Senior Managing Director Brandon Zureick shared his insights with Kiplinger’s on the Federal Reserve meeting and monetary policy in the coming months. “The Fed’s near-term inflation forecast is likely to change given higher oil prices, says Johnson Investment Counsel's chief economist." Kiplinger, 3/18/2026.
Our Chief Investment Officer, Charles Rinehart, spoke with the Wall Street Journal’s Rolfe Winkler on how investors are viewing Apple’s AI approach.“ Apple Is Way Behind in AI—and Still Making a Fortune from It.” The Wall Street Journal, 3/18/2026.
Managing director Anthony Kure recently provided his perspective with GOBankingRates’ Josephine Nesbit, outlining practical strategies to help safeguard retirement savings against inflation. “How To Protect Your Social Security and Retirement Income From Inflation.” GoBankingRates, 3/17/26.
Managing Director Anthony Kure recently shared actionable strategies for protecting retirement savings with MarketWatch’s Alisa Wolfson, including how to build a reliable retirement paycheck, regularly rebalancing a portfolio, and more. “Here’s exactly how many retirees had to ‘un-retire’ in the last 6 months — and how you can avoid the same fate.” MarketWatch, 3/10/26.
Senior Research Analyst Joe Abbott, CFA, shared his perspective with Cincinnati Business Courier’s Steve Watkins on Kroger’s earnings and what new CEO Greg Foran’s operating approach could mean for the company’s strategy moving forward. “Kroger promotes 84.51 president to new AI role, plans stores in two new cities.” Cincinnati Business Courier, 3/9/26.
Brandon Zureick, Senior Managing Director, spoke with Forbes’ Erik Sherman about the impact of tariffs – covering tax implications for corporate earnings, portfolio diversification and more. “How Tariffs Might Affect Your Investments In 2026.” Forbes, 2/28/2026.
Brandon Zureick, Senior Managing Director, weighed in on what the SCOTUS ruling could mean for consumers, markets and the direction of U.S. monetary policy. “What the SCOTUS Trump tariff decision means for portfolios.” Financial Planning, 2/20/2026.
Joe White, Portfolio Manager, answers this question, with considerations on why this may be the right approach – and why it may not be. “I Plan to Claim Social Security at Full Retirement Age Just to Invest the Money. Is This Genius?” Money, 2/13/2026.
Joe Abbott, Senior Research Analyst, discusses Kroger’s appointment of Greg Foran as its new CEO and what his operational background could mean for the company’s strategy moving forward. “With Foran, Kroger Eyes a Fresh Start.” Cincinnati Business Courier, 2/12/2026.
Charles Rinehart, Chief Investment Officer, discusses Kraft Heinz’s decision to pause plans to split into two companies and the profitability considerations behind the move with Reuters. “New Kraft Heinz CEO’s Difficult Choice: Split or Double Down.” Reuters, 2/12/2026.
Chad Maggard, Managing Director, discusses the generational wealth transfer and some red flags that are often overlooked with InvestmentNews. “How to prepare an heir for the $84 trillion wealth transfer including the red flags.” InvestmentNews, 2/9/2026.
Charles Rinehart, Chief Investment Officer, shares key considerations for evaluating index funds given the outsized influence of the “Magnificent Seven” with Fortune. “How the Magnificent 7 destroyed index funds: There’s nowhere to hide.” Fortune, 2/4/2026.
Brandon Zureick, Senior Managing Director, shared his insights with Kiplinger’s about the Federal Reserve meeting and monetary policy in the coming months. “What the January Fed meeting could mean for consumers, according to Johnson Investment Counsel's chief economist” and “There's still the potential for rate cuts this year, says Johnson Investment Counsel's chief economist.” Kiplinger, 1/28/2026.
Managing Director and Senior Portfolio Manager, Tony Kure, recently discussed key issues all taxpayers should be aware of when filing their 2025 tax returns. “Tax Season Is Here: 9 Important New Things to Know.” Quartz, 1/13/2026.
In a recent Barron’s interview, Charles Rinehart, Chief Investment Officer, discussed investor portfolio construction and how to think about global exposure in 2026. “Retirees, Here’s How to Invest for a Fracturing World.” Barron’s, 1/7/2026.
Johnson Investment Counsel Chief Investment Officer Jason Jackman, CFA, is included in Ohio 500, Ohio Business Magazine’s 2025 list of “The State’s Most Powerful & Influential People.” Ohio Business Magazine, 12/26/2025.
Managing Director of Dayton Market, Vince Russell sat down with2NEWS anchor Lauren Wood to discuss the possibility of a market “pop” similar to the late ’90s tech bubble. “5 on 2: AI investment frenzy leading to a bubble?” 2News, 11/17/2025.
