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News and media

  • October 10, 2024

    Charles Rinehart Shares the Top Market Trends We're Watching

    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.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • October 10, 2024

    Charles Rinehart Discusses the Fed's Rate Cuts on Asset TV

    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.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • October 09, 2024

    Dan Barnett Talks on Investment Scams

    Dan Barnett, CFA, Senior Portfolio Manager, talks with John Matarese from WCPO about investment scams. Dan notes that embarrassment prevents many victims from admitting they’ve been scammed. He warns that red flags include pressure to invest quickly and unrealistic promises of returns over 20%. “Investment scams costing victims more money every year.” Scripps News, 10/9/24.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • October 08, 2024

    Johnson Investment Counsel Named One of Forbes Top RIA Firms

    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. Forbes, 10/8/24.

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    Johnson Investment Counsel (“JIC”) is not affiliated with Forbes or SHOOK Research, LLC (“SHOOK”) and has not received compensation from nor provided compensation to Forbes or SHOOK. This ranking should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. The ranking may not be representative of any one client’s experience as it reflects a sample of client experiences. The award is not indicative of future performance and there is no guarantee of future investment success. Forbes’ list was compiled by SHOOK, which uses quantitative and qualitative data, including interviews, to rank member firms. SHOOK performs due diligence as the basis for its rankings. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due-diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. SHOOK seeks out nominations from the financial services industry. SHOOK accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. SHOOK received nearly 46,212 nominations based on thresholds. 25,103 of those nominees were invited to complete an online survey. SHOOK creates rankings of role models – firms that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both quantitative and qualitative factors, including telephone and in-person meetings, was imperative. For additional details on the ranking methodology, please visit Methodology: America’s Top RIA Firms 2024 (forbes.com)

  • September 24, 2024

    Brandon Zureick on the Labor Market and Economy

    Brandon Zureick, CFA, Managing Director and Portfolio Manager, discusses his views on the labor market and economy have rebalanced. He observes that although consumer confidence has decreased, the labor market and economy have successfully adjusted. This is highlighted in the article “Consumer Confidence Tumbles on Job Worries Ahead of the Election.” U.S. News & World Report, 9/24/2024.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • September 21, 2024

    Brandon Zureick on the Fed’s Decision to Cut Rates

    Brandon Zureick, CFA, Managing Director and Portfolio Manager, shares his perspective on the Federal Reserve's decision to cut interest rates by half a percent. He notes that while the change may not significantly alter economic conditions, it does convey a clear message to businesses and consumers that the Fed is committed to lowering interest rates. "Interest rate cuts bring good news, but consumers may not feel a huge impact.” Spectrum News 1, 9/21/2024.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • September 16, 2024

    Johnson Investment Counsel 29th in Barron's Top 100 RIA Firm

    Barron’s ranked Johnson Investment Counsel 29th in the nation in their 2024 “Top 100 RIA Firms” ranking. Barron's, 9/16/24.

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    Advisors who wish to be ranked fill out a 102-question survey about their firm.  Data is collected as of 6/30/2024.  Barron’s verifies the data against regulatory databases then applies their own rankings formula to generate a ranking.  The formula features three major categories of calculations: (1) Assets, (2) Revenue, and (3) Quality of Practice.  Each category contains multiple subcalculations.  Barron’s ranking is based on a variety of quantitative and qualitative factors.  Quantitative factors include, but are not limited to, amount of assets, type of assets, growth, and client retention.  Qualitative factors include, but are not limited to, experience levels, advanced degrees, industry designations, the size, shape and diversity of teams, charitable and philanthropic work and the compliance records of the firm and its associated employees.  The ranking may not be representative of any one client’s experience as it reflects a sample of client experiences.  The award is also not indicative of future performance and there is no guarantee of future investment success.

  • September 16, 2024

    Joe Abbott Weighs in on the Kroger’s 2Q 2024 Earnings

    Joe Abbott, CFA, Senior Research Analyst, shares his thoughts on Kroger’s second-quarter 2024 earnings, highlighting the unexpected improvement in gross margins. “We are confident; Kroger CEO talks Albertsons merger, FTC court case and why results beat expectations.” Cincinnati Business Courier, 9/16/2024.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • September 11, 2024

    Joe Abbott Weighs in on the Kroger Albertsons Merger

    Senior Research Analyst Joe Abbott, CFA offers insight into the potential Kroger-Albertsons merger, sharing that the case boils down to how the grocery market is defined, if the deal would weaken labor competition and whether C&S would be a relevant competitor. “Kroger-Albertsons merger: Trial comes down to economists testimony, expert says.” Cincinnati Business Courier, 9/11/2024.

