Learn more and get 2022 tax resources, including information about capital gains for 2022, year-end tax estimates, tax rates for 2023, and more.
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.
December 1, 2022
Wealth Management Ideas
Changes to key figures for Social Security, Medicare in 2023
As retirees and workers gauge their finances for next year, here are some key changes to Social Security and Medicare to consider.
November 30, 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 | December 1, 2022
Attention shoppers! Consumer stocks and other holiday bargains
Members of Putnam's equity team offer insights and outlook on the consumer sector.
More »Capital Markets Outlook | Fixed Income Outlook
Advisor Tech Tips
Three ways to protect yourself from cybercrime
Cybercrime and identity theft are real risks everyone faces. Learn about best practices for prevention.
October 19, 2022
Webcasts you may have missed
Putnam's portfolio managers and investment professionals offer their latest insights and take your questions about the markets and Putnam funds. If you missed any of our recent webcasts, replays are available.
Post-election impact on year-end planning November 17, 2022
Breakdown of Midterm Elections November 10, 2022
Muni market with a pinch on SALT October 18, 2022
Breaking down the mortgage market: opportunities abound September 27, 2022
For more, or to see any upcoming webcasts, see our complete schedule
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What’s driving the Fed’s hawkish moves? Read our latest Fixed Income Outlook. https://t.co/R9qHDsTd3v
Six estate planning ideas to consider before year-end. https://t.co/q023o9T1Xx
On the latest podcast, hear from Putnam’s Mike Petro about the potential from investing in companies offering attra… https://t.co/AHGqqeFiMU
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