Learn more and get 2022 tax resources, including information about capital gains for 2022, year-end tax estimates, tax rates for 2023, and more.
Why favor higher quality as credit squeeze tightens
Prudent credit selection is paramount as the Fed juggles monetary policy and financial security. Get Putnam’s insights on the SLOOS and the tightening credit squeeze.
May 31, 2023
Wealth Management Ideas
Heirs still waiting for clarity on 10-year rule
Although the Treasury Department issued proposed regulations for the new 10-year rule in February 2022, heirs are still waiting for final clarification.
June 6, 2023
FIND AND ANALYZE FUNDS
Client portfolios can involve a wide range of investments — and decisions. Putnam is ready to help you.See tools and service options
Fixed Income Outlook | Q2 2023
Financial stability risk and recession odds rise
A final rate hike and a possible credit squeeze loom over the economy.More »
Capital Markets Outlook | Equity Insights
Advisor Tech Tips
2023 survey of advisors' use of social media
Findings from the 2023 Putnam Social Advisor Survey show that more advisors are using social media for business but fewer are seeing success.
April 4, 2023
Webinars you may have missed
Putnam's portfolio managers and investment professionals offer their latest insights and take your questions about the markets and Putnam funds. If you missed any of our recent webinars, replays are available.
Current municipal landscape and opportunities May 10, 2023
Putnam closed-end funds update: PIM, PPT, PMO, and PMM May 2, 2023
Ideas to engage clients during tax season March 15, 2023
SECURE 2.0 - Provisions and planning considerations February 7, 2023
For more, or to see any upcoming webinars, see our complete schedule
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See why team diversification among equity managers is a critical part of our active research.… https://t.co/p1KLTeW06x
Putnam partners with Everybody Water to supply us with recyclable boxed water that supports women’s education and c… https://t.co/HvxunNLedE
Chris Galipeau sits down with Vivek Gandhi of Putnam International Equity Fund to talk about how an active manageme… https://t.co/PdMiQGYRAo
Our outlook for global capital markets: Banks are tightening lending standards and consumers are beginning to lose… https://t.co/q8GttLV9NU
A new report highlights the need to fix Social Security. See what’s being talked about. https://t.co/ouGrAuiByu
Our research shows that #LinkedIn is the advisor’s social network of choice. Has your use of other networks change… https://t.co/ouJQl1Ud4i
Did you know #healthcare spending represents 18% of U.S. GDP? See what areas of this sector are showing signs of gr… https://t.co/PZSiODi3sK
Three ways to try to save on taxes before the filing deadline. https://t.co/UEdcyB7npN
The latest Putnam Social Advisor Survey shows that 94% of financial advisors are using social media for business, a… https://t.co/vKDLNHfkWN
In a divorce, couples should be mindful of financial planning. Here are key issues they should not overlook. https://t.co/HFbTfyturD
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