performance and is not a guarantee of future investment success.

  • August 26, 2024

    Dan Barnett Talks About Retirement Savings Tips

    Senior Portfolio Manager Dan Barnett, CFA, was interviewed by Amy Scalia of Cincinnati Refined on retirement savings tips for their show on Local12. “Retirement savings: Tips to keep you on track.” Cincinnati Refined, 8/26/2024.

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    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.

  • August 15, 2024

    Brian Kute on the Importance of Quality SMID Cap Companies

    Managing Director of Research & Senior Portfolio Manager Brian Kute, CFA, emphasizes the importance of investing in quality small and mid-cap (SMID) companies in this Financial Advisor article. Read more here about our approach in Brian’s article “An Approach To Future-Proofing Mid- And Small-Cap Portfolios.” Financial Advisor, 8/15/2024.

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    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.

  • August 01, 2024

    Charles Rinehart on Apple’s 3Q 2024 Earnings Report

    Chief Investment Officer Charles Rinehart, CFA, CAIA shares insights on Apple’s 3Q 2024 earnings report, noting how important the upcoming AI launch is to the business. “Apple’s iPhone Sales Slide, but Investors Still Expect AI Rally.” Wall Street Journal, 8/1/2024.

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    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 26, 2024

    Bryan Andress on GE's 2024 Second Quarter Earnings

    Senior Research Analyst Bryan Andress, CFA weighs in on General Electric’s Q2 earnings release, noting that each phase of GE Aerospace’s emergence as a stand-alone company has come with stronger profitability. “GE Aerospace soars as an independent public company as stock jumps amid Q2 earnings.” Cincinnati Business Courier, 7/26/2024.

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    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 23, 2024

    Bill Jung Talks on 5/3’s Second-Quarter 2024 Earnings Report

    Senior Research Analyst Bill Jung, CFA weighs in on Fifth Third Bancorp’s second-quarter earnings report, noting how Fifth Third management continues to navigate the headwinds facing the banking industry relatively well. “Fifth Third CEO says bank will add more Southeast branches as Q2 earnings beat expectations again.” Cincinnati Business Courier, 7/23/2024.

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    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 19, 2024

    Largest Cincinnati Money Management Firms 2024

    Johnson Investment Counsel ranked 3rd in Cincinnati Business Courier’s Largest Greater Cincinnati Money Management Firms list. The ranking is based on assets under management reported by individual firms via an online survey. “Largest Greater Cincinnati Money Management Firms.” Cincinnati Business Courier, 7/19/2024.

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    The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success. The ranking is based on assets under management as of 5/1/24 reported by individual firms via an online survey.

  • July 12, 2024

    Financial Advisor Magazine Ranking 2024

    Johnson Investment Counsel ranked as the 31st largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2024 RIA Ranking." Financial Advisor Magazine, 7/12/2024.

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    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, 2023, to be included in the print edition of Financial Advisor magazine’s 2024 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. 

  • June 24, 2024

    Joe Abbott Talks on Kroger’s First-Quarter 2024 Earnings

    Senior Research Analyst Joe Abbott, CFA weighs in on Kroger’s first-quarter earnings, noting the commentary on second-quarter expectations came in a bit weaker than hoped for primarily due to margin pressure. “Kroger shares fell even after 1Q earnings beat expectations. Here’s why.” Cincinnati Business Courier, 6/24/2024.

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    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 18, 2024

    Laura Mattern Talks on 529 College Savings Plans

    Senior Portfolio Manager Laura Mattern, CFA, CFP®, was interviewed by Amy Scalia of Cincinnati Refined on saving for college and 529 plans for this week's show on Local12. “The ABCs of 529 College Savings Plans.” Cincinnati Refined, 6/15/2024.

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    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.

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Read our latest insights

  • Presentations

    A Simple Approach to Understanding Your P&G Profit Sharing Trust (PST) Distribution Options

    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.

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  • Blog: Beyond the Numbers

    Annuities: Peace of Mind for a Price

    For many nearing retirement, the decision to purchase an annuity isn’t about returns—it’s about peace of mind. But what are you really paying for that feeling of safety? With annuity sales reaching record highs, it's time to unpack the psychological tradeoffs, hidden costs, and key risks.

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  • Updates

    Johnson Investment Counsel Names Six New Shareholders

    Johnson Investment Counsel is pleased to announce six new shareholders to the firm. The shareholders include: Joshua Basinger, CTFA®, Alex Bey, CFA, David Christian, CFA, CFP®, Christopher Godby, CFA, Joseph Henderson, CLU®, CFP®, and James Wineland, CFP®, CIMA®, AIF®.

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  • Blog: Beyond the Numbers

    Should We Really Wait Until 70 to Claim Social Security?

    Timing your Social Security claim is a critical decision that impacts retirement cash flow, portfolio strategy, and long-term financial security. While delaying benefits can boost lifetime income, the right choice depends on personal health, lifestyle goals, and peace of mind—not just the numbers.

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  • Quarterly Insight

    The Case for Independence: Why We Stand Apart in an Era of RIA Mergers & Acquisitions

    As the wealth management industry continues to consolidate, we remain unwavering in our mission: to deliver independent, client-first financial guidance, free from external pressures or competing interests.

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  • Updates

    First Quarter 2025 Market Update

    CIO, Charles Rinehart, CFA, CAIA, discusses the market volatility in light of recent tariff changes. The S&P 500 fell 4.3% in Q1, while bonds rose nearly 3%. April brought sharp market swings as trade tensions with China escalated. The Fed held rates steady amid cooling inflation. We remain focused on disciplined, diversified investing through uncertainty.

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  • Blog: Beyond the Numbers

    Should We Pay off the Mortgage Before or In Retirement?

    Paying off a home might not be the optimal financial decision, and there are many variables involved in analyzing the data.  By using reasonable assumptions and a well-thought-out plan, the numeric disadvantages, when put in proper context, could be far outweighed by the advantages of peace of mind and contentment. 

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  • Quarterly Insight

    First Quarter 2025 Newsletter

    This quarter’s market update from CIO Charles Rinehart, CFA, CAIA, the JIC Beyond the Numbers blog “Should We Pay off the Mortgage Before or In Retirement?” 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.

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  • Updates

    Market Update: Staying the Course Through Continued Volatility

    Following last week's significant tariff announcements and subsequent market turbulence, we've experienced yet another week of heightened volatility. Policy uncertainty continues to drive sharp swings in markets, and we want to provide clarity on recent developments and our approach moving forward. 

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  • Updates

    Market Update: Navigating Tariff-Driven Volatility

    This week, the U.S. announced a broad set of new tariffs on imported goods—one of the most significant trade policy moves in decades. While markets were generally expecting an increase in tariffs, the announced policy exceeded even the most aggressive forecasts. This has triggered significant market volatility, and we want to provide clarity on what this means and how we’re managing through it.

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