Joe White, Portfolio Manager, answers this question, with considerations on why this may be the right approach – and why it may not be. “I Plan to Claim Social Security at Full Retirement Age Just to Invest the Money. Is This Genius?” Money, 2/13/2026.
Joe Abbott, Senior Research Analyst, discusses Kroger’s appointment of Greg Foran as its new CEO and what his operational background could mean for the company’s strategy moving forward. “With Foran, Kroger Eyes a Fresh Start.” Cincinnati Business Courier, 2/12/2026.
Charles Rinehart, Chief Investment Officer, discusses Kraft Heinz’s decision to pause plans to split into two companies and the profitability considerations behind the move with Reuters. “New Kraft Heinz CEO’s Difficult Choice: Split or Double Down.” Reuters, 2/12/2026.
Chad Maggard, Managing Director, discusses the generational wealth transfer and some red flags that are often overlooked with InvestmentNews. “How to prepare an heir for the $84 trillion wealth transfer including the red flags.” InvestmentNews, 2/9/2026.
Charles Rinehart, Chief Investment Officer, shares key considerations for evaluating index funds given the outsized influence of the “Magnificent Seven” with Fortune. “How the Magnificent 7 destroyed index funds: There’s nowhere to hide.” Fortune, 2/4/2026.
Brandon Zureick, Senior Managing Director, shared his insights with Kiplinger’s about the Federal Reserve meeting and monetary policy in the coming months. “What the January Fed meeting could mean for consumers, according to Johnson Investment Counsel's chief economist” and “There's still the potential for rate cuts this year, says Johnson Investment Counsel's chief economist.” Kiplinger, 1/28/2026.
Managing Director and Senior Portfolio Manager, Tony Kure, recently discussed key issues all taxpayers should be aware of when filing their 2025 tax returns. “Tax Season Is Here: 9 Important New Things to Know.” Quartz, 1/13/2026.
In a recent Barron’s interview, Charles Rinehart, Chief Investment Officer, discussed investor portfolio construction and how to think about global exposure in 2026. “Retirees, Here’s How to Invest for a Fracturing World.” Barron’s, 1/7/2026.
Johnson Investment Counsel Chief Investment Officer Jason Jackman, CFA, is included in Ohio 500, Ohio Business Magazine’s 2025 list of “The State’s Most Powerful & Influential People.” Ohio Business Magazine, 12/26/2025.
Managing Director of Dayton Market, Vince Russell sat down with2NEWS anchor Lauren Wood to discuss the possibility of a market “pop” similar to the late ’90s tech bubble. “5 on 2: AI investment frenzy leading to a bubble?” 2News, 11/17/2025.
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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.
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.
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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Worried about concentrated stock and family security? See how a custom hedging strategy helped one family reduce risk and plan for the future.