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Recent Insights

  • How to Avoid Being the Richest Person in the Graveyard

    Retirement isn’t just about preserving your wealth. It’s about using it with purpose. Explore how the right balance between saving and spending can help you make the most of retirement.

  • Third Quarter 2026 Market Update

    Higher interest rates are changing the investment landscape, but not necessarily all for the worse. Chief Investment Officer Charles Rinehart, CFA, CAIA, explains what’s behind the shift and what it could mean for your portfolio.

  • Third Quarter 2026 Newsletter

    Read our 3Q 2026 Quarterly Insight newsletter to find this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, the JIC Beyond the Numbers blog “How to Avoid Being the Richest Person in the Graveyard” by Managing Director of Northeastern Ohio Market and Senior Portfolio Manager, Anthony Kure, CFP®, and, as always, catch up on all of your JIC employee news.

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