Johnson Investment Counsel

06/02/2026

Join us in celebrating this month’s milestone anniversaries!

The dedication of our employees is integral to the success of our firm. Our mission to deliver peace of mind through trusted counsel, exemplary service, and a genuine heart to serve, is made possible because of the excellent work of our employees.

Senior Managing Director Brandon Zureick, CFA joined Johnson Investment Counsel in 2011 and is celebrating 15 years of serving Johnson Asset Management.

Thank you for your years of devoted service to our clients.

05/28/2026

We are proud to be named a Top Workplaces by The Enquirer - Cincinnati and Kentucky for the 13th year in a row!

This recognition reflects the meaningful work our team does each day and the care they show for clients and one another—qualities that continue to set Johnson Investment Counsel apart as a consistent Top Workplace.

The Top Workplaces award is based solely on employee feedback. See our page here: https://topworkplaces.com/company/johnson-investment/cincinnati/



Disclaimer: The Cincinnati Enquirer Top Workplaces ranking is based on a survey of employees conducted over the period 2/2/2026 to 2/12/2026. 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.

05/25/2026

Today we honor the brave men and women who gave their lives for our country.

Happy Memorial Day.

05/21/2026

Join us in congratulating Leah Quortrup, CTFA, on being promoted to Senior Trust Officer in our Johnson Trust Company.

Our mission to deliver peace of mind through trusted counsel, exemplary service, and a genuine heart to serve, is made possible through the hard work and dedication of our employees.

05/21/2026

Not all “fiduciary” advice is created equal.

Understanding how advisors are compensated and how those incentives can influence recommendations can make a meaningful difference in long-term outcomes.

It’s not just about definitions—it’s about how advice is actually delivered and whether it’s truly aligned with your best interests.

Learn more in this month’s By the Numbers Blog: “The Doctor Test: A Practical Way to Evaluate a True Fiduciary” by Managing Director of Northeastern Ohio Market and Senior Portfolio Manager Anthony Kure, CFP®

https://www.johnsoninv.com/insights/blog/investment/the-doctor-test-practical-way-to-evaluate-a-true-fiduciary

05/11/2026

As the Great Wealth Transfer unfolds, many are grappling with the complex question of how much to leave an heir—and whether that amount will grant financial freedom or enable complacency.

Portfolio manager Joseph White shared his insights with MarketWatch’s Alisa Wolfson regarding the appropriate amount to ensure an heir's peace of mind and financial security, while also considering inflation and economic cycles.

Read about more here: https://www.marketwatch.com/picks/is-that-enough-i-have-1m-in-a-roth-and-a-600k-home-id-like-to-give-it-to-a-single-heir-but-will-that-be-enough-to-provide-financial-security-29edb799



Disclaimer: 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.

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

05/11/2026

THERE’S STILL TIME TO REGISTER! Join us tomorrow, May 12th at 12-1pm (EDT) for a Procter & Gamble Profit Sharing Distribution webinar.

Are you a current or former Procter & Gamble employee? Spend an hour with JIC Portfolio Manager and P&G Retirement Plans Director Mike Stanis, CFA, CFP®, MBA, who will share his insight on distribution options for the P&G Profit Sharing Trust. Mike spent more than 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 situation.

If you are unable to make the webinar tomorrow, we have a future 2026 time available:
• June 18th (Thursday), 12-1pm (EDT)

To learn more and register, visit:
https://www.johnsoninv.com/insights/forum/your-guide-to-pg-pst-distributions-tax-implications

P&G Alumni Foundation P&G Alumni Network

05/07/2026

Congratulations to Portfolio Manager Assistant Matt Duplain, CFA, for earning his Chartered Financial Analyst® (CFA®) designation.

The CFA® designation is one of the most highly regarded credentials for investment professionals. It represents expertise in security analysis, investment knowledge, and ethical standards. Those who earn the designation study for many years and must pass three rigorous, four-and-a-half-hour exams. CFA® charter holders are recognized worldwide for their dedication and commitment to excellence.

At Johnson Investment Counsel, we are committed to continuing education to provide personal development for our employees. Our mission to deliver peace of mind through trusted counsel, exemplary service, and a genuine heart to serve is made possible through our employees' hard work and dedication.



CFA® and Chartered Financial Analyst® are registered trademarks owned by .

05/07/2026

During last week's Federal Reserve meeting, a few things were expected: a steady rate hold, heightening inflation risks prompted by geopolitical tensions with Iran, and Kevin Warsh’s nomination for Fed Chair advancing to the Senate Banking Committee. Yet, in a rare move, current chair Jerome Powell shared that he will see out the remainder of his term and resume his time on the Fed board as governor.

Our chief economist, Brandon Zureick, shared his insights leading up to the meeting and takeaways from Powell’s final speech as chair with Kiplinger's Karee Venema.

Read both Brandon’s pre-meeting prediction and post-meeting commentary here: https://www.kiplinger.com/news/live/fed-meeting-updates-and-commentary-april-2026



Disclaimer: 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.

The April Fed meeting was Jerome Powell's last as chair of the central bank, but he's not leaving the central bank just yet.

05/06/2026

Last week, Apple announced that it will be retiring the company’s goal to achieve a net-cash neutral position in its second quarter earnings call. The decision aims to alleviate economic decisions around how the tech giant utilizes its debt and cash portfolios, explained CFO Kevan Parekh.

Chief Investment Officer Charles Rinehart shared his insights with MarketWatch’s Christine Ji on how he sees AI demand and the leadership change shaping the choice to let go of Apple’s long-held goal to be net-cash neutral.

Read more here: https://www.marketwatch.com/story/apple-just-gave-a-subtle-clue-that-a-splashy-ai-acquisition-may-be-in-the-cards-110f5ce2



Disclaimer: 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.

With Apple officially retiring its net-cash-neutral target, some suspect the company will look to conduct more transformative M&A, beyond the smaller deals it made in the past.