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News and media

  • January 25, 2024

    Bryan Andress Talks on GE's 2023 Forth Quarter Earnings

    Senior Research Analyst Bryan Andress, CFA weighs in on General Electric’s 2023 earnings release, noting the strong showing of GE’s Aerospace segment. “GE Aerospace, GE Vernova ‘ready to launch’ ahead of April spinoff.” Cincinnati Business Courier, 1/23/2024.

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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.

  • January 25, 2024

    Joe Abbott Talks on P&G 2023 Earnings

    Senior Research Analyst Joe Abbott, CFA weighs in on Procter & Gamble’s final earnings report of 2023, emphasizing the growing significance of volume growth to investors. “P&G’s higher prices, productivity growth offset sluggish sales ahead of expected 2024 slowdown.” Cincinnati Business Courier, 1/23/2024.

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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.

  • January 04, 2024

    Brandon Zureick Discusses Consumer Expectations in 2024

    Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the interest rate outlook for 2024 with Spectrum News 1, noting that steady interest rates and slowing economic growth could bring positive developments for consumers. “Consumers May See Some Relief in 2024.” Spectrum News 1, 12/31/2023.

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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.

  • December 22, 2023

    James Wineland Talked to Ideastream on Retirement Cleveland

    Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.

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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.

  • December 22, 2023

    James Wineland Talked to Ideastream on Retirement Cincinnati

    Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.

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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.

  • December 22, 2023

    James Wineland Talked to Ideastream on Retirement Dayton

    Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.

    Read More

    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.

  • December 22, 2023

    James Wineland Talked to Ideastream on Retirement Columbus

    Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.

    Read More

    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.

  • December 22, 2023

    James Wineland talked to Ideastream on retirement Youngstown

    Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.

    Read More

    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.

  • December 20, 2023

    CEO Jason Jackman Included in Cincinnati 300 List

    Johnson Investment Counsel Chief Investment Officer Jason Jackman, CFA, is included in Cincinnati 300, Cincinnati Magazine’s 2023 list of the city’s most influential leaders. "The Region's Most Powerful Business Leaders." Cincinnati Magazine, 11/13/2023.

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    Leaders who wish to be ranked fill out a brief survey about their leadership approach.  Data is collected as of August 2023.  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.

  • December 12, 2023

    Brandon Zureick discusses the impact of US jobs on Ohio

    Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the U.S. jobs report with Spectrum News 1, sharing that gains across the U.S. economy slightly surpassed economists’ expectations. Zureick also pointed out that the outlook is even better for Ohio where reshoring and new manufacturing activity will continue to support regional job growth. “Impact of U.S. Jobs Report on Ohio.” Spectrum News 1, 12/11/2023.

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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.

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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.

    Read More
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