In a recent interview with Asset TV, Charles Rinehart, CFA, CAIA, Chief Investment Officer at Johnson Asset Management, shares the top market trends the team is watching, our global outlook, and ways to manage downside risk. See what Charles has to say here, “A Top RIA’s Market & Macro Outlook.” Asset TV, 10/10/2024.
Charles Rinehart, CFA, CAIA, Chief Investment Officer at Johnson Asset Management recently contributed to the ChartMasters segment for Asset TV. In this video Charles explains the Fed’s history of cutting rates too late and the forces that can hinder economic growth. “Fed Cuts Helpful, But Not All-Clear.” Asset TV, 10/10/2024.
Dan Barnett, CFA, Senior Portfolio Manager, talks with John Matarese from WCPO about investment scams. Dan notes that embarrassment prevents many victims from admitting they’ve been scammed. He warns that red flags include pressure to invest quickly and unrealistic promises of returns over 20%. “Investment scams costing victims more money every year.” Scripps News, 10/9/24.
We are proud to be named once again among Forbes’ Top RIA Firms in America. This prestigious list acknowledges firms with a strong history of safeguarding and growing client wealth for future generations. Forbes, 10/8/24.
Brandon Zureick, CFA, Managing Director and Portfolio Manager, discusses his views on the labor market and economy have rebalanced. He observes that although consumer confidence has decreased, the labor market and economy have successfully adjusted. This is highlighted in the article “Consumer Confidence Tumbles on Job Worries Ahead of the Election.” U.S. News & World Report, 9/24/2024.
Brandon Zureick, CFA, Managing Director and Portfolio Manager, shares his perspective on the Federal Reserve's decision to cut interest rates by half a percent. He notes that while the change may not significantly alter economic conditions, it does convey a clear message to businesses and consumers that the Fed is committed to lowering interest rates. "Interest rate cuts bring good news, but consumers may not feel a huge impact.” Spectrum News 1, 9/21/2024.
Barron’s ranked Johnson Investment Counsel 29th in the nation in their 2024 “Top 100 RIA Firms” ranking. Barron's, 9/16/24.
Joe Abbott, CFA, Senior Research Analyst, shares his thoughts on Kroger’s second-quarter 2024 earnings, highlighting the unexpected improvement in gross margins. “We are confident; Kroger CEO talks Albertsons merger, FTC court case and why results beat expectations.” Cincinnati Business Courier, 9/16/2024.
Senior Research Analyst Joe Abbott, CFA offers insight into the potential Kroger-Albertsons merger, sharing that the case boils down to how the grocery market is defined, if the deal would weaken labor competition and whether C&S would be a relevant competitor. “Kroger-Albertsons merger: Trial comes down to economists testimony, expert says.” Cincinnati Business Courier, 9/11/2024.
Johnson Investment Counsel featured in a Cincinnati Business Courier article as one of ten 2024 honorees at the Goering Center’s 25th Annual Family & Private Business Award. The article highlights Johnson’s commitment to financial peace of mind and focuses on leadership development, client satisfaction, and community involvement. “Johnson Investment Counsel: Investing in the future.” Cincinnati Business Courier, 9/6/2024.
We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.
Looking to align your giving with your values? Discover how purposeful philanthropy can create a legacy and support what matters most.
Financial headlines offer endless reasons to worry, moving fast and designed to alarm. The anxiety is understandable, but predictions are only guesses. What matters more is perspective. Five numbers don’t predict the near future, but they show how markets have held up through wars, recessions, and crises, and what that history means for supporting your life and legacy.
Read our 1Q 2026 Quarterly Insight newsletter, including this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, this month's JIC Blog, "Five Numbers You Need to Know For Uncertain Times," and this quarter's JIC employee news.
The year opened with the strongest economic momentum we’ve seen in a while—broader market strength, improving consumer conditions, and signs of a healthier expansion. Then a sudden geopolitical conflict disrupted a key global energy route and introduced a wave of volatility. In this quarter’s update, CIO Charles Rinehart explains how quickly the landscape shifted, what history suggests about moments like this, and why long-term investors may still have reasons to stay confident.
Want to make a meaningful gift without sacrificing your financial goals? See how tax-efficient giving strategies can amplify your impact.
Thinking about selling a family business? Explore how coordinated planning can turn a business milestone into a lasting legacy.
Planning a major purchase in retirement? Learn how smart withdrawal strategies can minimize taxes and maximize confidence.
There is a season of life, usually between ages 50 and 60, when financial progress shifts from accumulation to protection, prudent decumulation, and leaving a legacy. The foundation has been built, and it is meaningful. Naturally, the conversation turns to preserving it.
See how Johnson Investment Counsel helps individuals, families, and business owners navigate complex financial decisions through customized, holistic wealth management.
Worried about concentrated stock and family security? See how a custom hedging strategy helped one family reduce risk and plan for the future.