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.
Joe Abbott, CFA, Senior Research Analyst, shared his insights with Cincinnati Business Courier on P&G’s Q1 2026 fiscal earnings, released Friday. He highlighted the company’s key strategic shifts, renewed focus on the consumer and explains why P&G exceeded economic expectations. Read more of Joe’s insights in the full article. “P&G now expects tariff impact to be half of what it previously forecast.” Cincinnati Business Courier, 10/27/2025.
Anthony Kure, CFP® recently spoke with MarketWatch’s Morey Stettner about the hidden risks of “supersaving” and strategies to maintain balance in “You can be a supersaver for retirement — but it’ll cost you.” MarketWatch, 10/24/2025.
Senior Managing Director, Brandon Zureick, CFA joined CBS MoneyWatch to break down September’s CPI report – highlighting how rising prices, interest rate shifts and tariff pressures are influencing Social Security, consumer confidence and long-term planning. “CPI report shows inflation continued to climb in September, although at a cooler pace than forecast.” CBS MoneyWatch, 10/24/2025.
Johnson Investment Counsel Chief Investment Officer Jason Jackman, CFA, is included in Cincinnati 300, Cincinnati Magazine’s 2025 list of the city’s most influential leaders. Cincinnati Magazine, 10/3/2025.
We are proud to be named once again among Forbes’ Top RIA Firms in America. This prestigious list acknowledges firms with a strong history of safeguarding and growing client wealth for future generations. "2025 America's Top RIA Firms." Forbes, 10/1/25.
Sherwin-Williams recently announced a pause to its 401(k) match. Tony Kure, Managing Director and Senior Portfolio Manager, recently spoke with Forbes about what it means and the steps you can take to keep your retirement on track. “How To Navigate Retirement Savings If Your Company Suspends 401(k) Plan Matches”. Forbes, 9/26/2025.
Barron’s once again recognizes Johnson Investment Counsel as one of the Top RIA Firms in the country. “2025 Top 100 RIA Firms.” Barron’s, 9/15/2025.
We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.
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®.
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.
When discussing wealth planning advice with clients and prospective clients, it’s not uncommon for one question to either be explicitly articulated or considered privately: “How do we know the advice we’re receiving is truly in our best interest?” In recent years, the term “fiduciary” has become central to that conversation.
Looking to align your giving with your values? Discover how purposeful philanthropy can create a legacy and support what matters most.