Advisor-only Webcast | The new big idea: Active ETFs | July 21, 2021

Tax Season 2020

TAX CENTER

Learn more and get 2020 tax resources, including information about capital gains for 2020, year-end tax estimates, tax rates for 2021, and more.

Visit the tax center

How an active core strategy can benefit equity investors

Putnam Perspectives

How an active core strategy can benefit equity investors

An active core strategy backed by fundamental, sector-based research has demonstrated impressive long-term performance versus passive strategies.

A glance at the House tax proposals

Wealth Management Ideas

A glance at the House tax proposals

House Ways and Means Committee released its tax proposals totaling about $2 trillion in tax increases.

FUND AWARDS

2020 rankings in Barron's Best Fund Families
(published February 2021)

Ten years

#3 out of 44

Five years

#14 out of 50

One year

#22 out of 53

Refinitiv Lipper fund awards

Putnam International Value Fund

Best Fund in the International Large-Cap Value Fund category

(R6 shares/PIGWX among 33 funds over 5 years)

(Y shares/PNGYX among 29 funds over 10 years)

Fixed Income Outlook  |  Q3 2021

Bond markets in flux on rates and inflation outlook

Bond markets in flux on rates and inflation outlook

Global financial markets were mixed during the second quarter.

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Capital Markets Outlook  |  Equity Insights

Advisor Tech Tips

Five essential apps for financial advisors

Five essential apps for financial advisors

These five apps can add efficiency and productivity to your practice.

Headlines you need to know this week   —   September 14, 2021

Investors less bullish on stocks
A recent AAII Investor Sentiment Survey found investors less bullish on equities. Among investors surveyed in the week ended September 8, 2021, 38.9% believed stock prices would increase in the next six months. This was a decline from 43.4% in the previous week. Respondents citing a neutral sentiment increased to 33.9% from 23.2%. Investors with a bearish sentiment, expecting stock prices to fall, declined to 27.2% from 33.3% in the previous week.
Firms prepare now for fiduciary rule
A recent survey found more than 50% of advisory firms are in the process of preparing for the Department of Labor’s fiduciary rule. The DOL will begin enforcement of the rule on December 20, 2021, according to the report. The remaining half of respondents said their firms were ready. The rule sets a fiduciary standard for financial advisors making recommendations for investors about retirement plans and individual retirement accounts (IRAs). Among respondents, 75% of firms cited new technology as a priority to implement the rule and 25% cited policies.
More workers look to retire early, Fed survey
Half of workers (50.1%) polled by the New York Federal Reserve said they expect to keep working beyond age 62. The Fed noted the total is down 2% from a year ago. The number of workers expecting to work longer than age 67 also declined. Researchers noted that about 10% of workers have enough saved to retire early. In addition, many workers over age 55 experienced employment changes in 2020, either by resignation or layoff. Nearly half of those over the age of 55 seeking jobs were long-term unemployed. (AARP)

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