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Beyond the Numbers

A JIC blog focused on the big picture; exploring and reframing topics related to wealth management, investing, and living well.

Ideas for Approaching Asset Allocation

There are several rules of thumb we can use to ballpark an appropriate asset allocation, but these can be misleading. Looking at the details of your situation is the key to getting this just right.

The Difference Between Price and Value

Investors often use one-dimensional factors when assessing an investment’s value proposition. At Johnson Investment Counsel, we prefer to take a more holistic approach that includes a business quality evaluation. 

Making the Most of the Strong U.S. Dollar When Traveling Abroad

Traveling abroad is fun. It’s even more fun when everything feels a little cheaper than you were expecting. Grant, a portfolio manager assistant at JIC, discusses the best strategies and money tools to use for traveling abroad.

Making Tough Investment Decisions

The fear of regret and loss has kept many investors from making important investment decisions. Though we’re biologically hard-wired to think and feel this way, there are some tactics we can employ to work through these forces.

The Transience of Economic Moats

Like a medieval moat, all economic moats eventually deteriorate and lose their defensive value. It’s just a question of when it happens and how the company adapts to that change.