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Wealth Management

Image for TPG Commentary: Bonds – Investment Cornerstones
October 16, 2024
Wealth Management

TPG Commentary: Bonds – Investment Cornerstones

Including bonds in your portfolio can help diversify your investments.
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Image for TPG Commentary: Travel Advice
July 9, 2024
Wealth Management

TPG Commentary: Travel Advice

For this quarter’s commentary, we thought we’d go in a different direction. Brian Kelly is an insurance specialist in our Wealth Management team here at The Partners Group. Brian recently completed extensive travel with his family, including home schooling children along the way! With the summer travel season here, we asked Brian to share a few tips and tricks to help us as we get ready to explore our world.
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Image for TPG Commentary: What to Know About Senior Care
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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Image for TPG Commentary: Sunsetting in 2026: Tax Cuts & Jobs Act
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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Image for Lauren Reed, CFP®, Earns CEPA Credentials
October 24, 2023
Wealth Management

Lauren Reed, CFP®, Earns CEPA Credentials

We are pleased to announce that TPG’s Director of Wealth Planning Lauren Reed has become a Certified Exit Planning Advisor (CEPA). As one of just 15 women in Oregon’s total of 66 CEPAs, this is a significant benchmark for Reed as well as for The Partners Group.
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Image for TPG Commentary: Business Succession Planning
October 17, 2023
Wealth Management

TPG Commentary: Business Succession Planning

This quarter, TPG Wealth Management Consultant Bob Noack interviews co-workers John Woolley, CEPA, managing director of wealth management and chief investment officer, and Geneva Stegemoller, wealth management consultant.
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Image for TPG Commentary: Our Brains and Markets: How Confirmation Bias Can Hurt Investment Results
July 12, 2023
Wealth Management

TPG Commentary: Our Brains and Markets: How Confirmation Bias Can Hurt Investment Results

Behavioral finance is one of the fast-growing fields in our industry. TPG's John Woolley and Stuart Robertson examine one of the more important topics as it relates to people’s finances: confirmation bias.
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Image for TPG Commentary: All Things Roth
April 18, 2023
Wealth Management

TPG Commentary: All Things Roth

Listen to John Woolley, CEPA , Managing Director of Wealth Management and Chief Investment Officer, and Lauren Reed, CFP®, Director of Wealth Planning, discuss the…
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Image for The SECURE 2.0 Act: How Will It Impact You?
February 3, 2023
Wealth Management

The SECURE 2.0 Act: How Will It Impact You?

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was passed in December 2019. The act included many provisions aimed to increase access…
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Image for TPG Commentary: What Happened to Bonds in 2022?
January 25, 2023
Wealth Management

TPG Commentary: What Happened to Bonds in 2022?

Listen to John Woolley, Managing Director of Wealth Management and Chief Investment Officer, and Stuart Robertson, Portfolio Manager, discuss what happened with bonds in 2022…
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