Joe Abbott, CFA, Senior Research Analyst, shared his insights with Cincinnati Business Courier on P&G’s Q1 2026 fiscal earnings, released Friday. He highlighted the company’s key strategic shifts, renewed focus on the consumer and explains why P&G exceeded economic expectations. Read more of Joe’s insights in the full article. “P&G now expects tariff impact to be half of what it previously forecast.” Cincinnati Business Courier, 10/27/2025.
Anthony Kure, CFP® recently spoke with MarketWatch’s Morey Stettner about the hidden risks of “supersaving” and strategies to maintain balance in “You can be a supersaver for retirement — but it’ll cost you.” MarketWatch, 10/24/2025.
Senior Managing Director, Brandon Zureick, CFA joined CBS MoneyWatch to break down September’s CPI report – highlighting how rising prices, interest rate shifts and tariff pressures are influencing Social Security, consumer confidence and long-term planning. “CPI report shows inflation continued to climb in September, although at a cooler pace than forecast.” CBS MoneyWatch, 10/24/2025.
Johnson Investment Counsel Chief Investment Officer Jason Jackman, CFA, is included in Cincinnati 300, Cincinnati Magazine’s 2025 list of the city’s most influential leaders. Cincinnati Magazine, 10/3/2025.
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. "2025 America's Top RIA Firms." Forbes, 10/1/25.
Sherwin-Williams recently announced a pause to its 401(k) match. Tony Kure, Managing Director and Senior Portfolio Manager, recently spoke with Forbes about what it means and the steps you can take to keep your retirement on track. “How To Navigate Retirement Savings If Your Company Suspends 401(k) Plan Matches”. Forbes, 9/26/2025.
Barron’s once again recognizes Johnson Investment Counsel as one of the Top RIA Firms in the country. “2025 Top 100 RIA Firms.” Barron’s, 9/15/2025.
Johnson Investment Counsel ranked 4th in Cincinnati Business Courier’s “Cincinnati's 25 largest money managers, locally based” The ranking is based solely on assets under management reported through firms’ ADVs. Cincinnati Business Courier, 9/5/25
Johnson Investment Counsel ranked 2nd in the Dayton Business Journal’s “Dayton’s 25 Largest Money Managers.” The ranking is based on assets under management reported by individual firms via an online survey. Dayton Business Journal, 9/5/25.
In a recent Barron’s interview, Tony Kure, Managing Director and Senior Portfolio Manager, discussed Bitcoin, private equity, and other alternative assets entering 401(k) options. He noted growing interest could prompt managers to explore more opportunities, while investors should keep in mind factors like fees, transparency, and volatility. “Bitcoin, Private Equity, and Other Alt Investments Are Coming for Your 401(k). What Could Go Wrong?” Barron's, 8/7/2025.
Senior Research Analyst Joe Abbott shared insights with Cincinnati Business Courier about the CEO transition at P&G, noting Shailesh Jejurikar is a natural choice. He expects the company will stay focused on its recent restructuring plan, which aims to boost investment in products and marketing. “Quicker Picker Upper? P&Gs new CEO will help a reorganization effort at the region’s most valuable company. Here’s what it means for Cincinnati.” Cincinnati Business Courier, 8/7/2025.
In a recent interview with The Wall Street Journal, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed Amazon’s Cloud Performance, noting that investors are closely watching Amazon to see if its cloud services growth keeps pace with rivals such as Google-parent Alphabet. “Amazon Shares Fall Because Cloud Unit’s Growth Wasn’t Enough for Wall Street” Wall Street Journal, 7/31/2025.
Johnson Investment Counsel ranked as the 32nd largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2025 RIA Ranking." Financial Advisor Magazine, 7/11/2025.
Johnson Investment Counsel names Joshua Basinger, CTFA®, Alex Bey, CFA, David Christian, CFA, CFP®, Christopher Godby, CFA, Joseph Henderson, CLU®, CFP®, and James Wineland, CFP®, CIMA®, AIF® as new shareholders. This brings the grand total of shareholders to 52 out of 158 employees. "Johnson Investment Counsel, one of Cincinnati’s largest wealth management firms, adds six shareholders." Cincinnati Business Courier, 7/3/2025.
Chad Maggard, CFA, Managing Director at Johnson Investment Counsel, joins the Smart Money Circle Show to share insights on building trust, navigating market uncertainty, and delivering value in every client interaction. Tune in as he offers a candid look at the wealth management industry and what it takes to thrive in challenging times. "Managing Tough Client Talks: Lessons from a $20 Billion AUM Firm." Smart Money Circle Show Hosted By Adam Sarhan, 6/16/2025.
