Advisor-only Webcast | Putnam's 2021 Investment Framework | January 13, 2021

Tax Season 2020

TAX CENTER

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

Mental health is a business issue: How companies are supporting their employees

Putnam Perspectives

Mental health is a business issue: How companies are supporting their employees

Companies are beginning to focus more on mental health at work, and some are offering a wider range of supportive and preventive care.

Top tax-planning ideas for 2021

Wealth Management Ideas

Top tax-planning ideas for 2021

The current tax environment and potential for higher tax rates in the future create an opportunity for tax planning strategies to hedge future higher taxes.

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)

Equity Outlook  |  Q1 2021

A shot in the arm: The economy and stocks get a boost from vaccines

A shot in the arm: The economy and stocks get a boost from vaccines

The potential for a post-pandemic recovery bodes well for equities.

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Fixed Income Outlook  |  Capital Markets Outlook

Advisor Tech Tips

What might lie ahead as we enter the vaccine era? FundVisualizer can help you explore risk

What might lie ahead as we enter the vaccine era? FundVisualizer can help you explore risk

With phase one of the national vaccine rollout happening more slowly than predicted and record-setting numbers of new infections being reported across the country, important questions remain about what a post-vaccine world might actually look like.

Headlines you need to know this week   —   January 19, 2021

Savers tap retirement accounts during pandemic
Savers withdrew “significant amounts” from their retirement accounts during the pandemic, a recent survey found. Of those surveyed, 60% of adults had borrowed or made withdrawals from their retirement accounts. Nearly one third who made withdrawals took out at least $75,000. The average loan amount ranged between $50,000 and $100,000. Funds were used to pay for basic living expenses, the report noted.
Small businesses seek advice in 2021
Some small businesses plan to seek advice from a financial professional in 2021, a recent survey found. In the survey of 500 small businesses, 24% of respondents said they plan to hire a financial consultant and 30% said they will hire an information technology consultant.
Retirement literacy is a challenge
Most adults have failing grades in financial literacy, the American College of Financial Services reported. In its recent study of more than 1,500 adults, 89% of women ad 72% of men failed a 38-question test on retirement literacy. Just 14% of women reported feeling knowledgeable about retirement planning. About 60% of women report they meet with a financial advisor, compared with 54% of men.

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