Advisor-only Webcast | Questions your clients are asking now | June 16, 2022

Tax Season 2020

TAX CENTER

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

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How an active target-date strategy can navigate interest-rate risk

Putnam Perspectives

How an active target-date strategy can navigate interest-rate risk

Active managers are in a unique position to manage risks in target-date strategies.

Packing for college should include legal documents

Wealth Management Ideas

Packing for college should include legal documents

Families of college-bound students may want to prepare certain legal documents before their children go away to school.

FIND AND ANALYZE FUNDS

Analyze investments

Client portfolios can involve a wide range of investments — and decisions. Putnam is ready to help you.

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Fixed Income Outlook  |  Q3 2022

Cautious stance as slowing growth may help yields stabilize

Cautious stance as slowing growth may help yields stabilize

Although central bank efforts to fight inflation could end in recession, we are constructive on some areas of fixed income.

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Capital Markets Outlook  |  Equity Insights

Advisor Tech Tips

For Gen Z, tech is money

For Gen Z, tech is money

For advisors, connecting with Gen Z presents a unique challenge and opportunity.

Headlines you need to know this week   —   August 16, 2022

What is driving the trend in millennial millionaires
Millennials are facing many financial challenges, but a growing number have become millionaires, according to a new study. In the United States, there are more than 600,000 millennial millionaires. Recent research found millennials are focused on improving their saving and spending. Many are working side jobs and investing. The study also noted some drivers of this trend including increased access to information, technology, and capital.
Inflation is top concern among women
Inflation is the top financial concern cited by women in a recent study. The survey found 73% of women were worried about inflation, compared with other concerns including (71%) citing illness or disability, (70%) market volatility, (58%) longevity, and (43%) unemployment. Still, among high earners, only 44% said they knew how to manage inflation risk in their portfolios.
Many cite need for financial advice
A recent survey found a growing need for financial advice across all generations. According to the poll of more than 2,000 adults, 69% are concerned about their current financial situation, and less than half (48%) said they are comfortable with their financial plan. Respondents cited areas where they need the most professional help: Paying down debt (28%), retirement planning (26%), and investing and portfolio management (24%). Among generations, 80% of Gen Z and 84% of millennials said there are areas where they need help from a financial professional, compared to 70% of Gen X and 63% of boomers.

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