Senior Research Analyst Joe Abbott, CFA weighs in on Kroger’s first-quarter earnings, noting the commentary on second-quarter expectations came in a bit weaker than hoped for primarily due to margin pressure. “Kroger shares fell even after 1Q earnings beat expectations. Here’s why.” Cincinnati Business Courier, 6/24/2024.
Senior Portfolio Manager Laura Mattern, CFA, CFP®, was interviewed by Amy Scalia of Cincinnati Refined on saving for college and 529 plans for this week's show on Local12. “The ABCs of 529 College Savings Plans.” Cincinnati Refined, 6/15/2024.
Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on Apple’s Worldwide Developers Conference’s expected announcement of new artificial intelligence features, nothing that in the extremely competitive AI market it is important that Apple can start showing progress. “Apple Is Under Pressure to Deliver on AI at Monday’s WWDC Event.” Wall Street Journal, 6/10/2024.
Johnson Investment Counsel was named a Top Workplace by The Cincinnati Enquirer for the 11th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquire, 5/29/2024.
Managing Director and Senior Portfolio Manager Tony Kure, CFP offers insight into 529 plans for college savings, recommending opening this tax-favored account as soon as a child is born. “Interest on Federal Student Loans is Rising to 6.53%.” The New York Times, 5/24/2024.
Managing Director and Senior Portfolio Manager Tony Kure, CFP offers insights into different vehicles available to build a retirement paycheck, focusing specifically on annuities. “How to Build Your Retirement Paycheck – And Make It Last.” Barron’s, 5/24/2024.
Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on Apple’s Q2 2024 earnings report, noting that although iPhone sales were down a bit, they held on to their profitability. “Apple Sales Fall as iPhone, China Businesses Remain Sluggish.” Wall Street Journal, 5/2/2024.
Managing Director Dean Moulas, CFA, featured in Fanfare Magazine on why Johnson Investment Counsel has been involved with Cincinnati Symphony Orchestra since 2002. “Why We Give.” Fanfare Magazine, 3/1/2024.
Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on the factors influencing the price of gold, noting that real interest rates historically are closely tied to gold prices however geopolitical uncertainty plays as role as well. “What will gold be worth by the end of 2024? Here’s what some experts predict.” CBS MoneyWatch, 4/30/2024.
Senior Research Analyst Bill Jung, CFA weighs in on Fifth Third Bancorp’s first-quarter earnings report, noting how Fifth Third continues to distinguish itself as a leading deposit franchise. “Fifth Third CEO Tim Spence explains how bank’s 1Q earnings show it’s handling tough environment.” Cincinnati Business Courier, 4/23/2024.
We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.
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.
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.
Andrew Ross Sorkin’s “1929: The Year of the Great Crash and the Downfall of the American Dream,“ is a powerful reminder that financial crises are never just about numbers, they’re about human nature, leverage, and policy choices. While another Great Depression is highly unlikely, meaningful market downturns are inevitable.
In this year's annual Wealth Management Forum CEO Jason Jackman provides a firm update, and CIO Charles Rinehart and Managing Director Brandon Zureick share a detailed economic and market analysis. This presentation was recorded 2/4/2026.
Read our 4Q 2025 Quarterly Insight newsletter to find a letter from Chief Executive Officer Jason Jackman, CFA, this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, and, as always, catch up on all of your JIC employee news.
CIO Charles Rinehart, CFA, CAIA, reflects on a strong 2025 despite persistent headlines around tariffs, Fed policy, and economic uncertainty. With solid market gains, uneven growth, and elevated valuations heading into 2026, he highlights why discipline, diversification, and a long-term focus remain essential.
As we close 2025 and flip the calendar to 2026, we can look back at generally strong markets facing the cross-currents of economic and geopolitical uncertainty. These factors and scenarios have one thing in common: they are out of our control. Realizing this, we created a financial “checklist” for tactics we do control, which could have a positive effect on cash flow, balance sheets, and peace of mind as we close the book on another year.
Compassionate financial guidance for widows and widowers navigating life after loss. Discover practical steps, resources, and support from Johnson Investment Counsel to help you feel grounded and secure during this transition.
The market, like the weather, goes through seasons or cycles. Sometimes calm, sometimes stormy. With a portfolio designed to absorb shock and regulate your financial environment—through diversification, reliable income sources, and a clear plan—your financial thermostat can stay at a comfortable temperature no matter what the forecast says.