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

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.
More »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
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.
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Please join me for the inaugural Red Cross of Massachusetts Heroes Breakfast, recognizing heroes among us, unique i… https://t.co/NT1CNYUjhZ
After a decade of relative weakness compared with developed markets, emerging markets offer exciting investment pot… https://t.co/lojyludTif
Our municipal bond team continues to view the State of New York as well positioned from a financial and governance… https://t.co/dVc55QF2XF
Putnam ranked in Barron's Best Fund Families of 2020. Our team is always active in pursuing the best performance fo… https://t.co/urnF8qSsD1
How corporations deal with the issue of mental health is a sustainability issue. See what growing trends our Sustai… https://t.co/6WJDIzlyBZ
As a long-time active manager, Putnam is enthused to enter the active ETF marketplace, which we expect will gain me… https://t.co/SIeQKWvPtC
Under the CARES Act, certain investors impacted by Covid-19 could withdraw funds from retirement accounts without p… https://t.co/3j8npdm4Ac
The forefront of mental health includes new drugs and digital offerings. Our #sustainable investing team believes t… https://t.co/jenYEV28Rr
Congratulations to our partner and friend @tedligety on his retirement from ski racing. Beyond his many achievement… https://t.co/ijz1s5zI35
Higher-tax states have been calling for a repeal of the cap on the SALT deduction. Here's the latest on efforts to… https://t.co/dLL8VwAYX7
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