Recent Insights
-
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.
-
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.
-
Tax Efficient Giving, a Client Story
Want to make a meaningful gift without sacrificing your financial goals? See how tax-efficient giving strategies can amplify your impact.
-
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.
-
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.
-
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.
-
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.
-
Fourth Quarter 2025 Newsletter
Read our 4Q 2025 Quarterly Insight newsletter to find a letter from Chief Executive Officer Jason Jackman, CFA, this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, and, as always, catch up on all of your JIC employee news.
-
Guidance, Patience, and Support When You Need It Most
Compassionate financial guidance for widows and widowers navigating life after loss. Discover practical steps, resources, and support from Johnson Investment Counsel to help you feel grounded and secure during this transition.
-
Finding Clarity and Confidence After Divorce
The financial impact of divorce can be complex — from managing your finances to restructuring wealth and planning for long-term security on your own. At Johnson Investment Counsel, we specialize in helping clients navigate these transitions with empathy, clarity, and support.
-
Third Quarter 2025 Newsletter
This quarter’s market update from Chief Investment Officer Charles Rinehart, CFA, CAIA, the JIC Beyond the Numbers blog “The 2026 Roth Mandate for Catch-Up Contributions: A Subtle but Significant Shift in Retirement Savings” 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.
-
Second Quarter 2025 Newsletter
This quarter’s market update from Chief Investment Officer Charles Rinehart, CFA, CAIA, the JIC Beyond the Numbers blog “The Comfort of Conservative Investing: Balancing Peace of Mind with Long-Term Growth” 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.
-
The Case for Independence: Why We Stand Apart in an Era of RIA Mergers & Acquisitions
As the wealth management industry continues to consolidate, we remain unwavering in our mission: to deliver independent, client-first financial guidance, free from external pressures or competing interests.
-
First Quarter 2025 Newsletter
This quarter’s market update from CIO Charles Rinehart, CFA, CAIA, the JIC Beyond the Numbers blog “Should We Pay off the Mortgage Before or In Retirement?” 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.
Stay in the know on Johnson news and events
Follow us on social media to stay current on the latest market updates, industry news, quarterly reports, Johnson events, and more.