Learn more and get 2022 tax resources, including information about capital gains for 2022, year-end tax estimates, tax rates for 2023, and more.
Putnam Perspectives
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
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See tools and service optionsFixed 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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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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