Senior Research Analyst Bill Jung, CFA, weighs in on Fifth Third’s second-quarter earnings in a Cincinnati Business Courier article: "Fifth Third defies industry trends amid 'difficult environment. ' Here's what its CEO is saying." Cincinnati Business Courier, 7/21/2023.
Johnson Investment Counsel names Bryan Andress, CFA, Sandy Himmelsbach, CFP®, ChSNC®, Ryan Martin, CFA, Laura Mattern, CFA, CFP®, Max Monk, CFA, Justin Rowden, CFP®, and Michael Timm, CFA, CFP® as new shareholders. This brings the grand total of shareholders to 48 out of 158 employees. "Cincinnati's Johnson Investment Counsel adds seven shareholders." Cincinnati Business Courier, 7/14/2023.
CEO Jason Jackman, CFA spoke with Spectrum News 1 about interest rates being paused and the possible impact on the economy and inflation. Jackman touched on why Americans should enjoy the “skip” on interest rates by the Federal Reserve, while it determines what its next move will be for the future in the interview: " What the Federal Reserve pause on interest rate hikes means for Americans." Spectrum News 1, 6/25/2023.
Johnson Investment Counsel named a Top Workplace by The Cincinnati Enquirer for the 10th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquirer, 6/19/2023.
JIC Senior Research Analyst Joe Abbott, CFA talks about Kroger’s first-quarter earnings in the Cincinnati Business Courier’s article “Why Analysts Aren’t Thrilled by Kroger’s First Quarter Results.” Cincinnati Business Courier, 6/15/2023.
CEO Jason Jackman, CFA spoke with Spectrum News 1 about the debt ceiling being suspended until 2025 and the impact on Federal Reserve's next decision. Jackman touched on the possibility of a recession in 2023 and what that will mean for the banking sector and borrowers in general in the interview: " Debt ceiling suspension impact on Federal Reserve's next." Spectrum News 1, 6/11/2023.
Johnson Investment Counsel ranked 19th in Crain’s Cleveland Business 2023 “Investment Advisor List.” The ranking is based on assets locally managed by the firms reported by individual firms via an online survey. Crain’s Cleveland Business, 5/15/2023.
CEO Jason Jackman, CFA spoke with Asset TV for their Meet the RIA series, discussing the firm’s inception, many of the firm’s strategic advantages, and the philosophy and approach that has allowed us to grow into one of the nation’s largest RIAs managing over $17 billion. "Meet the RIA: Johnson Investment Counsel." Asset TV, 5/1/2023
CEO Jason Jackman, CFA spoke with Asset TV about Q1 earnings, stress within regional banks, and insights on the likelihood of a recession. Jackman highlighted the importance of the firm’s focus on quality in portfolio construction and discussed where he’s investing client funds right now in the interview: "Lingering Regional Bank Stress and Recession Outlook." Asset TV, 4/25/2023
VP of Trust Services Tara N. Adams, CTFA, was interviewed by ForthRight Women on the topic of “getting out of your own way.” Cincinnati Refined shared the interview as a part of their “Redefining the Art of Being an Executive Mom” series. Cincinnati Refined, 4/24/2023.
We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.
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.
This month we turn to one of the most enduring debates in wealth and investment planning: whether to deploy investable cash all at once (lump sum investing or LSI) or to stagger entry over time through dollar cost averaging (DCA). While the academic evidence tilts strongly toward lump-sum investing, the emotional calculus is more nuanced.
On July 4th, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, ushering in a mix of tax law extensions, new phaseouts, and planning opportunities. From new deductions, retained provisions from prior law, estate tax rules, and a new account type to save for children, here’s what pre-retirees and retirees need to know, why it matters and what to do.
For many approaching or in retirement, the portfolio becomes more than just a balance of stocks and bonds—it represents a cash flow lifeline and a potential legacy for future generations. So, it’s perfectly understandable to minimize anxiety, opting for stable returns and lower volatility. But what if that peace of mind comes at a cost? The cost of long-term financial opportunity? How can we balance these competing priorities?
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.
CIO, Charles Rinehart, CFA, CAIA, covers a whirlwind first half of 2025—from tariff shocks and geopolitical flare-ups to a major tax bill that could shape the years ahead. Despite the chaos, markets posted surprisingly strong returns, masking the risks still lurking beneath the surface. We also examine shifting investor sentiment and why now may be the time to stay alert, not complacent.
Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarship to two outstanding students, Melina Busken and Gretchen Phelps.
For many nearing retirement, the decision to purchase an annuity isn’t about returns—it’s about peace of mind. But what are you really paying for that feeling of safety? With annuity sales reaching record highs, it's time to unpack the psychological tradeoffs, hidden costs, and key risks.
Johnson Investment Counsel is pleased to announce six new shareholders to the firm. The shareholders include: Joshua Basinger, CTFA®, Alex Bey, CFA, David Christian, CFA, CFP®, Christopher Godby, CFA, Joseph Henderson, CLU®, CFP®, and James Wineland, CFP®, CIMA®, AIF®.
Timing your Social Security claim is a critical decision that impacts retirement cash flow, portfolio strategy, and long-term financial security. While delaying benefits can boost lifetime income, the right choice depends on personal health, lifestyle goals, and peace of mind—not just the numbers.