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

Putnam Perspectives
Look beyond dividends for income from value investing
To build a value investment strategy, consider dividends in the context of overall income.
May 19, 2022

Wealth Management Ideas
Evaluating choices for funding college
Parents looking at future college expenses are assessing choices for funding college to reduce the debt burden for their children and themselves.
May 25, 2022
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 optionsEquity Insights | May 2, 2022

A new age of opportunity in health care
As Covid concerns ease and investors focus elsewhere, we remain bullish on health care investing.
More »Capital Markets Outlook | Fixed Income Outlook
Advisor Tech Tips

For advisors, connecting with Gen Z presents a unique challenge and opportunity.
May 11, 2022
Headlines you need to know this week — May 24, 2022
Gen Z more likely to increase investments Facing increasing market volatility, more than half (56%) of investors in a recent survey said they have not taken any action with their investments this year. In addition, 62% of respondents said they have not made any moves because of high inflation. Just 18% said they plan to invest more in 2022 than they did in 2021. More than 43% of Gen Zers said they plan to add “much more” or “somewhat more” to their investments this year, compared with 8% of baby boomers.
Many small businesses need a succession plan While many small businesses continue to recover from the shutdowns of 2020, business owners may not be focused on long-term planning. A recent study found that about 46% of small-business owners plan to retire within the next 10 years, but only 35% have started to craft a succession plan. Among owners stating they want to keep the business in the family, only 33% have identified the successor. The study also found that less than half (46%) are saving for retirement in a qualified savings plan, and 54% said they feel they should be saving more.
More women invest to affect change Since 2020, the pandemic and social activism have inspired more women to use their financial power to drive change, according to a recent survey. Among respondents, 72% said they want to make a bigger difference in the world and 68% are more committed to using their financial resources to affect change. In the last two years, 70% of women increased their philanthropic support. Although 79% of women consider investments based on environmental, social and governance factors “highly appealing,” only 47% of women hold ESG investments in their portfolios.
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Students are finding ways to achieve their college goals and save on costs. Here are some emerging trends in colleg… https://t.co/bRvgnPIE4t
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What will it take to rein in inflation? Read our analysis of household balance sheets and the impact of the Fed in… https://t.co/ReOPSb4ifT
Putnam Global Macro Strategist Jason Vaillancourt, CFA, talks about diverging data around wealth and spending, and… https://t.co/WBEZUJ00eP
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Putnam Global Macro Strategist Jason Vaillancourt, CFA, discusses how war and inflation have created a new market r… https://t.co/5dICUM5NtH
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