News and media

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.

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.

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.

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.

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.

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.

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.

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.