Second Quarter 2026 Newsletter

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.

Is your estate plan aligned with your goals today? Learn why taking a closer look at your estate documents can help ensure your wishes are carried out as intended.

Johnson Investment Counsel is pleased to announce two new shareholders to the firm. The shareholders include: Andrea Ernst, CFP®, and Andrew Kucia, CFP®.

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.

Looking to align your giving with your values? Discover how purposeful philanthropy can create a legacy and support what matters most.

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.

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.

Want to make a meaningful gift without sacrificing your financial goals? See how tax-efficient giving strategies can amplify your impact.

Thinking about selling a family business? Explore how coordinated planning can turn a business milestone into a lasting legacy.

Planning a major purchase in retirement? Learn how smart withdrawal strategies can minimize taxes and maximize confidence.