Mary P. Burns, Esq., Vice President of Estate Planning and Senior Trust Counsel at Johnson Investment Counsel, shares her expert perspective on the upcoming expiration of the Tax Cuts and Jobs Act (TCJA) and its potential impact on estate plans for high-net-worth individuals and families. Explore her insights in the full article: "Estate Planning Is Changing in 2026 - Here's How." Financial Advisor Magazine, 6/6/2025.
Johnson Investment Counsel was named a Top Workplace by The Cincinnati Enquirer for the 12th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquirer, 5/29/2025.
Charles Rinehart, Chief Investment Officer at Johnson Investment Counsel, offers a fresh perspective on the traditional divide between growth and value stocks. Read more about Charles’ insights in the full article: “Warren Buffett Invested In These 2 Growth Stocks Despite His Long History as a Value Investor.” GoBankingRates.com, 4/22/2025.
Bill Jung, CFA, Senior Research Analyst, noted a mixed but balanced quarter for Fifth Third Bank. Read more about Bill’s insights in the full article. “Fifth Third CEO offers insight on how tariffs are affecting business borrowing.” Cincinnati Business Courier, 4/21/2025.
Johnson Investment Counsel’s Managing Director and Senior Portfolio Manager, Tony Kure, recently shared his expert insights with InvestmentNews on how retirees should navigate the challenges of a below-inflation cost-of-living adjustment (COLA) and broader concerns about the future of Social Security. “First COLA prediction since tariffs is out; is it time to claim Social Security?” InvestmentNews, 4/11/2025.
Johnson Investment Counsel is honored to be ranked 8th in Columbus Business First’s Largest Central Ohio Financial Planners – Fee-Only list. This ranking, based on assets under management as reported by individual firms, reflects our continued commitment to providing trusted, independent financial guidance. We remain dedicated to serving our clients with personalized financial planning and investment management expertise. “Here are the 19 largest fee-only financial planning firms in Central Ohio.” Columbus Business First, 3/28/25.
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.
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.
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.
Senior Portfolio Manager Dan Barnett, CFA, was interviewed by Amy Scalia of Cincinnati Refined on retirement savings tips for their show on Local12. “Retirement savings: Tips to keep you on track.” Cincinnati Refined, 8/26/2024.
Managing Director of Research & Senior Portfolio Manager Brian Kute, CFA, emphasizes the importance of investing in quality small and mid-cap (SMID) companies in this Financial Advisor article. Read more here about our approach in Brian’s article “An Approach To Future-Proofing Mid- And Small-Cap Portfolios.” Financial Advisor, 8/15/2024.
Chief Investment Officer Charles Rinehart, CFA, CAIA shares insights on Apple’s 3Q 2024 earnings report, noting how important the upcoming AI launch is to the business. “Apple’s iPhone Sales Slide, but Investors Still Expect AI Rally.” Wall Street Journal, 8/1/2024.
Senior Research Analyst Bryan Andress, CFA weighs in on General Electric’s Q2 earnings release, noting that each phase of GE Aerospace’s emergence as a stand-alone company has come with stronger profitability. “GE Aerospace soars as an independent public company as stock jumps amid Q2 earnings.” Cincinnati Business Courier, 7/26/2024.
Senior Research Analyst Bill Jung, CFA weighs in on Fifth Third Bancorp’s second-quarter earnings report, noting how Fifth Third management continues to navigate the headwinds facing the banking industry relatively well. “Fifth Third CEO says bank will add more Southeast branches as Q2 earnings beat expectations again.” Cincinnati Business Courier, 7/23/2024.
Johnson Investment Counsel ranked 3rd in Cincinnati Business Courier’s Largest Greater Cincinnati Money Management Firms list. The ranking is based on assets under management reported by individual firms via an online survey. “Largest Greater Cincinnati Money Management Firms.” Cincinnati Business Courier, 7/19/2024.
Johnson Investment Counsel ranked as the 31st largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2024 RIA Ranking." Financial Advisor Magazine, 7/12/2024.
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.
Senior Research Analyst Joe Abbott, CFA weighs in on Procter & Gamble’s first earnings report of 2024, noting P&G is executing well although the market environment across a few regions remains challenging. “P&G reports strong profits, but misses mark on sales for a second quarter in a row.” Cincinnati Business Courier, 4/19/2024.
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.
Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on how the large bank failures that occurred in early 2023 have continued to impact the banking industry. Noting how these failures may increase regulations on all banks moving forward. "Last year’s SVB Signature Bank failures are now costing Ohio banks hundreds of millions of dollars.” Cleveland.com, 1/26/2024.
Senior Research Analyst Bill Jung, CFA weighs in on Fifth Third Bancorp’s fourth-quarter earnings report, nothing how successful Fifth Third appears to be at managing the headwinds facing the banking industry. “Fifth Third CEO Tim Spence: Bank ‘in position to play offense’ when it comes to making loans in ‘24.” Cincinnati Business Courier, 1/23/2024.
Senior Research Analyst Bryan Andress, CFA weighs in on General Electric’s 2023 earnings release, noting the strong showing of GE’s Aerospace segment. “GE Aerospace, GE Vernova ‘ready to launch’ ahead of April spinoff.” Cincinnati Business Courier, 1/23/2024.
Senior Research Analyst Joe Abbott, CFA weighs in on Procter & Gamble’s final earnings report of 2023, emphasizing the growing significance of volume growth to investors. “P&G’s higher prices, productivity growth offset sluggish sales ahead of expected 2024 slowdown.” Cincinnati Business Courier, 1/23/2024.
Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the interest rate outlook for 2024 with Spectrum News 1, noting that steady interest rates and slowing economic growth could bring positive developments for consumers. “Consumers May See Some Relief in 2024.” Spectrum News 1, 12/31/2023.
Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.
Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.
Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.
Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.
Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.
Johnson Investment Counsel Chief Investment Officer Jason Jackman, CFA, is included in Cincinnati 300, Cincinnati Magazine’s 2023 list of the city’s most influential leaders. "The Region's Most Powerful Business Leaders." Cincinnati Magazine, 11/13/2023.
Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the U.S. jobs report with Spectrum News 1, sharing that gains across the U.S. economy slightly surpassed economists’ expectations. Zureick also pointed out that the outlook is even better for Ohio where reshoring and new manufacturing activity will continue to support regional job growth. “Impact of U.S. Jobs Report on Ohio.” Spectrum News 1, 12/11/2023.
Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the recent federal spending bill with Spectrum News 1, highlighting its implications for the economy. The efforts to prevent a government shutdown were particularly welcome news, especially considering the holiday travel season. Zureick also noted that the pace of inflation is moderating, which is positive news for both consumers and investors. "Impact of Government Spending Bill and the Consumer Price Index." Spectrum News 1, 11/20/2023.
Senior Research Analyst Bill Jung, CFA, weighs in on Fifth Third’s third-quarter earnings in a Cincinnati Business Courier article: "Fifth Third CEO on 3Q earnings: ‘It was one of the better quarters anybody posted." Cincinnati Business Courier, 10/24/2023.
Senior Research Analyst Joe Abbott, CFA, weighs in on P&G’s revised earnings expectations in a Cincinnati Business Courier article: " Procter & Gamble beats Wall Street expectations in first-quarter earnings report, revises 2024 guidance." Cincinnati Business Courier, 10/19/2023.
Senior Research Analyst Joe Abbott, CFA, weighs in on tInstacart’s $660 million initial public offering and its impact on Kroger in the Cincinnati Business Courier article: "Kroger in line to make big haul from Instacart’s $660 million IPO through Albertsons." Cincinnati Business Courier, 9/20/2023.
Barron’s ranked Johnson Investment Counsel 36 in the nation in their 2023 Top 100 RIA Firms ranking. “Top 100 RIA Firms.” Barron's, 9/18/23.
Senior Research Analyst Joe Abbott, CFA, weighs in on Kroger’s lower than expected same-store sales growth in the Cincinnati Business Courier article: " Kroger CEO Rodney McMullen on store divestitures: ‘We've addressed all the questions the FTC would have.’" Cincinnati Business Courier, 9/11/2023.
Managing Director of Dayton Market Vince Russell highlighted in Dayton Daily News: " Oakwood dad educates teachers, students on the stock market: Vince Russell wants others to learn lessons he didn’t while growing up." Dayton Daily News, 8/20/2023.
Managing Director of Northeastern Ohio Market Tony Kure, CFP® weighs in on Moody’s Investors Service’s “negative outlook” rating of PNC, Citizens, Fifth Third, Huntington banks in Cleveland.com article: " Moody’s gives ‘negative outlook’ to PNC, Citizens, Fifth Third, Huntington banks. But what does that mean?" Cleveland.com, 8/11/2023.
Senior Research Analyst Joe Abbott, CFA, weighs in on P&G’s earnings expectations in a Cincinnati Business Courier article: "P&G beats earnings expectations, forecasts even stronger sales in 2024." Cincinnati Business Courier, 7/28/2023.
