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
The Fed walks a line between inflation and financial stability
Given the fragilities in financial markets, the Fed will likely move cautiously in monetary tightening to fight inflation.
March 22, 2023
Wealth Management Ideas
Planning considerations for a divorce
Divorce can be overwhelming on an emotional level as well as when dealing with planning issues such as taxes, property division, and custodial arrangements.
March 24, 2023
FIND AND ANALYZE FUNDS
Analyze investments
Client portfolios can involve a wide range of investments — and decisions. Putnam is ready to help you.
See tools and service optionsCapital Markets Outlook | Q1 2023
Slow your (pay)roll
We believe markets expect inflation to decline sooner than it will, and that there is limited upside for stocks.
More »Equity Insights | Fixed Income Outlook
Advisor Tech Tips
The potential for GPT in client communication
GPT could be a valuable tool for financial advisors looking to improve their client communications and efficiency.
January 18, 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.
Ideas to engage clients during tax season March 15, 2023
SECURE 2.0 - Provisions and planning considerations February 7, 2023
2023 Market outlook and opportunities January 18, 2023
Post-election impact on year-end planning November 17, 2022
For more, or to see any upcoming webinars, see our complete schedule
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Advisor friends: Federal budget projections signal growing need for more revenue. Here are some ideas to discuss wi… https://t.co/4KtklODO69
There’s lots to unpack in #SecureAct 2.0. These five impactful provisions of the legislation have the potential to… https://t.co/PXDEGRi5Jo
BDCs have evolved to better withstand a recession and may offer a base level of return, adding some ballast to por… https://t.co/LVtGTBHIJm
Here is one risk to monitor: If the Fed raises rates too much, the economy could slow quickly and enter a recession… https://t.co/ivnJ1z3MRw
While target-date funds are the qualified default choice for most plans, plan sponsors and savers are showing a des… https://t.co/8tixODYn8n
#SECUREAct 2.0 provides tax credits and incentives for smaller businesses to offer retirement plans. Here are the d… https://t.co/LN0uOddU66
In addition to our bullish positioning on China, we remain optimistic about #EmergingMarkets equities overall. https://t.co/Xd1IwrlCAc
Women of Putnam are making outstanding things happen, together, in our organization. We honor that mission and… https://t.co/Q4y25rsBZ9
A Roth conversion may offer a future hedge against taxes. There are also ways to try to mitigate the impact on you… https://t.co/KGcTdgRLso
Advisors: It's a great time to engage clients on ideas to help them manage their tax bill today — and in the future… https://t.co/6nrcCJIUQw
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