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
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.
We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.
Social Security is facing a real and growing financing challenge. With trust-fund reserves projected to be depleted within the next decade and a national debt now exceeding $40 trillion, policymakers can no longer ignore the issue. The good news is that Social Security's problems are solvable. The bad news is that every solution involves tradeoffs.
We are proud to celebrate our CEO, Jason Jackman, and his wife, Amy, on being named recipients of the 2026 Horizon Award from the Horizon Community Foundation. This honor recognizes their exceptional leadership, integrity and lasting impact across the region.
When discussing inheritances, many families focus exclusively on how much will eventually be transferred. The more important question may be when the transfer occurs. For retirees who have sufficient assets to support their own lifestyle, health care needs, and long-term goals, strategic lifetime gifting can provide meaningful benefits to the next generation during the years when financial demands are often highest.
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®.