Advisor-only Webinar | Pursuing value in today's market | October 3, 2023 – 1pm ET

Tax Season 2020

TAX CENTER

Learn more and get 2022 tax resources, including information about capital gains for 2022, year-end tax estimates, tax rates for 2023, and more.

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Fed's quantitative tightening (QT) will face constraints

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.

Consider looking close to home when seeking a loan

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.

FIND AND ANALYZE FUNDS

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Client portfolios can involve a wide range of investments — and decisions. Putnam is ready to help you.

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Fixed Income Outlook  |  Q3 2023

Inflation will challenge the Fed again soon

Inflation will challenge the Fed again soon

Signs of falling inflation have helped risk assets recently, but the relief is likely temporary.

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Capital Markets Outlook  |  Equity Insights

Advisor Tech Tips

2023 survey of advisors' use of social media

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.

A plan for college saving is a back-to-school essential. Now is the perfect time to remind families to save for college with Putnam 529 for America. A plan for college saving is a back-to-school essential. Now is the perfect time to remind families to save for college with Putnam 529 for America. A plan for college saving is a back-to-school essential. Now is the perfect time to remind families to save for college with Putnam 529 for America.

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

Fundvisualizer®

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Designation of Beneficiary (PDF)

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Financial advisors support services:
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Literature hotline:
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