Learn more and get 2022 tax resources, including information about capital gains for 2022, year-end tax estimates, tax rates for 2023, and more.
Putnam Perspectives
Fed's quantitative tightening (QT) will face constraints
The Fed is pursuing QT while being careful to avoid market disruption. Compare scenarios for QT and markets in Putnam's Macro Report.
September 12, 2023
Wealth Management Ideas
Consider looking close to home when seeking a loan
An interfamily loan may be a viable alternative to a current mortgage for family members looking to buy a home.
September 19, 2023
FIND AND ANALYZE FUNDS
Analyze investments
Client portfolios can involve a wide range of investments — and decisions. Putnam is ready to help you.
See tools and service optionsFixed Income Outlook | Q3 2023
Inflation will challenge the Fed again soon
Signs of falling inflation have helped risk assets recently, but the relief is likely temporary.
More »Capital Markets Outlook | Equity Insights
Advisor Tech Tips
2023 survey of advisors' use of social media
Findings from the 2023 Putnam Social Advisor Survey show that more advisors are using social media for business but fewer are seeing success.
April 4, 2023
Webinars you may have missed
Putnam's portfolio managers and investment professionals offer their latest insights and take your questions about the markets and Putnam funds. If you missed any of our recent webinars, replays are available.
Navigating the changing terrain of Large Cap Value and Large Cap Growth July 26, 2023
Investment insights: Addressing the questions your clients are asking June 22, 2023
Current municipal landscape and opportunities May 10, 2023
Putnam closed-end funds update: PIM, PPT, PMO, and PMM May 2, 2023
For more, or to see any upcoming webinars, see our complete schedule
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Explore and compare funds, model portfolios, and discover new investment opportunities.