News and media

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.

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.

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.

Social Security is facing a real and growing financing challenge. With trust-fund reserves projected to be depleted within the next decade and a national debt now exceeding $40 trillion, policymakers can no longer ignore the issue. The good news is that Social Security's problems are solvable. The bad news is that every solution involves tradeoffs.

We are proud to celebrate our CEO, Jason Jackman, and his wife, Amy, on being named recipients of the 2026 Horizon Award from the Horizon Community Foundation. This honor recognizes their exceptional leadership, integrity and lasting impact across the region.

When discussing inheritances, many families focus exclusively on how much will eventually be transferred. The more important question may be when the transfer occurs. For retirees who have sufficient assets to support their own lifestyle, health care needs, and long-term goals, strategic lifetime gifting can provide meaningful benefits to the next generation during the years when financial demands are often highest.

Trump Accounts introduce an interesting new planning option, but they are not the revolutionary wealth-building vehicle some early commentary may have suggested. For many families, 529 plans, custodial Roth IRAs, UTMAs, and traditional taxable investment accounts will continue to play the primary role in helping children and grandchildren build wealth.

The first half of 2026 brought strong economic growth and market gains, alongside unexpected challenges including geopolitical tensions and AI-driven semiconductor shortages. In this mid-year update, CIO Charles Rinehart, CFA, CAIA, and Senior Managing Director Brandon Zureick, CFA discuss what shaped markets so far and what may lie ahead for investors.

Read our 2Q 2026 Quarterly Insight newsletter, including this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, this month's JIC Blog, "Trump Accounts: A New Tool for Children and Grandchildren, But Not a Planning Panacea," and this quarter's JIC employee news.

Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarships to two outstanding students, Emma Moulas and Ginny Theobald.