Wealth Management News

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

The Tax Man Giveth?

Since our last quarterly commentary, the stock market has continued to increase without much pause. Here’s a report card detailing the spectacular returns we saw in investment markets in the fourth quarter and the full year:

One of the items propelling U.S. equity prices higher is a major Federal tax overhaul bill that went into law, effective January 1st of this year. We have analyzed the tax changes and, while there are some adjustments at the individual income tax level, the only change we’d consider “major” is the permanent corporate tax rate cut from […]

The Partners Group Selected as One of the 100 Best Companies to Work for in Washington

The Partners Group, a leading Northwest based provider of employee benefits, insurance and financial consulting services, is excited to be named as one of Washington’s 100 Best Companies to Work For, an award based solely on employee feedback.

TPG's Employee Team Building Day

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Seattle Business Magazine salutes Washington’s award-winning companies who set the standard for leadership, benefits, work environment, training programs and more. The 100 Best Companies to Work For award is achieved by employees participating in an anonymous, extensive survey that focuses on company qualities such as: values, execution, leadership and culture.

The Effects of the Uncertain Political Environment on the Economy and Stock Market

What is it we can learn from the last market downturn and subsequent recovery?

The stock market has been doing very well lately and continues the advance that began eight years ago. On March 9th, 2009, in the depths of the great recession, the S&P 500 touched 666, representing a 58% decline from the prior peak of 1,576 in October, 2007. As of writing this, the S&P 500 sits at 2,375, an impressive 257% increase from the bottom and a 51% increase over the prior peak. These returns are even higher when adjusted for dividends.

While […]

The Partners Group Employees Help Store to Door Give Independence to Seniors and People With Disabilities

The Partners Group employees shop to help seniors and people with disabilities as part of the holiday volunteering program at The Partners Group. The employees helped 93 home-bound seniors and people with disabilities receive their food and medications for the week by shopping for their items at Fred Meyer. The organization will then deliver the items to those who requested the orders.

Store to Door is a volunteer-based shopping and delivery service which gives seniors personal, reliable access to their choice of food and household essentials, so they can continue […]

The Partners Group Employees Packaged Food for Distribution at the Oregon Food Bank

The Partners Group employees spent the day packaging oatmeal as part of the holiday volunteering program at The Partners Group. Employees helped package 8,840 meals of oatmeal, which equaled 140 meals packaged per employee.

While working to eliminate hunger in Oregon, the Oregon Food Bank addresses the root causes of hunger through public policy, nutrition and garden education, and public awareness. Today the Oregon Food Bank collects food from farmers, manufacturers, wholesalers, retailers, individuals and government sources. The Oregon Food Bank distributes food through a statewide network of 21 regional food […]

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.