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News and media

  • July 23, 2024

    Bill Jung Talks on 5/3’s Second-Quarter 2024 Earnings Report

    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.

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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.

  • July 19, 2024

    Largest Cincinnati Money Management Firms 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.

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    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. The ranking is based on assets under management as of 5/1/24 reported by individual firms via an online survey.

  • July 12, 2024

    Financial Advisor Magazine Ranking 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.

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    FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA's survey by the deadline. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statements with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2023, to be included in the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $500 million will be included in the FA’s expanded online RIA survey. The ranking may not be representative of any one client’s experience as it reflects a sample of client experiences. The ranking is also not indicative of future performance and there is no guarantee of future investment success. 

  • June 24, 2024

    Joe Abbott Talks on Kroger’s First-Quarter 2024 Earnings

    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.

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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.

  • June 18, 2024

    Laura Mattern Talks on 529 College Savings Plans

    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.

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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.

  • June 10, 2024

    Charles Rinehart Weighs in on Apple’s Developers Conference

    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.

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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.

  • May 29, 2024

    Johnson Investment Counsel was named a 2024 Top Workplace

    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.

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    The Cincinnati Enquirer Top Work Place ranking is based on a survey of employees conducted over the period 2/5/2024 to 2/20/2024. The survey requests employees to anonymously rate the ­firm and provide feedback on their experience. The ranking may not be representative of any one employee’s experience.

  • May 24, 2024

    Tony Kure Offers Insight into 529 Plans for College Savings

    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.

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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.

  • May 24, 2024

    Tony Kure Talks on Building a Retirement Paycheck

    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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    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.

  • May 02, 2024

    Charles Rinehart on Apple’s Q2 2024 Earnings Report

    Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on Apple’s Q2 2024 earnings report, noting that although iPhone sales were down a bit, they held on to their profitability. “Apple Sales Fall as iPhone, China Businesses Remain Sluggish.” Wall Street Journal, 5/2/2024.

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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.

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  • Client Stories

    Purposeful Philanthropy, a Client Story

    Looking to align your giving with your values? Discover how purposeful philanthropy can create a legacy and support what matters most.

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  • Blog: Beyond the Numbers

    The Five Numbers You Need to Know for Uncertain Times

    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.

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  • Johnson Insight

    First Quarter 2026 Newsletter

    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.

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  • Updates

    First Quarter 2026 Market Update

    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.

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    Family Business Legacy Planning, a Client Story

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    Strategic Withdrawals for Large Purchases, a Client Story

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  • Blog: Beyond the Numbers

    Making the Call on Long-Term Care Insurance: The Head, the Heart, and the Numbers

    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.

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    Real Client Stories. Thoughtful Planning in Action.

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    Hedging for Family Security, a Client Story

    Worried about concentrated stock and family security? See how a custom hedging strategy helped one family reduce risk and plan for the future.

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