News and media

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.

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.