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.
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
We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.
Trump Accounts introduce an interesting new planning option, but they are not the revolutionary wealth-building vehicle some early commentary may have suggested. For many families, 529 plans, custodial Roth IRAs, UTMAs, and traditional taxable investment accounts will continue to play the primary role in helping children and grandchildren build wealth.
The first half of 2026 brought strong economic growth and market gains, alongside unexpected challenges including geopolitical tensions and AI-driven semiconductor shortages. In this mid-year update, CIO Charles Rinehart, CFA, CAIA, and Senior Managing Director Brandon Zureick, CFA discuss what shaped markets so far and what may lie ahead for investors.
Read our 2Q 2026 Quarterly Insight newsletter, including this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, this month's JIC Blog, "Trump Accounts: A New Tool for Children and Grandchildren, But Not a Planning Panacea," and this quarter's JIC employee news.
Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarships to two outstanding students, Emma Moulas and Ginny Theobald.
Is your estate plan aligned with your goals today? Learn why taking a closer look at your estate documents can help ensure your wishes are carried out as intended.
A 1035 exchange can lower annuity fees, improve investment options, and preserve tax deferral—but it requires careful evaluation. Learn when it makes sense, key risks, and the value of objective, fee-only advice.
Johnson Investment Counsel is pleased to announce two new shareholders to the firm. The shareholders include: Andrea Ernst, CFP®, and Andrew Kucia, CFP®.
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.
When discussing wealth planning advice with clients and prospective clients, it’s not uncommon for one question to either be explicitly articulated or considered privately: “How do we know the advice we’re receiving is truly in our best interest?” In recent years, the term “fiduciary” has become central to that conversation.
Looking to align your giving with your values? Discover how purposeful philanthropy can create a legacy and support what matters most.