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July 26, 2023
Navigating the changing terrain of Large Cap Value and Large Cap Growth
Chris Galipeau, Senior Market Strategist Caroline Edwards, CFA, Senior Investment Director Jyotsana Wadera, Senior Investment Director
June 22, 2023
Investment insights: Addressing the questions your clients are asking
Chris Galipeau, Senior Market Strategist Jason Vaillancourt, CFA, Global Macro Strategist
March 15, 2023
Ideas to engage clients during tax season
Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group
February 7, 2023
SECURE 2.0 - Provisions and planning considerations
Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group
January 18, 2023
2023 Market outlook and opportunities
Chris Galipeau, Senior Market Strategist Rick Polsinello, CIMA®, Senior Market Strategist Jason Vaillancourt, CFA, Global Macro Strategist
November 10, 2022
Breakdown of Midterm Elections
Cathy Saunders, Head of Corporate Sustainability and Public Policy, Putnam Investments Ozzie Palomo, Managing Director, Chartwell Strategy Group James Pindell, Political Reporter, The Boston Globe Brian Schwartz, Political Financial Reporter, CNBC