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    Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

  • September 06, 2024

    Johnson Investment Counsel Named as Goering Center Honoree

    Johnson Investment Counsel featured in a Cincinnati Business Courier article as one of ten 2024 honorees at the Goering Center’s 25th Annual Family & Private Business Award. The article highlights Johnson’s commitment to financial peace of mind and focuses on leadership development, client satisfaction, and community involvement. “Johnson Investment Counsel: Investing in the future.” Cincinnati Business Courier, 9/6/2024.

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    Each September, the Goering Center recognizes and celebrates businesses who have demonstrated exceptional achievements in one or more of 10 Best Practices of Successful Family and Private Businesses, thereby positively impacting their organizations and communities.  The ranking may not be representative of any one employee’s experience.  The ranking is also not indicative of future performance and is not a guarantee of future investment success.

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We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.

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Read our latest insights

  • Blog: Beyond the Numbers

    The 2026 Roth Mandate for Catch-Up Contributions: A Subtle but Significant Shift in Retirement Savings

    Beginning in 2026, a new provision within the SECURE 2.0 Act will mandate a significant change for the higher-earning employees over the age of 50: catch-up contributions must be made on a Roth (after-tax) basis. Though this shift has not been well publicized since the law was passed in 2024 but delayed implementation until 2026, it could carry substantial implications for both near-term tax strategy and long-term wealth planning.

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  • Johnson Insight

    Third Quarter 2025 Newsletter

    This quarter’s market update from Chief Investment Officer Charles Rinehart, CFA, CAIA, the JIC Beyond the Numbers blog “The 2026 Roth Mandate for Catch-Up Contributions: A Subtle but Significant Shift in Retirement Savings” by Managing Director of Northeastern Ohio Market and Senior Portfolio Manager, Anthony Kure, CFP®, and, as always, catch up on all of your JIC employee news.

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  • Updates

    Third Quarter 2025 Market Update

    CIO, Charles Rinehart, CFA, CAIA, discusses how the markets may seem calm at a glance, but beneath the surface, 2025 has been a rollercoaster of tariff threats, geopolitical tensions, and surprising rebounds. From double-digit drops to record-setting rallies, this update reveals just how quickly sentiment can shift — and why discipline and long-term focus matter most.

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  • Presentations

    Your Guide to P&G PST Distributions & Tax Implications

    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.

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  • Blog: Beyond the Numbers

    Lump Sum vs. Dollar Cost Averaging – Rationality vs. Psychological Comfort

    This month we turn to one of the most enduring debates in wealth and investment planning: whether to deploy investable cash all at once (lump sum investing or LSI) or to stagger entry over time through dollar cost averaging (DCA). While the academic evidence tilts strongly toward lump-sum investing, the emotional calculus is more nuanced.

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  • Blog: Beyond the Numbers

    What Retirees and Pre-Retirees Should Know About the New Tax Law

    On July 4th, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, ushering in a mix of tax law extensions, new phaseouts, and planning opportunities. From new deductions, retained provisions from prior law, estate tax rules, and a new account type to save for children, here’s what pre-retirees and retirees need to know, why it matters and what to do.

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  • Blog: Beyond the Numbers

    The Comfort of Conservative Investing: Balancing Peace of Mind with Long-Term Growth

    For many approaching or in retirement, the portfolio becomes more than just a balance of stocks and bonds—it represents a cash flow lifeline and a potential legacy for future generations. So, it’s perfectly understandable to minimize anxiety, opting for stable returns and lower volatility. But what if that peace of mind comes at a cost? The cost of long-term financial opportunity? How can we balance these competing priorities?

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  • Johnson Insight

    Second Quarter 2025 Newsletter

    This quarter’s market update from Chief Investment Officer Charles Rinehart, CFA, CAIA, the JIC Beyond the Numbers blog “The Comfort of Conservative Investing: Balancing Peace of Mind with Long-Term Growth” by Managing Director of Northeastern Ohio Market and Senior Portfolio Manager, Anthony Kure, CFP®, and, as always, catch up on all of your JIC employee news.

    Read More
  • Updates

    Second Quarter 2025 Market Update

    CIO, Charles Rinehart, CFA, CAIA, covers a whirlwind first half of 2025—from tariff shocks and geopolitical flare-ups to a major tax bill that could shape the years ahead. Despite the chaos, markets posted surprisingly strong returns, masking the risks still lurking beneath the surface. We also examine shifting investor sentiment and why now may be the time to stay alert, not complacent.

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  • Updates

    2025 Patrick Chong Memorial Scholarships Awarded

    Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarship to two outstanding students, Melina Busken and Gretchen Phelps.

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