Putnam Investments

Advisor-only Webcast | Post-election update on markets and taxes | November 5, 2020 | 4:15pm ET

MOST VIEWED FUNDS FROM LAST WEEK

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Putnam Perspectives

U.S. economy remains a centerpiece in 2020 vote

Fiscal policy will be a key focus for investors after the November election.

October 14, 2020

Wealth Management Ideas

Change in administration may mean tax changes

With uncertainty around the upcoming elections, it is not clear what types of tax changes may be implemented under a new administration.

October 21, 2020

FUND AWARDS

2019 rankings in Barron's Top Fund Families
(published February 2020)

One year

#8 out of 55

Five years

#26 out of 52

Ten years

#8 out of 45

Refinitiv Lipper fund awards

George Putnam Balanced Fund (PGEJX) R6 shares

Best Fund over 3 years and 5 years (Mixed-Asset Target Allocation Moderate Funds category)

Putnam Income Fund (PINHX) R6 shares

Best Fund over 3 years (Core Bonds Funds category)

Capital Markets Outlook | Q4 2020

Recovery math: Square root of K = 0

The recovery has continued, but it could flatten out in the absence of more policy support.

Fixed Income Outlook | Equity Outlook

Advisor Tech Tips

Addressing client uncertainties in a most unusual election year

This most unusual of elections is taking place amid a backdrop of unprecedented uncertainty: an ongoing global pandemic and recession at home, an electorate more polarized and energized than ever, and an election outcome that may not be immediately clear.

October 19, 2020

Headlines you need to know this week — October 20, 2020

Many advisors added clients during pandemic

Nearly three quarters (71%) of advisors grew their client base during the pandemic, a recent survey by the College for Financial Planning reported. In addition, most advisors (70%) reported that their clients are not postponing retirement due to the pandemic.

Retirement savings increase but more is needed: Study

Individuals nearing retirement (ages 55 to 64) had an average savings of $144,000 in 401(k) and individual retirement accounts (IRAs) in 2019, according to recent research. These savings would likely translate into about $570 per month in retirement income, the report found. The average was much less among lower-income households. Only the top 40% of pre-retirees had enough saved for retirement, the research noted.

Personal savings rates rise during pandemic

Adults have shored up their personal savings during the pandemic, according to a study. On average, adults have nearly $66,000 in personal savings. This excludes money for retirement. The total is a 10% increase from the average reported in 2019. In addition, people are feeling more secure about their finances (37%), than insecure (16%). Although the percentage of respondents noting they feel secure has dropped from pre-pandemic levels.