Quarterly Insight
3rd Quarter 2019
“Location, location, location” is a well-worn axiom keen-eyed investors employ when evaluating a potential real estate purchase. However, “location” can also be applied when thinking about the types of investment accounts that “house” stocks, bonds, and other investments. Some investors may reduce their tax liability and increase their after-tax returns by wisely allocating investments between taxable and non-taxable (retirement) accounts.
Quarterly Insight
Second Quarter 2019
An up-and-down second quarter resulted in further stock-market gains, capping off the best first half for the S&P 500 Index since 1997. The market volatility that began last October continued in the first half of 2019. Stocks plunged nearly 20% in late 2018 on fears of rising interest rates, trade uncertainty, and Chinese economic worries. The S&P 500 bounced back in a big way in the first quarter, gaining 13% as the Fed tempered expectations for rate increases and trade tensions seemed to ease.
Research Edge Video
Tariff Primer & Trade War Update
In this edition of the JIC Research Edge, Industrials Research Analyst Bryan Andress joins Portfolio Manager Jon McEvoy to discuss the ongoing trade war between the United States and China. They provide a practical explanation of how tariffs work, recap the major U.S. policy changes, and discuss the impact on U.S. companies.
Quarterly Insight
First Quarter 2019
Now that tax season has come and gone, most taxpayers are aware (in some cases, painfully) of the impact of the changes brought about by the Tax Cuts and Jobs Act. Each tax return has its own unique wrinkles, and few situations are the same. Still, one broad conclusion that has been made about the new law is the sharp reduction in the percentage of taxpayers who itemized deductions.
Research Edge Video
Yield Curve 101
In this edition of the JIC Research Edge, Fixed Income Portfolio Manager David Theobald joins Simon Buchman to introduce the yield curve and why it's used as an economic indicator.
Forum Presentation
2019 Wealth Management Forum
Jason Jackman, President and Chief Investment Officer of Johnson Investment Consel is joined by a panel of colleagues to discuss our current views on the markets, and an update on tax planning.
Research Edge Video
Market Recap & Insights
In this edition of the JIC Research Edge, Portfolio Manager Dale Coates joins Laura Mattern to discuss what happened in the markets in 2018 and what to potentially expect going forward.
Quarterly Insight
Fourth Quarter 2018
Nearly a decade into this historic bull market run, the S&P 500 Index posted its first calendar-year loss since 2008, finishing with a total return of -4.4%. This modest decline seems far worse after the fourth-quarter selloff.
Research Edge Video
What's Next for P&G?
In this edition of the JIC Research Edge, Consumer Analyst Joe Edelstein and Portfolio Manager Michael Stanis break down Procter & Gamble's recent Investor Day. Joe examines management's key priorities, assesses the investment community's reaction to the event, and discusses activist investor Nelson Peltz's impact on the company.
Quarterly Insight
Third Quarter 2018
As this historic bull market grinds ever-higher, some commonly-used axioms seem apropos to stock investors. “Patience is a virtue.” “Don’t miss the forest for the trees.” “Good things come to those who wait.” But the phrase “hindsight is 20/20” also applies.
Forum Presentation
2018 Wealth Management Forum
Jason Jackman, President and Chief Investment Officer of Johnson Investment Counsel is joined by a panel of colleagues to discuss our current views on the markets, and an update on tax planning.
Research Edge Video
Breaking Down Apple's New iPhones
In this edition of the JIC Research Edge, Research Analyst Chris Godby breaks down Apple's new iPhones and discusses what he believes is the company's biggest risk.
Quarterly Insight
Second Quarter 2018
It’s safe to say most people have seared into their memory a few important numbers: Social Security number, home address, phone number, kids’ birthdays and wedding anniversaries (hopefully).
Research Edge Video
Trade Trouble?
In this edition of the JIC Research Edge, Economic Strategist Brandon Zureick and Portfolio Manager Scott Wyckoff address tension over global trade. Brandon discusses the Trump Administration's trade goals, recent tariff implementations, and potential economic implications if the "trade war" escalates.
Research Edge Video
Pain at the Pump?
In this edition of the JIC Research Edge, Research Analyst Aaron Taylor and Portfolio Manager Jon McEvoy discuss the recent jump in gas prices, provide an outlook for the remainder of the year, and discuss the impact on the equity markets and energy sector.
Research Edge Video
The Amazon Effect
In this edition of the JIC Research Edge, Research Analyst Joe Edelstein and Portfolio Manager Scott Wyckoff break down the "Amazon Effect." They discuss how Amazon's eCommerce leadership is disrupting the retail landscape and examine how Ohio-based companies like Kroger and Macy's are responding.
Quarterly Insight
First Quarter 2018
After nothing but smooth sailing in 2017, volatility returned with a vengeance in the first quarter of 2018. A very strong January rally was followed by two consecutive months of losses for the broader market.
Research Edge Video
2018 Economic Outlook
In this edition of the JIC Research Edge, Economic Strategist Brandon Zureick and Associate Portfolio Manager Sandy Appel provide an Economic Outlook for 2018.
Research Edge Video
Market Recap & Outlook
JIC Portfolio Manager Charles Rinehart recaps what happened in the equity markets in 2017 and provides an outlook on what to expect in 2018.
Quarterly Insight
Fourth Quarter 2017
2017 was a banner year for stock markets worldwide, and several other asset classes also finished with healthy gains. The S&P 500 Index has posted a positive return for 14 straight months, and 2017 was the first year ever in which the index’s total return was positive every single month.
Research Edge Video
Holiday Shopping Update
JIC Research Analysts Chris Godby and Joe Edelstein provide an update on the 2017 Holiday Shopping season.
Research Edge Video
Tax Reform Overview
In this edition of the JIC Research Edge video series, Economic Strategist Brandon Zureick discusses Congressional tax reform efforts.
Research Edge Video
P&G Proxy Vote Wrap Up
JIC Research Analysts Joe Edelstein and Chris Godby examine Procter & Gamble management's victory over Nelson Peltz in his proxy fight to win a board seat.
Research Edge Video
P&G Proxy Fight Overview
JIC Research Analysts Joe Edelstein and Chris Godby discuss P&G's upcoming proxy vote. They provide an overview of what a proxy fight entails and examine the issues presented by activist investor Nelson Peltz and P&G's management team.
Quarterly Insight
Third Quarter 2017
Stocks jumped in the third quarter, with only a brief pause in August. Stocks in the U.S. continue to reach new highs despite several headwinds.
Research Edge Video
iPhone 8 Preview
In our first installment of the JIC Research Edge, Research Analysts Chris Godby and Joe Edelstein preview the new iPhone and discuss how important it is to Apple.
Research Edge Video
Introduction to the JIC Research Edge
Research Analyst Chris Godby introduces the JIC Research Edge video series.
Quarterly Insight
Second Quarter 2017
The first half of 2017 turned out to be a good run for stock and bond markets. The rally in stocks sparked by the U.S. election last November carried over into the New Year and continued on steadily through June.
Quarterly Insight
First Quarter 2017
In the final days of the first quarter, Republicans in the House cancelled a vote to repeal and replace the Affordable Care Act. Conservative and moderate factions within the party could not come to terms on what the bill should contain.
Quarterly Insight
Fourth Quarter 2016
An eventful fourth quarter provided a fitting conclusion to a year that brought significant and often surprising changes in the world and the financial markets. November election results in the U.S. boosted stocks to a strong finish.