Advisor-only Webcast | Demonstrating results in sustainable investing | March 18, 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

American Rescue Plan strengthens state and local finances

Putnam Perspectives

American Rescue Plan strengthens state and local finances

The American Rescue Plan Act provides billions in federal stimulus to states and local governments.

Tax season is a good reminder of 529 plan tax benefits

Wealth Management Ideas

Tax season is a good reminder of 529 plan tax benefits

Tax season can provide a good reminder that 529 plans offer significant tax benefits for families looking for fund college education.

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)

Equity Insights  |  April 1, 2021

Don’t be afraid of the inflation bogeyman

Don’t be afraid of the inflation bogeyman

We look at the impact of rising inflation on equity performance, industries that could thrive, and strategies for positioning portfolios.

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Capital Markets Outlook  |  Fixed Income Outlook

Advisor Tech Tips

Beyond the chatter about student loan forgiveness

Beyond the chatter about student loan forgiveness

Recent discussions and events have elevated the profile of student loan debt forgiveness — a development followed intently by the 45 million American borrowers who collectively owe $1.7 trillion in student loans.

Headlines you need to know this week   —   April 6, 2021

Investors may not pay back emergency withdrawals
A recent survey found that 70% of individuals who withdrew money from retirement accounts under the CARES Act do not plan, or are unable, to pay the money back. In addition, 18% of respondents said they plan to repay some of the money back to their accounts and 13% said they will pay it all back. Among those who took a loan or withdrawal, only 10% said they are now financially stable. More than half said they expect it will take two to five years to recover.
Student loan debt can be issue at any age
College debt impacts all generations, according to a recent report. Adults age 50 and older held 22% of the $1.6 trillion in student loan debt in 2020. Their debt has more than doubled from 10% in 2004. In March, the government extended a provision to suspend loan payments until September 2021. The report estimated that more than $300 million in debt is not eligible for the suspension and could exclude up to 3 million older debt holders.
Gender differences in consumer confidence
Consumer confidence is on the rise. A poll of consumer confidence last week reached its highest level since the pandemic began. During the past year, women’s confidence levels have lagged each week. In some weeks, men and women were separated by 10 percentage points, the report stated. The pandemic also had varying impacts, with 5.4 million women losing their jobs compared with 4.4 million men.

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