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
Time to prepare for tax season
Prepare in advance for tax season to make the most of your tax filing.
February 1, 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 optionsFixed Income Outlook | Q4 2022
As inflation takes root, fixed income opportunities change
Fixed income markets experienced widespread declines in the U.S. and globally in the third quarter of 2022, as inflation remained high and became more broad-based.
More »Capital Markets 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.
SECURE 2.0 - Provisions and planning considerations February 7, 2023
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
For more, or to see any upcoming webcasts, see our complete schedule
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