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Timely updates and announcements on the economy, markets, and JIC news.
Blog
Practical advice on a wide variety of wealth management topics.
Research Edge Video
An inside look into the world of investing from our in-house Research Team.
Quarterly Insight
Newsletter containing market updates, wealth management insights, and JIC employee news.
Presentations
Video recordings of Wealth Management Forum presentations.

Research Edge Video

2020 Post Election Implications

With the election mostly complete, we turn our attention to the potential market impact. In this edition of the JIC Research Edge, Brandon Zureick walks through our thoughts on what to expect from a Biden administration and a possible divided Congress.

Research Edge Video

Introducing the Research Edge 40

Introducing the Research Edge 40

The region Johnson Investment Counsel serves is blessed to have many strong public companies in a wide variety of industries.  We’re establishing the Research Edge 40  – an index of S&P 500 companies out of Ohio, Kentucky, Indiana, and Michigan – to help track those firms.  In this edition, Research Analysts Joe Edelstein and Chris Godby weigh in on BorgWarner, J. M. Smucker, Kroger, and Alliance Data Systems.

Research Edge Video

Asset Allocation 101

Asset Allocation 101

Asset allocation has historically been the most important determinant of portfolio total return and volatility.  In this edition of the JIC Research Edge, President & CIO Jason Jackman and Senior Portfolio Manager Fred Brink discuss what asset allocation is and what role it plays in portfolio construction.  They also breakdown the asset allocation implications of the COVID-19 crisis.

Research Edge Video

2020 Market Recap & Insights

2020 Market Recap & Insights
2019 was a strong year for the financial markets with equities posting robust gains. Are we likely to see a repeat of that performance in 2020 or are we poised for lower returns? In this edition of the JIC Research Edge, Portfolio Managers Charles Rinehart and Dan Barnett recap what happened in 2019 and provide an outlook for 2020.

Research Edge Video

Recapping 2019 and Gauging Recession Fears

Recapping 2019 and Gauging Recession Fears
2019 was an eventful year for the global economy, filled with geopolitical disputes and decelerating global growth.  In this edition of the JIC Research Edge, Economic Strategist Brandon Zureick and Portfolio Manager Skye Barry recap what happened in 2019 and provide our current views on the chance of recession.

Research Edge Video

Showcasing the Johnson Equity Income Fund

Showcasing the Johnson Equity Income Fund
In this edition of the Research Edge, Portfolio Manager Charles Rinehart and Associate Portfolio Manager Tony Miliano introduce the Johnson Equity Income Fund and the goals it seeks to achieve.  They highlight our belief in the importance of investing in only the highest quality stocks and valuation's key role when making purchase decisions.

Research Edge Video

Tariff Primer & Trade War Update

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.

Research Edge Video

Yield Curve 101

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.

Research Edge Video

Market Recap & Insights

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.

Research Edge Video

What's Next for P&G?

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.

Research Edge Video

Breaking Down Apple's New iPhones

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.

Research Edge Video

Trade Trouble?

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?

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

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.

Research Edge Video

2018 Economic Outlook

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

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.

Research Edge Video

Holiday Shopping Update

Holiday Shopping Update
JIC Research Analysts Chris Godby and Joe Edelstein provide an update on the 2017 Holiday Shopping season.