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.
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.
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.
We believe it’s essential to be active members of our communities and to seek out opportunities to give back and serve others.
Looking to align your giving with your values? Discover how purposeful philanthropy can create a legacy and support what matters most.
Financial headlines offer endless reasons to worry, moving fast and designed to alarm. The anxiety is understandable, but predictions are only guesses. What matters more is perspective. Five numbers don’t predict the near future, but they show how markets have held up through wars, recessions, and crises, and what that history means for supporting your life and legacy.
Read our 1Q 2026 Quarterly Insight newsletter, including this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, this month's JIC Blog, "Five Numbers You Need to Know For Uncertain Times," and this quarter's JIC employee news.
The year opened with the strongest economic momentum we’ve seen in a while—broader market strength, improving consumer conditions, and signs of a healthier expansion. Then a sudden geopolitical conflict disrupted a key global energy route and introduced a wave of volatility. In this quarter’s update, CIO Charles Rinehart explains how quickly the landscape shifted, what history suggests about moments like this, and why long-term investors may still have reasons to stay confident.
Want to make a meaningful gift without sacrificing your financial goals? See how tax-efficient giving strategies can amplify your impact.
Thinking about selling a family business? Explore how coordinated planning can turn a business milestone into a lasting legacy.
Planning a major purchase in retirement? Learn how smart withdrawal strategies can minimize taxes and maximize confidence.
There is a season of life, usually between ages 50 and 60, when financial progress shifts from accumulation to protection, prudent decumulation, and leaving a legacy. The foundation has been built, and it is meaningful. Naturally, the conversation turns to preserving it.
See how Johnson Investment Counsel helps individuals, families, and business owners navigate complex financial decisions through customized, holistic wealth management.
Worried about concentrated stock and family security? See how a custom hedging strategy helped one family reduce risk and plan for the future.