News and media

Chief Investment Officer Charles Rinehart spoke with MarketWatch’s Christine Ji about Apples buyback strategy in the wake of leadership changes. Read more about what investors can expect in the coming months here: “Apple will soon deliver billions more in cash to investors. Here’s how it stacks up to the rest of Big Tech.” MarketWatch, 4/25/2026.

Chief Investment Officer Charles Rinehart shared his insights with Business Insider’s William Edwards on how investors can best position their portfolios with a reopening of the Strait of Hormuz. “Market pros say load up on these 3 investments as the Strait of Hormuz reopening sets the economy up to roar.” Business Insider, 4/20/2026.

Bill Jung, senior research analyst, shared his perspective with Cincinnati Business Courier’s Steve Watkins, highlighting an outcome that stands out in the context of bank M&A activity. “Fifth Third Bank details new deposits, cost savings after completing $10.9B Comerica deal.” Cincinnati Business Courier, 4/20/2026.

Senior Managing Director Brandon Zureick shared his insights with Kiplinger on the Federal Reserve meeting and monetary policy in the coming months. “The Fed’s near-term inflation forecast is likely to change given higher oil prices, says Johnson Investment Counsel's chief economist." Kiplinger, 3/18/2026.

Our Chief Investment Officer, Charles Rinehart, spoke with the Wall Street Journal’s Rolfe Winkler on how investors are viewing Apple’s AI approach.“ Apple Is Way Behind in AI—and Still Making a Fortune from It.” The Wall Street Journal, 3/18/2026.

Managing director Anthony Kure recently provided his perspective with GOBankingRates’ Josephine Nesbit, outlining practical strategies to help safeguard retirement savings against inflation. “How To Protect Your Social Security and Retirement Income From Inflation.” GOBankingRates, 3/17/26.

Managing Director Anthony Kure recently shared actionable strategies for protecting retirement savings with MarketWatch’s Alisa Wolfson, including how to build a reliable retirement paycheck, regularly rebalancing a portfolio, and more. “Here’s exactly how many retirees had to ‘un-retire’ in the last 6 months — and how you can avoid the same fate.” MarketWatch, 3/10/26.

Senior Research Analyst Joe Abbott, CFA, shared his perspective with Cincinnati Business Courier’s Steve Watkins on Kroger’s earnings and what new CEO Greg Foran’s operating approach could mean for the company’s strategy moving forward. “Kroger promotes 84.51 president to new AI role, plans stores in two new cities.” Cincinnati Business Courier, 3/9/26.

Brandon Zureick, Senior Managing Director, spoke with Forbes’ Erik Sherman about the impact of tariffs – covering tax implications for corporate earnings, portfolio diversification and more. “How Tariffs Might Affect Your Investments In 2026.” Forbes, 2/28/2026.

Brandon Zureick, Senior Managing Director, weighed in on what the SCOTUS ruling could mean for consumers, markets and the direction of U.S. monetary policy. “What the SCOTUS Trump tariff decision means for portfolios.” Financial Planning, 2/20/2026.