Learn more and get 2022 tax resources, including information about capital gains for 2022, year-end tax estimates, tax rates for 2023, and more.
Active Insights
S&P 500 Index, earnings, and P/E multiple performance during U.S. recessions
Many investors believe that the U.S. is on the cusp of entering an economic recession. Our analysis looks at how the S&P 500 Index has performed during each U.S. recession since the mid-1950’s.
January 10, 2023
Wealth Management Ideas
Ten income and estate tax planning ideas for 2023
Looking at the year ahead, individuals may want to explore opportunities to save more, reduce taxes, or revise their tax planning strategies.
January 25, 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 optionsCapital Markets Outlook | Q1 2023
Slow your (pay)roll
We believe markets expect inflation to decline sooner than it will, and that there is limited upside for stocks.
More »Fixed Income Outlook | Equity Insights
Advisor Tech Tips
The potential for GPT in client communication
GPT could be a valuable tool for financial advisors looking to improve their client communications and efficiency.
January 18, 2023
Webcasts 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 webcasts, replays are available.
2023 Market outlook and opportunities January 18, 2023
Post-election impact on year-end planning November 17, 2022
Breakdown of Midterm Elections November 10, 2022
Muni market with a pinch on SALT October 18, 2022
For more, or to see any upcoming webcasts, see our complete schedule
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We used @OpenAI’s #ChatGPT for help writing a quarterly client portfolio update email. The results? Read for yourse… https://t.co/Hu2zgLemdz
While macro data points to approaching normalization, see what the #Fed is focused on for 2023 as it plans its poli… https://t.co/uZSWcSDm2H
Circumstances can result in leftover funds held in a #529 account. SECURE 2.0 offers new opportunities including a… https://t.co/hje2bFJC4T
Explore the crowd at TD Garden in the Celtics Fancam. Proudly brought to you by Putnam Investments. https://t.co/BrDFEI4Wnx
SECURE Act 2.0 enables incremental — but important — changes to retirement savings. Learn about the opportunities t… https://t.co/j1mBksyLXx
Today we honor Dr. King’s words and legacy by recognizing the decisive progress that has been made and the work to… https://t.co/xVhQvBdJl1
Is saving more among your financial resolutions? Certain retirement plan contribution levels and gifting limits are… https://t.co/6u6KvmTk9f
Zoom in and find yourself in the Patriots Fancam, presented by Putnam Investments! https://t.co/SJnYbRDyES
Where could we see job losses? New businesses may be the first to go. More: https://t.co/JKzcmwNvwd https://t.co/ZCSPm2wRYE
We invite you to pause for a moment of peace, tranquility, and reflection on the year that has passed and the oppor… https://t.co/rO4JpHqQeN
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