Portfolio manager Darren A. Jaroch, CFA
"I've always been patient and disciplined. And I think those traits have served me well as an investor."
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Headlines you need to know this week — April 24, 2018
Women lack financial confidence about the future A new study found that women tend to lag men in wealth accumulation and could fall short as much as $1 million in savings compared with men. Women may have less money to invest due to a wage gap and breaks from the workforce to take on caregiving responsibilities. Women may also be hesitant about investing, with only 52% reporting they are confident about managing investments, compared with 68% of men.
SEC releases “Best Interest” proposal The Securities and Exchange Commission released its “Regulation Best Interest” proposal, which outlines a set of rules for the delivery of investment advice to retail investors. The proposal includes standards of conduct for broker-dealers and requirements for increased transparency with clients. A 90-day period has been launched for public comment.
Millennials more inclined to save their tax refund A recent Bank of America Merrill Lynch survey found that more Millennials may be planning to save their tax refund than older generations, including Generation X. They also may be planning to invest the funds. The poll found that 20% of Millennials plan to save compared with 18% of Generation X. Approximately 8% of millennials said they plan to invest their refund, compared to 7% of Generation X.
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If you're not playing to win every day, you have no place in the game. How our sports marketing partnerships reflec… https://t.co/YKyjLAKDFX
The average tax refund is about $3K. Spend it or save it? Here are some ideas from Putnam's wealth management pros:… https://t.co/dtyRHSb8It
I commend the SEC for offering strong, #bestinterest protection for ALL investors. A comprehensive solution, much s… https://t.co/1joMqiAvKi
@RobertLReynolds on sports marketing: "We partner with organizations, teams, and athletes who share our core values… https://t.co/i838Lv5AVJ
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[ADVISORS] New 20% tax deduction may be limited for service businesses. Consider these strategies to help maximize… https://t.co/aOCB3vFWcH
"We recognize that we have made strides and there is further to go." – Aaron Cooper, Putnam's CIO, Equities, in Ign… https://t.co/YBLnhBPYcY
In basketball and investing, a winning mindset is key. Congratulations to the @celtics on a strong regular season a… https://t.co/PWsufA7P5T
The @bostonmarathon is a symbol of resilience, strength, and courage. Thousands of stories behind each runner. Spec… https://t.co/MY7rHkUxJh
Putnam's Capital Markets Outlook: We are downplaying any inflation scare at this point. Read about the multiple mov… https://t.co/yqY12qScAJ
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