Advisor-only Webcast | Washington to Wall Street pre-election update | September 24, 2020

Keeping Japan's economy afloat after Abe

Putnam Perspectives

Keeping Japan's economy afloat after Abe

Prime Minister Shinzo Abe's resignation raises questions about the future of Abenomics and reform in Japan.

Key changes for charitable giving in 2020

Wealth Management Ideas

Key changes for charitable giving in 2020

In 2020, more taxpayers may be able to take tax deductions on their charitable giving as a result of provisions in the CARES Act.

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)

Capital Markets Outlook  |  Q3 2020

Stocks are on their feet again, but not ready to run

Stocks are on their feet again, but not ready to run

Despite progress on the virus, we think the markets may stay unsettled and we favor reducing overall risk.

More »

Fixed Income Outlook  |  Equity Outlook

Advisor Tech Tips

Educating clients about ETFs: Let FundVisualizer highlight the advantages

Educating clients about ETFs: Let FundVisualizer highlight the advantages

Even clients who have a good grasp of investing basics may not yet be aware of exchange-traded funds — although ETFs may already be part of their portfolios.

Headlines you need to know this week   —   September 21, 2020

Engage investors with personal posts
Financial professionals seeking to engage more with clients are increasing their use of social media. Automating content delivery can help. But a recent article noted that the majority of content shared in the wealth management industry focuses on corporate marketing or products. Several studies indicate that personal interest posts are the most popular and shared more often. Topics that include philanthropy and culture tend to be shared more, the article stated.
Investors more optimistic about the market
In a recent survey, more investors reported an optimistic view of the stock market. The AAII Investor Sentiment Survey found that bullish sentiment — that stock prices would likely rise in the next six months — increased by 8.3 percentage points. The survey also found that bearish sentiment, reflecting a view that stock prices will likely fall, declined by 8.1 percentage points.
Senior League anticipates Social Security COLA for 2021
The Senior Citizens League is projecting a 1.3% cost-of-living increase for Social Security benefits in 2021. The Social Security Administration is expected to make an official announcement in a few weeks. The League made its calculation based on consumer price data through August 2020. The organization noted that a 1.3% increase would be the second lowest in the program’s history and would raise the average benefit ($1,517) by $19.70.

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