Learn more and get 2022 tax resources, including information about capital gains for 2022, year-end tax estimates, tax rates for 2023, and more.
Putnam Perspectives
Economic imbalances could mean deep recession or sticky inflation
A deep recession could have a significant impact on financial markets.
May 19, 2023
Wealth Management Ideas
Keys to saving taxes with a domicile change
Considerations when relocating and establishing a new domicile to try to save on taxes.
May 24, 2023
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See tools and service optionsCapital Markets Outlook | Q2 2023
Be careful what you wish for
Fears of a U.S. recession are growing as credit delinquency begins to rise toward pre-pandemic levels. Explore the risk and realities of how a credit crunch could unfold.
More »Fixed Income Outlook | Equity Insights
Advisor Tech Tips
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.
April 4, 2023
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.
Current municipal landscape and opportunities May 10, 2023
Putnam closed-end funds update: PIM, PPT, PMO, and PMM May 2, 2023
Ideas to engage clients during tax season March 15, 2023
SECURE 2.0 - Provisions and planning considerations February 7, 2023
For more, or to see any upcoming webinars, see our complete schedule
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