We’re honored to be recognized by Financial Advisor Magazine as one of the industry’s largest RIAs again this year. We’re grateful to our clients for their trust and our employees for making this recognition possible. 2026 RIA Ranking.” Financial Advisor Magazine, 7/10/2026.
CEO Jason Jackman spoke with Asset TV for their Meet the RIA series, discussing the firm’s evolution, areas of growth and success, and how our family office approach helps distinguish the firm in today's wealth management landscape. "Meet the RIA: Johnson Investment Counsel." Asset TV, 7/9/2026.
This week, Kroger announced its plans to acquire Giant Eagle in a $1.7 billion deal. Senior Research Analyst Joe Abbott shared his perspective with the Cincinnati Business Courier’s Steve Watkins on how the acquisition fits into Kroger’s earnings and objectives. “Kroger Acquiring Supermarket Chain for $1.7B.” Cincinnati Business Courier, 7/1/2026.
Johnson Investment Counsel names Andrea Ernst, CFP® and Andrew Kucia, CFP® as new shareholders. This brings the grand total of shareholders to 51. "Johnson Investment Counsel, one of Cincinnati’s largest wealth management firms, adds two shareholders." Cincinnati Business Courier, 6/22/2026.
Following Kroger’s recent quarterly earnings release, senior research analyst Joe Abbott, CFA, shared his perspective with Cincinnati Business Courier’s Steve Watkins on investor reaction to the results and the company’s strategy under new CEO Greg Foran. Joe discussed how Kroger’s cost-savings initiatives and macroeconomic pressures could shape the company’s path moving forward. “Kroger Co. Shares Plummet After New CEO Foran’s First Quarterly Results.” Cincinnati Business Courier, 6/18/2026.
Our chief economist, Brandon Zureick, shared his perspective ahead of the meeting and post-decision insights from Warsh’s first meeting with Kiplinger’s Karee Venema. “June Fed Meeting: Updates and Commentary.” Kiplinger, 6/17/2026.
Chief investment officer Charles Rinehart joined Kiplinger’s David Milstead to discuss whether AI is fueling a market bubble, where opportunities may exist and how technology stocks could perform in the months ahead. “Trouble In Techland.” Kiplinger, June 2026.
Johnson Investment Counsel was named a Top Workplace by The Cincinnati Enquirer for the 13th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquirer, 5/24/2026.
Portfolio manager Joseph White shared his insights with MarketWatch’s Alisa Wolfson regarding the appropriate amount to ensure an heir's peace of mind and financial security, while also considering inflation and economic cycles. “Is that enough?’ I have $1M in a Roth and a $600K home. I’d like to give it to a single heir, but will that be enough to provide financial security” MarketWatch, 5/5/2026
Chief Investment Officer Charles Rinehart shared his insights with MarketWatch’s Christine Ji on how he sees AI demand and the leadership change shaping the choice to let go of Apple’s long-held goal to be net-cash neutral. “Apple just gave a clue that a big AI acquisition may be in the cards.” MarketWatch 5/4/2026
We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.
Social Security is facing a real and growing financing challenge. With trust-fund reserves projected to be depleted within the next decade and a national debt now exceeding $40 trillion, policymakers can no longer ignore the issue. The good news is that Social Security's problems are solvable. The bad news is that every solution involves tradeoffs.
We are proud to celebrate our CEO, Jason Jackman, and his wife, Amy, on being named recipients of the 2026 Horizon Award from the Horizon Community Foundation. This honor recognizes their exceptional leadership, integrity and lasting impact across the region.
When discussing inheritances, many families focus exclusively on how much will eventually be transferred. The more important question may be when the transfer occurs. For retirees who have sufficient assets to support their own lifestyle, health care needs, and long-term goals, strategic lifetime gifting can provide meaningful benefits to the next generation during the years when financial demands are often highest.
Trump Accounts introduce an interesting new planning option, but they are not the revolutionary wealth-building vehicle some early commentary may have suggested. For many families, 529 plans, custodial Roth IRAs, UTMAs, and traditional taxable investment accounts will continue to play the primary role in helping children and grandchildren build wealth.
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.
Read our 2Q 2026 Quarterly Insight newsletter, including this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, this month's JIC Blog, "Trump Accounts: A New Tool for Children and Grandchildren, But Not a Planning Panacea," and this quarter's JIC employee news.
Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarships to two outstanding students, Emma Moulas and Ginny Theobald.
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.
A 1035 exchange can lower annuity fees, improve investment options, and preserve tax deferral—but it requires careful evaluation. Learn when it makes sense, key risks, and the value of objective, fee-only advice.
Johnson Investment Counsel is pleased to announce two new shareholders to the firm. The shareholders include: Andrea Ernst, CFP®, and Andrew Kucia, CFP®.