Wealth Management Q4 Video Commentary

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

If you have any questions or would like to speak with a TPG consultant, contact us online or at (800) 722-6339.

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April 23, 2024

Wealth Management

TPG Commentary: What to Know About Senior Care

For this quarter’s commentary, we enlisted the help of Ashley Krause, a senior care advisor with Senior One Source. Ashley was the main presenter at our senior care gathering for clients in March, and we found her material so important that we chose to share it with all of our clients.

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January 16, 2024

Wealth Management

TPG Commentary: Sunsetting in 2026: Tax Cuts & Jobs Act

If current tax law does not change, the TCJA will expire in 2026, reverting to the lower thresholds in place in 2016 of $6.46 million (single) and $12.92 million (married). As you can see, this would have a significant impact on individuals and families who experienced growth in their personal net worth over the last 10 years.

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Wealth Management Q4 Video Commentary

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TPG Commentary: What to Know About Senior Care

TPG Commentary: Sunsetting in 2026: Tax Cuts & Jobs Act