Johnson Investment Counsel on LinkedIn: #companyculture #scholarship #patrickchong #wealthmanagement… (2024)

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Congratulations to the winners of this year’s 2022 Patrick Chong Scholarship: Regan Henderson and Caitlin Kelhoffer! Regan, daughter of JIC’s Joe Henderson, CLU, CFP®, is an incoming sophom*ore at the University of Michigan. She is pursuing a double major in Economics and Psychology with the hopes of pursuing a graduate degree in law. Caitlin, daughter of JIC’s Jennifer Kelhoffer, is an incoming freshman at Ohio University. She will major in Biology and hopes to become a physical therapist.In memory of our colleague, Patrick Chong, who worked as a Portfolio Manager Assistant in 1997 and lost his battle to cancer in 2002, Johnson Investment Counsel established the Patrick Chong Memorial Scholarship. This scholarship was created to reward the families of JIC employees by providing tuition assistance for college. Over the past 20 years, Johnson has awarded 43 students who have demonstrated academic excellence, a commitment to extra-curricular activities, and a heart to serve through community involvement. Applications are reviewed and judged by a panel of educators at the University of Cincinnati.#companyculture #scholarship #patrickchong #wealthmanagement #communityinvolvement

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    Senior Research Analyst Joe Abbott, CFA weighs in on ’s first earnings report of 2024, with surprisingly strong profits last quarter despite lowering sales due to a variety of geopolitical and economic issues. Joe shared P&G is executing well although the market environment across a few regions remains challenging. Abbott is anticipating that as pricing continues to moderate, volumes will continue improving.Read the full Cincinnati Business Courier article here:https://lnkd.in/e6WRB4j5#PandG #ProcterandGamble #Earnings #BusinessCourier #JohnsonInvestmentCounsel #JICCincinnati 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.

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    In thisMarket Update Chief Investment Officer Charles Rinehart, CFA, CAIA sums up 1Q 2024 market performance as he reflects on the recent total solar eclipse.“As an observer of the markets, it amazes me that something so unusual can be predicted with such precision so far in advance. It seems counterintuitive that forecasting centuries of movements of heavenly bodies is more dependable than estimating next quarter's GDP growth, but that is the world we live in. Nevertheless, in markets, as in eclipse watching, being in the right place at the right time is crucial, so try we must.”Read the full Market Update here: https://lnkd.in/eHxEgpXvChief Investment Officer, Charles Rinehart, CFA, CAIA, leads our dedicated team of research analysts and portfolio managers as they manage our investment strategies to deliver financial peace of mind to our clients.#FromtheDeskJICCIO #MarketUpdate #JICNewsletter #1Q2024 #InvestmentPlanning #Markets #JohnsonInvestmentCounsel

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    Congratulations to Portfolio Manager Assistant Michael Prebles, MBA, on earning his Master of Business Administration degree from Xavier University! 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 the hard work and dedication of our employees. #MBA #FurtheredEducation #JICWealthManagement #MasterOfBusinessAdministration #Congratulations #XavierUniversity #JohnsonInvestmentCounsel #JICTeam #JICCincinnati

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    Read our 1Q 2024 Quarterly Insight newsletter to find this quarter’s market update from Chief Investment Officer Charles Rinehart, CFA, CAIA. This month’s JIC Blog by Managing Director of Northeastern Ohio Market and Senior Portfolio Manager Anthony Kure, CFP®, looks at a unique aspect of the transition into retirement—how to design a “retirement paycheck.”And, as always, catch up on all of your JIC employee news.Read the full newsletter here: https://lnkd.in/eHxEgpXv#FromtheDeskJICCIO #MarketUpdate #JICNewsletter #1Q2024 #RetirementPlanning #Paycheck #JICblog #JohnsonInvestmentCounsel

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    Columbus Business First’s list of Largest Financial Planning Firms for 2024 places Johnson as #8 in Central Ohio. We are proud of the hard work and dedication of our employees to deliver excellent service and honored by the loyalty of our amazing clients that makes this possible.See the full list here: https://buff.ly/44beW47#TopRIAFirm #ColumbusBusinessFirst #CBF #JohnsonInvestmentCounsel #JICColumbus #LargetMoneyManagementFirms Disclaimer: Firms are ranked based on regulatory assets under management by Central Ohio offices. The ranking is based on assets under management reported by individual firms via an online survey conducted as of 12/31/23. The ranking may not be representative of any one client’s experience. The ranking is also not indicative of future performance and is not a guarantee of future investment success.

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    Are you a current or former P&G employee? Spend an hour with JIC Portfolio Manager and P&G Retirement Plans Director Michael G. 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. Two dates are available – May 7th, 12-1pm (EST) and May 8th, 3-4pm (EST). To learn more and register, visit:https://lnkd.in/e-RRP_bD#Retirement #PST #ProfitSharingTrust #PSTDistrubution #ProcterandGamble #Cincinnati

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    April is Financial Literacy Month! Time to take charge of your financial future. Whether you're saving, investing, or budgeting, knowledge is power. Check out our By the Numbers blog posts to help you build a brighter financial future.https://buff.ly/3W3xbX0#FinancialLiteracyMonth #MoneyMatters #EmpowerYourWallet #JohnsonInvestmentCounsel #JICWealthManagement #FinancialLiteracy

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    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. Brandon shares that although lower inflation trends are still intact, it is likely to be a bumpy ride down, resulting in fewer rate cuts this year than initially anticipated.View the full Spectrum News 1 interview here: https://lnkd.in/e8bFyER4#SpectrumNews1 #Inflation #FederalReserve #TheFed #FederalReserveRateCup #Economy #Ohio #JohnsonInvestmentCounsel 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.

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    Congratulations to Rebecca Desch, Johnson Investment Counsel Creative Marketing Manager, who has been selected among leaders in the Cincinnati region who make up Board Orientation/Leadership Development at Leadership Council for Nonprofits (BOLD) cohort 18. BOLD is a leadership program that educates and empowers you to serve the nonprofit community as a nonprofit board member. Learn more about the program here: https://lnkd.in/d6YrfCr5#BOLD #Leadership #BeBold #NonProfit #Community #JohnsonInvestmentCounsel #Cincinnati #JICCincinnati

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    Managing Director and Senior Portfolio Manager Anthony 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. Tony suggests introducing the concepts of long and short term savings goals with adolescent children, explaining this early introduction can go a long way in building financial responsibility as they grow into adulthood.View the full GOBankingRates article here: https://lnkd.in/e7vc33fA#GOBankingRates #FinanciallySavvyKids #FinancialLiteracy #JICCleveland #WealthManagement #JohnsonInvestmentCounsel 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.

    I’m a Financial Expert: 5 Ways I’m Raising My Kids To Be Financially Savvy Adults gobankingrates.com

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