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News and media

  • August 15, 2024

    Brian Kute on the Importance of Quality SMID Cap Companies

    Managing Director of Research & Senior Portfolio Manager Brian Kute, CFA, emphasizes the importance of investing in quality small and mid-cap (SMID) companies in this Financial Advisor article. Read more here about our approach in Brian’s article “An Approach To Future-Proofing Mid- And Small-Cap Portfolios.” Financial Advisor, 8/15/2024.

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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.

  • August 01, 2024

    Charles Rinehart on Apple’s 3Q 2024 Earnings Report

    Chief Investment Officer Charles Rinehart, CFA, CAIA shares insights on Apple’s 3Q 2024 earnings report, noting how important the upcoming AI launch is to the business. “Apple’s iPhone Sales Slide, but Investors Still Expect AI Rally.” Wall Street Journal, 8/1/2024.

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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 26, 2024

    Bryan Andress on GE's 2024 Second Quarter Earnings

    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.

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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 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.

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Read our latest insights

  • Blog: Beyond the Numbers

    Trump Accounts: A New Tool for Children and Grandchildren, But Not a Planning Panacea

    Trump Accounts introduce an interesting new planning option, but they are not the revolutionary wealth-building vehicle some early commentary may have suggested. For many families, 529 plans, custodial Roth IRAs, UTMAs, and traditional taxable investment accounts will continue to play the primary role in helping children and grandchildren build wealth.

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  • Updates

    Second Quarter 2026 Market Update

    The first half of 2026 brought strong economic growth and market gains, alongside unexpected challenges including geopolitical tensions and AI-driven semiconductor shortages. In this mid-year update, CIO Charles Rinehart, CFA, CAIA, and Senior Managing Director Brandon Zureick, CFA discuss what shaped markets so far and what may lie ahead for investors.

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  • Johnson Insight

    Second Quarter 2026 Newsletter

    Read our 2Q 2026 Quarterly Insight newsletter, including this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, this month's JIC Blog, "Trump Accounts: A New Tool for Children and Grandchildren, But Not a Planning Panacea," and this quarter's JIC employee news.

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  • Updates

    2026 Patrick Chong Memorial Scholarships Awarded

    Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarships to two outstanding students, Emma Moulas and Ginny Theobald.

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  • Client Stories

    Estate Planning, a Client Story

    Is your estate plan aligned with your goals today? Learn why taking a closer look at your estate documents can help ensure your wishes are carried out as intended.

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  • Blog: Beyond the Numbers

    When Swapping an Annuity Makes Sense, and When It Doesn't

    A 1035 exchange can lower annuity fees, improve investment options, and preserve tax deferral—but it requires careful evaluation. Learn when it makes sense, key risks, and the value of objective, fee-only advice.

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  • Updates

    Johnson Investment Counsel Names Two New Shareholders

    Johnson Investment Counsel is pleased to announce two new shareholders to the firm. The shareholders include: Andrea Ernst, CFP®, and Andrew Kucia, CFP®.

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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

    The Doctor Test: A Practical Way to Evaluate a True Fiduciary

    When discussing wealth planning advice with clients and prospective clients, it’s not uncommon for one question to either be explicitly articulated or considered privately: “How do we know the advice we’re receiving is truly in our best interest?” In recent years, the term “fiduciary” has become central to that conversation.

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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.

    Read More
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