Advisor-only Webcast | Year-end planning strategies | November 18, 2020

Tax Season 2020

TAX CENTER

Learn more and get 2020 tax resources, including information about capital gains for 2020, year-end tax estimates, tax rates for 2021, and more.

Visit the tax center

Oil markets pin hope on vaccine and OPEC+

Putnam Perspectives

Oil markets pin hope on vaccine and OPEC+

Oil prices are likely to trend slightly higher as OPEC+ mulls maintaining lower output in 2021 and demand recovers in key markets such as China.

Four tax planning considerations for year-end

Wealth Management Ideas

Four tax planning considerations for year-end

While tax rates are historically low, investors may want to review several tax planning considerations before year end.

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

Recovery math: Square root of K = 0

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

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Fixed Income Outlook  |  Equity Outlook

Advisor Tech Tips

6 things to keep in mind as you follow COVID vaccine news

6 things to keep in mind as you follow COVID vaccine news

Headlines about progress on COVID-19 vaccines come as welcome news as we approach the end of a year defined by the global pandemic. But what is likely to lie beyond the headlines? Your clients are probably wondering the same about their investments as they follow the latest coronavirus news.

Headlines you need to know this week   —   November 24, 2020

CFP study highlights the importance of diversity
The Certified Financial Planner Board released a study highlighting the efforts of many firms working to increase diversity in the industry. The study also offers advice on how to expand the ideas throughout the industry. The CFP Board reviewed the study at its recent virtual diversity summit.
Retirement balances move higher
A recent study found that 401(k) balances increased in the third quarter and contributions remained steady. The average 401(k) balance ($109,600), increased 5% from the second quarter and rose 7% from a year earlier. A small percentage of savers made withdrawals from their 401(k)s under provisions of the CARES Act.
DOL issues rules for pooled retirement plans
The Department of Labor (DOL) issued new rules for the creation of PEPs — pooled employer plans. The SECURE Act, passed in December 2019, made it easier for multiple employers (pooled plan providers) to join together and offer a workplace retirement savings plan. The provision allows for the creation of PEPs as of January 2021. The DOL announced that pooled plan providers could begin registering on November 25 to launch plans on January 1, 2021.

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