Wealth Management

When Bruce Kerr and Rod Cruickshank founded The Partners Group, they were a small consulting team focused on serving the employee benefits…

In this blog post, we would like to cover a rule recently passed by Congress that allows an individual to gift their required minimum distribution…

In this blog post, we would like to focus on a lesser-known retirement savings strategy, the “backdoor Roth IRA.” A backdoor Roth IRA is a…

By Mike Gallagher, Portfolio Manager Every year, Berkshire Hathaway’s shareholders meeting is held in Omaha, Nebraska, which is considered the Mecca of the investing world.

Have you seen our Wealth Management team lately? We’re bigger than you think! Portland Business Journal ranked The Partners Group the 22nd largest money management…

After the uncomfortable 4th quarter last year (when stocks declined 14%), we wrote about a few items keeping our attention. Besides our indicators (which were…

From the TPG Investment Committee: The fourth quarter has been ugly for stocks around the world. After a wonderful third quarter, U.S. stocks (as represented…

During the most recent quarter, U.S. Stocks (as represented by the S&P 500) have hit another all-time high. After a decade of above average…

Tips for protecting your corporate accounts as well as your employees’ confidential data As mentioned in the TPG Webinar on cyber breaches, 25% of…

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