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Wealth Management

Image for The TPG Investment Committee on Q1 & COVID-19
April 7, 2020
COVID-19

The TPG Investment Committee on Q1 & COVID-19

  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…
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Image for Coronavirus and the Stock Market
February 28, 2020
COVID-19

Coronavirus and the Stock Market

The stock market is down around 10% from the high based on fears the virus will slow economic growth and hurt corporate earnings. We think this scenario is likely but will prove temporary.
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Image for The SECURE ACT and How It Could Affect Your Retirement
February 27, 2020
Wealth Management

The SECURE ACT and How It Could Affect Your Retirement

The SECURE Act—also known as "Setting Every Community Up for Retirement Enhancement" took effect on January 1st, 2020.
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Image for Introducing the One Partner Advantage
January 28, 2020
One Partner Advantage

Introducing the One Partner Advantage

When Bruce Kerr and Rod Cruickshank founded The Partners Group, they were a small consulting team focused on serving the employee benefits…
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Image for Wealth Planning Strategy: Donate RMD to Charity
December 11, 2019
Wealth Management

Wealth Planning Strategy: Donate RMD to Charity

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…
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Image for Wealth Planning Strategy: Backdoor Roth IRAs
December 11, 2019
Wealth Management

Wealth Planning Strategy: Backdoor Roth IRAs

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…
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Image for Pilgrimage to Omaha: Advice from Warren Buffet
July 26, 2019
Wealth Management

Pilgrimage to Omaha: Advice from Warren Buffet

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.
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Image for The Partners Group One of the Largest Money Management Firms in the State
July 22, 2019
Wealth Management

The Partners Group One of the Largest Money Management Firms in the State

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…
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Image for TPG Market Commentary: Trimming the Sails
April 10, 2019
Wealth Management

TPG Market Commentary: Trimming the Sails

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…
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Image for Investment Committee Fourth Quarter Update
January 14, 2019
Wealth Management

Investment Committee Fourth Quarter Update

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…
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