Recent Insights
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The Doctor Test: A Practical Way to Evaluate a True Fiduciary
When discussing wealth planning advice with clients and prospective clients, it’s not uncommon for one question to either be explicitly articulated or considered privately: “How do we know the advice we’re receiving is truly in our best interest?” In recent years, the term “fiduciary” has become central to that conversation.
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Purposeful Philanthropy, a Client Story
Looking to align your giving with your values? Discover how purposeful philanthropy can create a legacy and support what matters most.
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The Five Numbers You Need to Know for Uncertain Times
Financial headlines offer endless reasons to worry, moving fast and designed to alarm. The anxiety is understandable, but predictions are only guesses. What matters more is perspective. Five numbers don’t predict the near future, but they show how markets have held up through wars, recessions, and crises, and what that history means for supporting your life and legacy.
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First Quarter 2026 Newsletter
Read our 1Q 2026 Quarterly Insight newsletter, including this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, this month's JIC Blog, "Five Numbers You Need to Know For Uncertain Times," and this quarter's JIC employee news.
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First Quarter 2026 Market Update
The year opened with the strongest economic momentum we’ve seen in a while—broader market strength, improving consumer conditions, and signs of a healthier expansion. Then a sudden geopolitical conflict disrupted a key global energy route and introduced a wave of volatility. In this quarter’s update, CIO Charles Rinehart explains how quickly the landscape shifted, what history suggests about moments like this, and why long-term investors may still have reasons to stay confident.
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Tax Efficient Gifting, a Client Story
Want to make a meaningful gift without sacrificing your financial goals? See how tax-efficient giving strategies can amplify your impact.
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Family Business Legacy Planning, a Client Story
Thinking about selling a family business? Explore how coordinated planning can turn a business milestone into a lasting legacy.
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Strategic Withdrawals for Large Purchases, a Client Story
Planning a major purchase in retirement? Learn how smart withdrawal strategies can minimize taxes and maximize confidence.
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Making the Call on Long-Term Care Insurance: The Head, the Heart, and the Numbers
There is a season of life, usually between ages 50 and 60, when financial progress shifts from accumulation to protection, prudent decumulation, and leaving a legacy. The foundation has been built, and it is meaningful. Naturally, the conversation turns to preserving it.
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Real Client Stories. Thoughtful Planning in Action.
See how Johnson Investment Counsel helps individuals, families, and business owners navigate complex financial decisions through customized, holistic wealth management.
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Hedging for Family Security, a Client Story
Worried about concentrated stock and family security? See how a custom hedging strategy helped one family reduce risk and plan for the future.
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Your Guide to P&G PST Distributions & Tax Implications
Current and former P&G employees can learn more about their Profit Sharing Trust (PST) distribution options during this informative webinar. Former P&G Finance/Brand Management employee, Mike Stanis, CFA, CFP®, MBA, is a Portfolio Manager and the Procter and Gamble (P&G) Retirement Plans Director at JIC. He spent 17+ years with P&G and will share what he learned about transitioning from P&G so that you can make the best decisions for your family.
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Diversifying Retirement Accounts, a Client Story
How can you protect your retirement savings from concentrated stock risk? Discover a real-world diversification strategy in this client case study.
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Lessons from 1929: What’s Different, What’s the Same and What To Do
Andrew Ross Sorkin’s “1929: The Year of the Great Crash and the Downfall of the American Dream,“ is a powerful reminder that financial crises are never just about numbers, they’re about human nature, leverage, and policy choices. While another Great Depression is highly unlikely, meaningful market downturns are inevitable.
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