News and media

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.

Managing Director of Dayton Market, Vince Russell, recently talked to 2 News on what to do if you have any sort of windfall/inheritance. "What to do if you win the lottery”. 2 News, 12/30/2024.

Johnson Investment Counsel’s Managing Director and Portfolio Manager, Brandon Zureick, has been recognized as an InvestmentNews 2024 Rising Star. Press Release, 11/21/2024.

In a recent interview with The Wall Street Journal, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed Apple’s earnings. He was encouraged by the growth in advance of the AI features fully launching, noting there is an underappreciated demand. “Apple Sales Hit Quarterly Record as iPhone Business Rebounds.” Wall Street Journal, 10/31/2024.

Joe Abbott, CFA, Senior Research Analyst, commented on Procter & Gamble’s quarterly earnings, highlighting solid growth outside of the Middle East and China. He also emphasized that the company’s innovation pipeline has given management confidence that the trend of volume growth will continue. “P&G CFO says company still on track despite investor concerns over first-quarter revenue dip.” Cincinnati Business Courier, 10/ 21/2024.

In a recent interview with CNBC, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed P&G’s earnings. He noted that while the company is seeing weaker demand in China, the overall issues in Asia are minor compared to the difficulties P&G has overcome in the past. “Procter & Gamble earning beat estimates, but weak demand in China hurts sales.” CNBC, 10/18/2024.

Brandon Zureick, CFA, discusses bond strategies in his latest article, "Tips for Honing Your Bond Strategy." He highlights the growing focus on bonds in 2024, driven by elevated yields and potential rate cuts. Zureick explores how bonds offer stability and income, making them essential for balancing risks in investment portfolios. Understanding the right bond fund for your goals is key to success in the current market. “Tips for Honing Your Bond Strategy”, Kiplinger, 10/15/2024

In a recent appearance on Cincinnati Refined, Local 12’s new lifestyle show, Mary Burns, Esq., Vice President of Estate Planning, spoke with Abbey Cummins about Charitable Giving. She shared valuable information on making tax-efficient donations through qualified charitable distributions. “Make a meaningful impact with your wealth at Johnson Investment Counsel.” Cincinnati Refined, 10/14/2024.