Wealth Management

TPG’s K.C. Mink, who has had a long career as a partner in our Wealth Management division and who is also on our Board of…

By Stuart Robertson, Portfolio Manager, The Partners Group Most major U.S. equity indexes have reached correction territory to start the year 2022 (defined as a…

Listen to Portfolio Manager Stuart Robertson and Wealth Management Consultant Geneva Stegemoller talk through a few of the significant points of the 4th quarter. If…

As we write this letter, domestic markets have had a good year and most equity indexes are up double digits. Despite the occasional scary day…

Originally prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2021 The window of opportunity for many tax-saving moves closes on December 31,…

By Stuart Robertson, Portfolio Manager, and the TPG Investment Committee For this quarterly commentary, we take a look at how today’s legislative environment might impact…

On September 13, 2021, the House Ways and Means Committee released its initial draft of proposed statutory language for tax increases of the Build Back…

Portland, Oregon, August 11, 2021 – TRANSITORY. This might as well be the Word of the Year midway through 2021, as inflation accelerates at a…

Dear Friends and Clients, It’s a new year! We are excited to, hopefully, be moving on from all that ailed us over the last year…

  Unprecedented—that’s the word that comes to mind when reflecting on the current health and economic crises caused by the COVID-19 pandemic. The virus…