Learn more and get 2022 tax resources, including information about capital gains for 2022, year-end tax estimates, tax rates for 2023, and more.
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
FIND AND ANALYZE FUNDS
Client portfolios can involve a wide range of investments — and decisions. Putnam is ready to help you.See tools and service options
Capital 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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Putnam partners with Everybody Water to supply us with recyclable boxed water that supports women’s education and c… https://t.co/HvxunNLedE
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Our outlook for global capital markets: Banks are tightening lending standards and consumers are beginning to lose… https://t.co/q8GttLV9NU
A new report highlights the need to fix Social Security. See what’s being talked about. https://t.co/ouGrAuiByu
Our research shows that #LinkedIn is the advisor’s social network of choice. Has your use of other networks change… https://t.co/ouJQl1Ud4i
Did you know #healthcare spending represents 18% of U.S. GDP? See what areas of this sector are showing signs of gr… https://t.co/PZSiODi3sK
Three ways to try to save on taxes before the filing deadline. https://t.co/UEdcyB7npN
The latest Putnam Social Advisor Survey shows that 94% of financial advisors are using social media for business, a… https://t.co/vKDLNHfkWN
In a divorce, couples should be mindful of financial planning. Here are key issues they should not overlook. https://t.co/HFbTfyturD
Research funds and ETFs
Explore and compare funds, model portfolios, and discover new investment opportunities.
Mutual Fund Account Application (PDF)
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