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Webinars & Videos

Image for TPG Commentary: Revisiting Inflation, Interest Rates, & Recession Odds
October 18, 2022
Wealth Management

TPG Commentary: Revisiting Inflation, Interest Rates, & Recession Odds

Hear John Woolley, Managing Director of Wealth Management, and Stuart Robertson, Portfolio Manager, discuss the Q3 economy and then read their accompanying commentary below.
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Image for What’s a Roth 401(k)?: An Introduction
October 6, 2022
Retirement

What’s a Roth 401(k)?: An Introduction

Take a minute to learn the differences between a traditional 401(k) and a Roth 401(k).
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Image for 2022 Q2 CIAB P/C Market Survey
August 25, 2022
Commercial

2022 Q2 CIAB P/C Market Survey

Review the 2022 Q2 stats from the Council of Insurance Agents & Brokers Property/Casualty Report.
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Image for ADDRESSING FINANCIAL WELLBEING ACROSS THE INTERGENERATIONAL WORKFORCE
August 1, 2022
Wellbeing Consulting

ADDRESSING FINANCIAL WELLBEING ACROSS THE INTERGENERATIONAL WORKFORCE

This panel features experts in financial wellness in conversation with workplace wellbeing leaders, exploring barriers and fresh ideas for redefining financial wellness in our current…
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Image for TPG Commentary: Investment Goals vs. Financial Goals
July 14, 2022
Wealth Management

TPG Commentary: Investment Goals vs. Financial Goals

Concerned about the recent market volatility? Listen to John Woolley, Managing Director of Wealth Management, and Wealth Planning Manager Lauren Reed talk it through.
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Image for 2022 Q1 CIAB P/C Market Survey
June 10, 2022
Commercial

2022 Q1 CIAB P/C Market Survey

Review the 2022 Q1 stats from the Council of Insurance Agents & Brokers Property/Casualty Report.
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Image for REFERENCE-BASED PRICING
June 2, 2022
Employee Benefits

REFERENCE-BASED PRICING

You may have been hearing a lot about reference-based pricing (RBP) these days. So, what is it, exactly? RBP is a method of determining an…
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Image for TPG COMMENTARY: INTEREST RATES AND THEIR EFFECT ON THE ECONOMY
April 6, 2022
Wealth Management

TPG COMMENTARY: INTEREST RATES AND THEIR EFFECT ON THE ECONOMY

Concerned about the Fed raising interest rates? Listen to John Woolley, Managing Director of Wealth Management, and Portfolio Manager Stuart Robertson talk it through.
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Image for WEBINAR & Q&A: 2022 GEOPOLITICAL TENSIONS
March 15, 2022
Wealth Management

WEBINAR & Q&A: 2022 GEOPOLITICAL TENSIONS

Members of our Wealth Management team discuss how the Russian invasion of Ukraine could affect global wealth management.
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Image for TPG COMMENTARY: TIME IN THE MARKET, NOT TIMING THE MARKET
January 27, 2022
Wealth Management

TPG COMMENTARY: TIME IN THE MARKET, NOT TIMING THE MARKET

Portfolio manager Stuart Robertson shares the team’s thoughts in light of Q1 market activity.
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