News and media

Johnson Trust Company is pleased to announce Trust Counsel Alethea Teh Busken, Esq., has earned her Certification in Estate Planning, Trust and Probate Law from the Ohio Bar Association. This rigorous certification allows attorneys to position themselves as specialists in their field. Alethea is one of only 13 lawyers in the state to be newly certified this year.

Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on March inflation data and the impact it is likely to have on Federal Reserve rate cut decisions this year. Noting that these higher-than-expected inflation numbers are likely to mean few rate cuts this year than initially anticipated. "Investors hold out for rate cuts as inflation rises.” Spectrum News 1, 4/14/2024.

Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on Biden’s billionaire tax proposal. Noting the difficulty in implementing this type of tax as billionaires often don’t have a typical paycheck. "The big flaw in Biden’s billionaire tax proposal, according to experts.” Yahoo! Finance, 4/6/2024.

Managing Director and Senior Portfolio Manager Tony Kure, CFP offers some key strategies for raising financially savvy kids. Noting the importance of empowering kids from an early age in an effort to build a healthy relationship with money as adults. "I’m a Financial Expert: 5 Ways I’m Raising My Kids To Be Financially Savvy Adults.” GoBankingRates.com, 4/5/2024.

Chief Executive Officer Jason Jackman, CFA weighs in on the economic impact of elections in Ohio, noting that competitive general election races in the state this fall are likely to bring significant outside money into the state. “Economic impact of primary and general elections in Ohio.” Spectrum News 1, 3/31/2024.

Johnson Investment Counsel ranked 8th in Columbus Business First’s Largest Central Ohio Financial Planners – Fee Only list. The ranking is based on assets under management reported by individual firms via an online survey. “Largest Central Ohio Financial Planners – Fee Only.” Columbus Business First, 3/28/24.

Senior Research Analyst Joe Abbott, CFA weighs in on Kroger’s fourth-quarter 2023 earnings report, noting that fiscal 2024 guidance looks solid. “Kroger stock soars after 4Q earnings, guidance exceed estimates.” Cincinnati Business Courier, 3/7/2024.

Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on the Federal Trade Commission’s attempt to block the acquisition of Albertsons by the Kroger Company. Noting how although there are strong arguments for the deal to go though, there are also points in favor for the FTC to shut it down. "Roadblock: Kroger is trying to get past the FTC’s efforts to halt its $24.6B acquisition of rival grocer Albertsons.” Cincinnati Business Courier, 3/6/2024.

Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the Fed’s decision to keep rates steady at the most recent FOMC meeting with Spectrum News 1, noting that the Fed pushed back a bit on the notion they are going to be lowering rates in the very near term. “The Federal Reserve isn’t moving so fast on cutting rates.” Spectrum News 1, 2/4/2024.

CEO Jason Jackman, CFA spoke with Asset TV about the change in market sentiment, economic risks to watch in the new year, and the impact of elections on market performance. “What to Tell Clients Concerned about the 2024 Election.” Asset TV, 2/1/2024.