Johnson Investment Counsel ranked 4th in Cincinnati Business Courier’s Largest Greater Cincinnati Money Management Firms list. The ranking is based on assets under management reported by individual firms via an online survey. “Largest Greater Cincinnati Money Management Firms.” Cincinnati Business Courier, 7/24/2023.
Johnson Investment Counsel ranked as the 29th largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2023 RIA Ranking." Financial Advisor Magazine, 7/17/2023.
Senior Research Analyst Bill Jung, CFA, weighs in on Fifth Third’s second-quarter earnings in a Cincinnati Business Courier article: "Fifth Third defies industry trends amid 'difficult environment. ' Here's what its CEO is saying." Cincinnati Business Courier, 7/21/2023.
Johnson Investment Counsel names Bryan Andress, CFA, Sandy Himmelsbach, CFP®, ChSNC®, Ryan Martin, CFA, Laura Mattern, CFA, CFP®, Max Monk, CFA, Justin Rowden, CFP®, and Michael Timm, CFA, CFP® as new shareholders. This brings the grand total of shareholders to 48 out of 158 employees. "Cincinnati's Johnson Investment Counsel adds seven shareholders." Cincinnati Business Courier, 7/14/2023.
CEO Jason Jackman, CFA spoke with Spectrum News 1 about interest rates being paused and the possible impact on the economy and inflation. Jackman touched on why Americans should enjoy the “skip” on interest rates by the Federal Reserve, while it determines what its next move will be for the future in the interview: " What the Federal Reserve pause on interest rate hikes means for Americans." Spectrum News 1, 6/25/2023.
Johnson Investment Counsel named a Top Workplace by The Cincinnati Enquirer for the 10th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquirer, 6/19/2023.
JIC Senior Research Analyst Joe Abbott, CFA talks about Kroger’s first-quarter earnings in the Cincinnati Business Courier’s article “Why Analysts Aren’t Thrilled by Kroger’s First Quarter Results.” Cincinnati Business Courier, 6/15/2023.
CEO Jason Jackman, CFA spoke with Spectrum News 1 about the debt ceiling being suspended until 2025 and the impact on Federal Reserve's next decision. Jackman touched on the possibility of a recession in 2023 and what that will mean for the banking sector and borrowers in general in the interview: " Debt ceiling suspension impact on Federal Reserve's next." Spectrum News 1, 6/11/2023.
Johnson Investment Counsel ranked 19th in Crain’s Cleveland Business 2023 “Investment Advisor List.” The ranking is based on assets locally managed by the firms reported by individual firms via an online survey. Crain’s Cleveland Business, 5/15/2023.
CEO Jason Jackman, CFA spoke with Asset TV for their Meet the RIA series, discussing the firm’s inception, many of the firm’s strategic advantages, and the philosophy and approach that has allowed us to grow into one of the nation’s largest RIAs managing over $17 billion. "Meet the RIA: Johnson Investment Counsel." Asset TV, 5/1/2023
CEO Jason Jackman, CFA spoke with Asset TV about Q1 earnings, stress within regional banks, and insights on the likelihood of a recession. Jackman highlighted the importance of the firm’s focus on quality in portfolio construction and discussed where he’s investing client funds right now in the interview: "Lingering Regional Bank Stress and Recession Outlook." Asset TV, 4/25/2023
VP of Trust Services Tara N. Adams, CTFA, was interviewed by ForthRight Women on the topic of “getting out of your own way.” Cincinnati Refined shared the interview as a part of their “Redefining the Art of Being an Executive Mom” series. Cincinnati Refined, 4/24/2023.
Johnson Investment Counsel ranked 7th 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, 3/31/2023.
VP of Trust Services Tara N. Adams, CTFA, was interviewed by Amy Scalia for International Women's Day. The two discussed Johnson Investment Counsel’s female-focused programming for this Local12 and Cincinnati Refined segment. "Women, Wealth, and Johnson." Cincinnati Refined, 3/8/2023
Our Powerhouse Donna Salyers featured in February’s Movers & Makers Magazine. Check out the feature on page 42: “Salyers shares insights at women’s networking event.” Movers & Makers Magazine, 1/24/2023.
Senior Research Analyst Bill Jung, CFA, weighs in on why Fifth Third’s fourth quarter 2022 earnings surprised analysts in a Cincinnati Business Courier article: "Fifth Third’s Fourth Quarter 2022 Earnings Surprised Analysts; here’s why." Cincinnati Business Courier, 1/19/2023.
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.