Senior Research Analyst Bryan Andress, CFA weighs in on General Electric’s Q2 earnings release, noting that each phase of GE Aerospace’s emergence as a stand-alone company has come with stronger profitability. “GE Aerospace soars as an independent public company as stock jumps amid Q2 earnings.” Cincinnati Business Courier, 7/26/2024.
Senior Research Analyst Bill Jung, CFA weighs in on Fifth Third Bancorp’s second-quarter earnings report, noting how Fifth Third management continues to navigate the headwinds facing the banking industry relatively well. “Fifth Third CEO says bank will add more Southeast branches as Q2 earnings beat expectations again.” Cincinnati Business Courier, 7/23/2024.
Johnson Investment Counsel ranked 3rd in Cincinnati Business Courier’s Largest Greater Cincinnati Money Management Firms list. The ranking is based on assets under management reported by individual firms via an online survey. “Largest Greater Cincinnati Money Management Firms.” Cincinnati Business Courier, 7/19/2024.
Johnson Investment Counsel ranked as the 31st largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2024 RIA Ranking." Financial Advisor Magazine, 7/12/2024.
Senior Research Analyst Joe Abbott, CFA weighs in on Kroger’s first-quarter earnings, noting the commentary on second-quarter expectations came in a bit weaker than hoped for primarily due to margin pressure. “Kroger shares fell even after 1Q earnings beat expectations. Here’s why.” Cincinnati Business Courier, 6/24/2024.
Senior Portfolio Manager Laura Mattern, CFA, CFP®, was interviewed by Amy Scalia of Cincinnati Refined on saving for college and 529 plans for this week's show on Local12. “The ABCs of 529 College Savings Plans.” Cincinnati Refined, 6/15/2024.
Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on Apple’s Worldwide Developers Conference’s expected announcement of new artificial intelligence features, nothing that in the extremely competitive AI market it is important that Apple can start showing progress. “Apple Is Under Pressure to Deliver on AI at Monday’s WWDC Event.” Wall Street Journal, 6/10/2024.
Johnson Investment Counsel was named a Top Workplace by The Cincinnati Enquirer for the 11th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquire, 5/29/2024.
Managing Director and Senior Portfolio Manager Tony Kure, CFP offers insight into 529 plans for college savings, recommending opening this tax-favored account as soon as a child is born. “Interest on Federal Student Loans is Rising to 6.53%.” The New York Times, 5/24/2024.
Managing Director and Senior Portfolio Manager Tony Kure, CFP offers insights into different vehicles available to build a retirement paycheck, focusing specifically on annuities. “How to Build Your Retirement Paycheck – And Make It Last.” Barron’s, 5/24/2024.
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As we close 2025 and flip the calendar to 2026, we can look back at generally strong markets facing the cross-currents of economic and geopolitical uncertainty. These factors and scenarios have one thing in common: they are out of our control. Realizing this, we created a financial “checklist” for tactics we do control, which could have a positive effect on cash flow, balance sheets, and peace of mind as we close the book on another year.
Coming soon! This year's annual Wealth Management Forum will be available beginning February 5th at 4pm ET. CEO Jason Jackman will provide a firm update, and CIO Charles Rinehart and Managing Director Brandon Zureick will share a detailed economic and market analysis.
Compassionate financial guidance for widows and widowers navigating life after loss. Discover practical steps, resources, and support from Johnson Investment Counsel to help you feel grounded and secure during this transition.
The market, like the weather, goes through seasons or cycles. Sometimes calm, sometimes stormy. With a portfolio designed to absorb shock and regulate your financial environment—through diversification, reliable income sources, and a clear plan—your financial thermostat can stay at a comfortable temperature no matter what the forecast says.
The financial impact of divorce can be complex — from managing your finances to restructuring wealth and planning for long-term security on your own. At Johnson Investment Counsel, we specialize in helping clients navigate these transitions with empathy, clarity, and support.
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.
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.
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.
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.
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.