Managing Director Dean Moulas, CFA, featured in Fanfare Magazine on why Johnson Investment Counsel has been involved with Cincinnati Symphony Orchestra since 2002. “Why We Give.” Fanfare Magazine, 3/1/2024.
Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on the factors influencing the price of gold, noting that real interest rates historically are closely tied to gold prices however geopolitical uncertainty plays as role as well. “What will gold be worth by the end of 2024? Here’s what some experts predict.” CBS MoneyWatch, 4/30/2024.
Senior Research Analyst Bill Jung, CFA weighs in on Fifth Third Bancorp’s first-quarter earnings report, noting how Fifth Third continues to distinguish itself as a leading deposit franchise. “Fifth Third CEO Tim Spence explains how bank’s 1Q earnings show it’s handling tough environment.” Cincinnati Business Courier, 4/23/2024.
Senior Research Analyst Joe Abbott, CFA weighs in on Procter & Gamble’s first earnings report of 2024, noting P&G is executing well although the market environment across a few regions remains challenging. “P&G reports strong profits, but misses mark on sales for a second quarter in a row.” Cincinnati Business Courier, 4/19/2024.
Johnson Trust Company is pleased to announce Trust Counsel Alethea Teh Busken, Esq., has earned her Certification in Estate Planning, Trust and Probate Law from the Ohio Bar Association. This rigorous certification allows attorneys to position themselves as specialists in their field. Alethea is one of only 13 lawyers in the state to be newly certified this year.
Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on March inflation data and the impact it is likely to have on Federal Reserve rate cut decisions this year. Noting that these higher-than-expected inflation numbers are likely to mean few rate cuts this year than initially anticipated. "Investors hold out for rate cuts as inflation rises.” Spectrum News 1, 4/14/2024.
Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on Biden’s billionaire tax proposal. Noting the difficulty in implementing this type of tax as billionaires often don’t have a typical paycheck. "The big flaw in Biden’s billionaire tax proposal, according to experts.” Yahoo! Finance, 4/6/2024.
Managing Director and Senior Portfolio Manager Tony Kure, CFP offers some key strategies for raising financially savvy kids. Noting the importance of empowering kids from an early age in an effort to build a healthy relationship with money as adults. "I’m a Financial Expert: 5 Ways I’m Raising My Kids To Be Financially Savvy Adults.” GoBankingRates.com, 4/5/2024.
Chief Executive Officer Jason Jackman, CFA weighs in on the economic impact of elections in Ohio, noting that competitive general election races in the state this fall are likely to bring significant outside money into the state. “Economic impact of primary and general elections in Ohio.” Spectrum News 1, 3/31/2024.
Johnson Investment Counsel ranked 8th in Columbus Business First’s Largest Central Ohio Financial Planners – Fee Only list. The ranking is based on assets under management reported by individual firms via an online survey. “Largest Central Ohio Financial Planners – Fee Only.” Columbus Business First, 3/28/24.
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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.
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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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