Putnam Investments

Advisor-only Webcast | The new case for emerging markets | March 10, 2021 | 4:15pm ET

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

Putnam Perspectives

New York confident about recovery

New York leaders are confident about the state's economic recovery.

February 24, 2021

Wealth Management Ideas

Top questions from advisors about taxes

Advisors are fielding many questions about taxes and the outlook for tax increases under the new administration.

March 3, 2021

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 | Q1 2021

The market’s potential sugar high

Amid a likely tug-of-war between positive and negative economic news, we favor investing with a flexible approach.

Fixed Income Outlook | Equity Outlook

Advisor Tech Tips

FundVisualizer’s Fund Explorer helps you discover new investment opportunities

Pick a fund you’re familiar with and use the Fund Explorer to find similar funds, ETFs, and indexes based on the same share class and Morningstar category.

March 1, 2021

New education realities. New ways to use 529 plans. Remind clients of expanding options for using 529 plans to pay for the cost of education.

Headlines you need to know this week — March 2, 2021

Women report impact of pandemic on savings

In a survey of women with $100,000 or more in investible assets, 72% said the pandemic has had a negative impact on their retirement savings. In addition, losses from the pandemic were their top financial concern. Additional concerns included asset protection, health-care costs, and longevity risk. A separate study found that women are more likely to have been furloughed or laid off during the crisis.

DOL nominee said to focus on ESG rules

Secretary of Labor nominee Marty Walsh said that, if confirmed, he will ask for a review of rules passed in the last administration that impact environmental, social, and governance (ESG) investing in retirement accounts. According to the report, Walsh said he would direct the Employee Benefits Security Administration to review rules involving ESG investing. The rules were passed late in 2020.

Many workers optimistic about their finances

Most workers are optimistic that their financial situations will improve in the future, according to a recent survey. Among more than 1,500 respondents, 58% said they were confident. Responses varied with age. Less than half (44%) of Baby Boomers think their finances will improve, while 69% of younger workers were the most optimistic.