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Updates
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.

Updates

P&G Profit Sharing Trust Zoom Workshops

P&G Profit Sharing Trust Zoom Workshops
Current and former P&G employees can learn more about their Profit Sharing Trust (PST) distribution options during this virtual workshop. Join JIC Senior Portfolio Manager, Mike Stanis, CFA, CFP®, who spent 17+ years with P&G as he shares what he learned about transitioning from P&G so that you can make the best decisions for your family.  

Updates

Johnson Equity Income Fund Wins Award

Johnson Equity Income Fund Wins Award

Johnson Investment Counsel’s mutual fund has received the 2020 Lipper Fund Award in recognition of consistently strong risk-adjusted performance relative to its peers. The Johnson Equity Income Fund is a winner of the “Best Fund Over 3 Years” for Equity Income  Funds.

Updates

JIC Columbus Sponsors Financial Literacy Program

JIC Columbus Sponsors Financial Literacy Program
JIC Columbus is pleased to announce their sponsorship of the nonprofit organization Rock The Street, Wall Street (RTSWS) bringing the financial and investment literacy program for high school girls to The Metro Early College High School in Columbus, Ohio. This is the first time that Rock The Street, Wall Street will be available in Columbus.

Updates

2020 Patrick Chong Memorial Scholarship Recipients Awarded

2020 Patrick Chong Memorial Scholarship Recipients Awarded
Jason Jackman, President, presented the Patrick Chong Memorial Scholarships to two outstanding students, Nicole Moulas and Andrew Moulas. This is the first time in the history of the award that the two recipients have come from the same family.

Updates

Perspectives on Economic Reopening

Perspectives on Economic Reopening

In this update, President and Chief Investment Officer, Jason Jackman, CFA, and Director and Portfolio Manager Brandon Zureick, CFA, discuss the reopening of the economy and its impact on investors.

Updates

Revisiting Roth Conversions

Revisiting Roth Conversions

In this update, Senior Portfolio Manager Scott Wyckoff, CFA, CFP®, and Director of Northeastern Ohio Market and Portfolio Manager Tony Kure, CFP® discuss why it's worth revisiting Roth Conversions today.

Updates

April 2020 Market Recap

April 2020 Market Recap
The outbreak of Covid-19 sent stocks plummeting in February and March, until they bottomed on March 23rd, down 35% from the peak. But since then, stocks have shot higher in dramatic fashion. The S&P 500 Index gained nearly 13% in April, its best one-month performance since 1987.

Updates

The Importance of High-Quality Stocks

The Importance of High-Quality Stocks
In this update, Senior Portfolio Manager Scott Wyckoff, CFA, CFP®, and Managing Director and Portfolio Manager Charles Rinehart, CFA, CAIA® discuss why high-quality stocks are an important component of a diversified investment portfolio.

Updates

The Importance of High-Quality Bonds

The Importance of High-Quality Bonds
In this update, Director and Portfolio Manager Brandon Zureick, CFA, explains our investment philosophy that bonds should be of the highest quality and provide portfolio stability, liquidity and reliable income, particularly during times of economic and market stress.

Updates

Update from President and Chief Investment Officer Jason Jackman

Update from President and Chief Investment Officer Jason Jackman
Listen to an update from Johnson Investment Counsel President and Chief Investment Officer Jason Jackman.

Updates

JIC Market Update - Frequently Asked Questions

JIC Market Update - Frequently Asked Questions
In conversations with clients in recent weeks we have discussed a number of issues related to the economy, markets, and the unfolding situation. We’ve compiled our answers to the most common of these questions below, and we will continue to share our perspective in the coming weeks.

Updates

Ohio Stay at Home Order – We Remain Fully Operational

Ohio Stay at Home Order – We Remain Fully Operational
Johnson Investment Counsel has been designated as an essential business, and will remain fully operational during the state of Ohio's Stay at Home Order. 

Updates

Our Perspective on the Current Crisis

Our Perspective on the Current Crisis
As your trusted advisor, it is our role to help you navigate through uncertain, challenging times like we are experiencing now. Read our latest message regarding the current crisis.

Updates

A Message Regarding COVID-19

A Message Regarding COVID-19
At Johnson Investment Counsel, the health and safety of our clients, employees, and their families is extremely important. We are monitoring the coronavirus situation and its impact closely in order to continue to provide you with the high level of service you expect.