Johnson Investment Counsel was named a Top Workplace by The Cincinnati Enquirer for the 12th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquirer, 5/29/2025.
Charles Rinehart, Chief Investment Officer at Johnson Investment Counsel, offers a fresh perspective on the traditional divide between growth and value stocks. Read more about Charles’ insights in the full article: “Warren Buffett Invested In These 2 Growth Stocks Despite His Long History as a Value Investor.” GoBankingRates.com, 4/22/2025.
Bill Jung, CFA, Senior Research Analyst, noted a mixed but balanced quarter for Fifth Third Bank. Read more about Bill’s insights in the full article. “Fifth Third CEO offers insight on how tariffs are affecting business borrowing.” Cincinnati Business Courier, 4/21/2025.
Johnson Investment Counsel’s Managing Director and Senior Portfolio Manager, Tony Kure, recently shared his expert insights with InvestmentNews on how retirees should navigate the challenges of a below-inflation cost-of-living adjustment (COLA) and broader concerns about the future of Social Security. “First COLA prediction since tariffs is out; is it time to claim Social Security?” InvestmentNews, 4/11/2025.
Johnson Investment Counsel is honored to be ranked 8th in Columbus Business First’s Largest Central Ohio Financial Planners – Fee-Only list. This ranking, based on assets under management as reported by individual firms, reflects our continued commitment to providing trusted, independent financial guidance. We remain dedicated to serving our clients with personalized financial planning and investment management expertise. “Here are the 19 largest fee-only financial planning firms in Central Ohio.” Columbus Business First, 3/28/25.
Chief Executive Officer, Jason Jackman, CFA, spoke with InvestmentNews on the cost of consolidation from mergers and acquisitions and why Johnson has remained employee owned. Read the full article here: “Why these RIA firms are sitting out the M&A trend.” InvestmentNews, 3/24/2025.
Retirement brings new financial challenges, but it also opens up unique opportunities for smart tax planning. Tony Kure, CFP, discusses one of the most crucial periods— the "Golden Window"—a strategic period when retirees can take proactive steps to minimize their lifetime tax burden and secure long-term financial success. Understanding and leveraging this window can make a significant difference in preserving wealth for the years ahead. “The Golden Window: A Top Tax Strategy for the Right Retirees.” Kiplinger, 3/1/2025.
In a recent interview with The Wall Street Journal, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed Apple’s earnings. Although iPhone sales did not deliver on expectations Charles noted there is no reason to believe that once AI features are more robust consumers will upgrade. “Apple iPhone Sales Shrink Slightly as Investors Await AI Payoff.” Wall Street Journal, 1/30/2025.
Bill Jung, CFA, Senior Research Analyst, offered some insight to Steve Watkins about Fifth Third’s steady performance this quarter. Read more about Bill’s insights in the full article. “Fifth Third CEO talks about why business owners are more likely to borrow this year.” Cincinnati Business Courier, 1/22/2025.
Joe Abbott, CFA, Senior Research Analyst, commented on Procter & Gamble’s quarterly earnings, highlighting strong execution and market share gains, despite the global challenges. Read more of Joe’s insights in the full article. “How P&G overcame obstacles to surprise analysts, boost market value.” 1/22/2025
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Read our 4Q 2025 Quarterly Insight newsletter to find a letter from Chief Executive Officer Jason Jackman, CFA, this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, and, as always, catch up on all of your JIC employee news.
CIO Charles Rinehart, CFA, CAIA, reflects on a strong 2025 despite persistent headlines around tariffs, Fed policy, and economic uncertainty. With solid market gains, uneven growth, and elevated valuations heading into 2026, he highlights why discipline, diversification, and a long-term focus remain essential.
As we close 2025 and flip the calendar to 2026, we can look back at generally strong markets facing the cross-currents of economic and geopolitical uncertainty. These factors and scenarios have one thing in common: they are out of our control. Realizing this, we created a financial “checklist” for tactics we do control, which could have a positive effect on cash flow, balance sheets, and peace of mind as we close the book on another year.
Coming soon! This year's annual Wealth Management Forum will be available beginning February 5th at 4pm ET. CEO Jason Jackman will provide a firm update, and CIO Charles Rinehart and Managing Director Brandon Zureick will share a detailed economic and market analysis.
Compassionate financial guidance for widows and widowers navigating life after loss. Discover practical steps, resources, and support from Johnson Investment Counsel to help you feel grounded and secure during this transition.
The market, like the weather, goes through seasons or cycles. Sometimes calm, sometimes stormy. With a portfolio designed to absorb shock and regulate your financial environment—through diversification, reliable income sources, and a clear plan—your financial thermostat can stay at a comfortable temperature no matter what the forecast says.
The financial impact of divorce can be complex — from managing your finances to restructuring wealth and planning for long-term security on your own. At Johnson Investment Counsel, we specialize in helping clients navigate these transitions with empathy, clarity, and support.
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.
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.
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.