Investor education

Designed to support your discussions with clients on a wide range of general investing and financial planning topics.

Additional Putnam literature, including brochures and fact sheets, helpful sales and investment ideas, and more are available in our literature catalog.

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  • General concepts
  • Managing volatility
  • Navigating Rates
  • Retirement/Income
  • Tax/Financial
  • Putnam funds
  • Financial literacy
What is sustainable investing?
PDF only
Alternating bond market leadership
PDF only
Beat inflation
PDF only
Don't miss the market's best days
PDF only
Invest early - cost of waiting
PDF only
Market rebounds outlasted declines
PDF only
Real returns of CDs vs. stocks
PDF only
Stay invested
PDF only
Strategies to make the most of college savings
PDF only