Advisor-only Webinar | Questions your clients are asking | June 22, 2023 | 1pm ET

Tax Season 2020

TAX CENTER

Learn more and get 2022 tax resources, including information about capital gains for 2022, year-end tax estimates, tax rates for 2023, and more.

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Why favor higher quality as credit squeeze tightens

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.

Heirs still waiting for clarity on 10-year rule

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.

FIND AND ANALYZE FUNDS

Analyze investments

Client portfolios can involve a wide range of investments — and decisions. Putnam is ready to help you.

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Fixed Income Outlook  |  Q2 2023

Financial stability risk and recession odds rise

Financial stability risk and recession odds rise

A final rate hike and a possible credit squeeze loom over the economy.

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Capital Markets Outlook  |  Equity Insights

Advisor Tech Tips

2023 survey of advisors' use of social media

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.

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

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

2 months ago Putnam Investments

2 months ago Putnam Investments

Fundvisualizer®

Research funds and ETFs

Explore and compare funds, model portfolios, and discover new investment opportunities.

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Forms

Mutual Fund Account Application (PDF)

Designation of Beneficiary (PDF)

IRA forms and applications

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Key contacts

Financial advisors support services:
1-800-354-2228

Literature hotline:
1-800-354-5487

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