Wealth Management News

Wealth Management News2019-02-21T17:19:40-08:00

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 negative at the time), the trade war with China and the Fed tightening monetary policy were top of mind. Here we are three months later and the negative trajectory of each item has reversed course sending stocks 13% higher. This increase basically recoups most of the previous quarter’s decline. If we were on a boat experiencing these ups and downs, we’d all be seasick!

Last month we passed the 10 year anniversary of the Financial Crisis […]

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 by the S&P 500) have declined around 15% from the high in October. As unsettling as that may sound, the magnitude of this selloff isn’t out of the ordinary for typical intra-year declines:

The chart above shows how the size of any given drop in a year (red dot) doesn’t often predict how the full year will turn out (gray bar). While a drop near the end of the year […]

TPG Market Commentary: Stocks, The Only Game in Town?

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 stock returns and fears of the last recession a distant memory, it’s hard not to wonder if we should invest in anything other than stocks. After all, as you can see below, they’ve done phenomenally well over the last 10 years, especially compared to Cash and U.S. Bonds:

To put this into perspective, $1,000,000 in stocks would have grown to $3,096,220 while bonds […]

Putting Recessions into Perspective

As the U.S. economy enters its 10th year of expansion, many pundits are starting to ask when the party will be over. Some even believe the next downturn in the economy is imminent. While none of us have that crystal ball, it’s worth recalling what a recession actually looks like.

According to Ronald Reagan during the 1980 presidential campaign, “Recession is when your neighbor loses his job. Depression is when you lose yours. And recovery is when Jimmy Carter loses his”. Less politically, a common definition for a recession is two consecutive quarters of declining […]

How Bitcoin Measures Up as a Currency

The excitement over Bitcoin is hard to miss. Countless articles in the popular press have brought the new investment device to the forefront, and the stories of astronomical returns over the past year (week!?!) have enticed untold thousands to spend their hard-earned money on the mysterious electronic “coin.” As exciting as that is, we wonder how closely Bitcoin matches the expectations of an actual currency.

For those of you who ever had to take an Econ 101 class, you may recall that true money serves three functions: 1) it is a store of value […]

Employee Benefits

The Employee Benefits Division of The Partners Group serves the employee benefit needs of over 500 West Coast employers, with offices in Portland, Lake Oswego, and Bend, OR; Bellevue, WA; and Bozeman MT. Our benefits consulting team specializes in providing a highly-consultative approach coupled with problem-solving wellness analytics, to help employers reduce healthcare costs, improve employee health, and create long-term health plan stability.

Business Consulting

The Business Consulting Division of The Partners Group is dedicated to consulting with healthcare systems and jumbo employers to manage the health and well being of their employees, families, and communities. Our focus is to provide an innovative, solution-oriented service that capitalizes on data to pinpoint potential problems. Whether it be uncovering potential sources of escalating healthcare costs, or other anomalies in data, this service provides endless, problem-solving advantages to a variety of industries.

Commercial Insurance

The Partners Group Commercial Insurance Division manages the business risks for hundreds of employers. We provide an unmatched depth and breadth in commercial insurance and risk management services combined with extraordinary people who possess an unusual ability to connect on a personal level. We work hard to understand the unique risks and exposures of your business, and identify the solutions to provide the right coverage for the right price. As an independent company The Partners Group can tailor solutions to work specifically for you, even creating new policies and programs, if that’s what you need.

Private Client Services

The Partners Group Private Client Services Division advises business owners and high income shareholder groups comprising just over 3,200 successful individuals, families and medical professionals on investment services, retirement planning, and personal insurance. We’ve been in business for over 30 years as a privately held company based in the Northwest, and we’re here to stay. Additionally, we are not tied to products and plans. We provide various platforms and a multitude of options to fit your needs, which can change over time as your life changes. When you work with TPG Private Client Services, you’re dealing with the shareholders of this firm, and we are honored to play a role your life, your family’s lives, and your next generation’s lives.