News and media

Chris Godby, CFA, Senior Research Analyst, provided insight on the acquisition reports of one of the largest public companies in Cincinnati. Godby suggested this reported deal is somewhat of a surprise, given the Paycor investment in a new downtown Cincinnati headquarters and the naming rights for the Bengals stadium. He continued that these actions are more indicative of an independent company seeking growth versus one that was for sale. “Paycor, one of Cincinnati’s largest public companies, in talks to be acquired, report says.” Cincinnati Business Courier, 1/6/2025.

Managing Director of Dayton Market, Vince Russell, recently talked to 2 News on what to do if you have any sort of windfall/inheritance. "What to do if you win the lottery”. 2 News, 12/30/2024.

Johnson Investment Counsel’s Managing Director and Portfolio Manager, Brandon Zureick, has been recognized as an InvestmentNews 2024 Rising Star. Press Release, 11/21/2024.

In a recent interview with The Wall Street Journal, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed Apple’s earnings. He was encouraged by the growth in advance of the AI features fully launching, noting there is an underappreciated demand. “Apple Sales Hit Quarterly Record as iPhone Business Rebounds.” Wall Street Journal, 10/31/2024.

Joe Abbott, CFA, Senior Research Analyst, commented on Procter & Gamble’s quarterly earnings, highlighting solid growth outside of the Middle East and China. He also emphasized that the company’s innovation pipeline has given management confidence that the trend of volume growth will continue. “P&G CFO says company still on track despite investor concerns over first-quarter revenue dip.” Cincinnati Business Courier, 10/ 21/2024.

In a recent interview with CNBC, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed P&G’s earnings. He noted that while the company is seeing weaker demand in China, the overall issues in Asia are minor compared to the difficulties P&G has overcome in the past. “Procter & Gamble earning beat estimates, but weak demand in China hurts sales.” CNBC, 10/18/2024.

Brandon Zureick, CFA, discusses bond strategies in his latest article, "Tips for Honing Your Bond Strategy." He highlights the growing focus on bonds in 2024, driven by elevated yields and potential rate cuts. Zureick explores how bonds offer stability and income, making them essential for balancing risks in investment portfolios. Understanding the right bond fund for your goals is key to success in the current market. “Tips for Honing Your Bond Strategy”, Kiplinger, 10/15/2024

In a recent appearance on Cincinnati Refined, Local 12’s new lifestyle show, Mary Burns, Esq., Vice President of Estate Planning, spoke with Abbey Cummins about Charitable Giving. She shared valuable information on making tax-efficient donations through qualified charitable distributions. “Make a meaningful impact with your wealth at Johnson Investment Counsel.” Cincinnati Refined, 10/14/2024.

In a recent interview with Asset TV, Charles Rinehart, CFA, CAIA, Chief Investment Officer at Johnson Asset Management, shares the top market trends the team is watching, our global outlook, and ways to manage downside risk. See what Charles has to say here, “A Top RIA’s Market & Macro Outlook.” Asset TV, 10/10/2024.

Charles Rinehart, CFA, CAIA, Chief Investment Officer at Johnson Asset Management recently contributed to the ChartMasters segment for Asset TV. In this video Charles explains the Fed’s history of cutting rates too late and the forces that can hinder economic growth. “Fed Cuts Helpful, But Not All-Clear.” Asset TV, 10/10/2024.