Our Perspective on Industry News and Trends

Chief Investment Officer, Charles Rinehart, CFA, CAIA, breaks down a surprising third quarter. From a major Federal Reserve rate cut to a shift in market leadership, this update covers everything you need to know about stocks, bonds, and where the economy might be headed next. Plus, find out why the upcoming election may not impact markets as much as you think.

We want to alert you to a new law tthat may impact our clients who are owners of various types of business entities. In 2021, the Corporate Transparency Act (“CTA”) was enacted. The CTA created new requirements for certain entities to report to the Financial Crimes Enforcement Network (“FinCEN”) starting on January 1, 2024.

Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarship to two outstanding students, Sydney Richard and Robert Grimaldi.

In conversations with clients in recent weeks, we have fielded a number of questions related to the economy and markets. In this video, Chief Investment Officer Charles Rinehart, CFA, CAIA, and Managing Director and Portfolio Manager Brandon Zureick, CFA discuss recent trends in the market and economy.

Jason Jackman, CFA, Chief Executive Officer of Johnson Investment Counsel, presented the Patrick Chong Memorial Scholarship to two outstanding students, Grace Gehner and Sosi Mahdasian.

Johnson Investment Counsel is pleased to announce nine new shareholders to the firm. The shareholders include Bryan J. Andress, CFA, Sandy F. Himmelsbach, CFP®, ChSNC®, R. Ryan Martin, CFA, Laura R. Mattern, CFA, CFP®, Maxwell T. Monk, CFA, Justin T. Rowden, CFP®, and Michael R. Timm, CFA, CFP®.

Some of our offices will be physically moving to new locations and some will be remodeled in their existing location. As the work is being completed, we want to be sure that you are aware of important details impacting your experience. Seamless client service is our top priority.

Jason Jackman, CFA, President of Johnson Investment Counsel presented the 2022 Patrick Chong Memorial Scholarship to two outstanding students, Regan Henderson and Caitlin Kelhoffer.

If your economic alarm bells are going off, you certainly aren’t alone. As the probability of two consecutive negative quarters grows, so too has the chorus of investors calling for the official start of an economic recession.  In this update, Director and Portfolio Manager Brandon Zureick, CFA, discusses factors impacting the probability of an economic recession and how Johnson continues to evaluate that risk.

Johnson Investment Counsel is pleased to announce three new shareholders to the firm. The shareholders include Jamie Horn, Jonathan McEvoy, CFP®, AIF®, and Elizabeth Schaefer, CIMA®. Jamie Horn serves as the Director of Marketing at the firm and both Jonathan McEvoy and Elizabeth Schaefer serve clients as Senior Portfolio Managers in our Johnson Wealth Management division.

Johnson Investment Counsel has expanded its footprint at its satellite office in Kenwood, having operated at this location since 2017. The firm will now occupy 33,220 square feet of the building, and accommodate 112 professionals, allowing the company to better serve clients across the region while accommodating its growing team of professionals.

Johnson Investment Counsel has named Charles Rinehart as the firm’s Chief Investment Officer. In his new role, Rinehart will manage the firm’s overall investment policy on behalf of its clients.

In conversations with clients in recent weeks, we have fielded a number of questions related to the economy and markets. In this video, Chief Investment Officer Charles Rinehart, CFA, CAIA, and Director and Portfolio Manager Brandon Zureick, CFA answer some of the most common questions we’ve received and share our perspective, investment philosophy, and discipline that helps us navigate through periods of economic and market uncertainty.