Learn more and get 2022 tax resources, including information about capital gains for 2022, year-end tax estimates, tax rates for 2023, and more.
Active Insights
S&P 500 Index, earnings, and P/E multiple performance during U.S. recessions
Many investors believe that the U.S. is on the cusp of entering an economic recession. Our analysis looks at how the S&P 500 Index has performed during each U.S. recession since the mid-1950’s.
January 10, 2023
Wealth Management Ideas
Time to prepare for tax season
Prepare in advance for tax season to make the most of your tax filing.
February 1, 2023
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 | February 1, 2023
The year ahead: Bad news and better markets
In our view, the biggest surprise in 2023 will be that, despite bad news, the market will finish higher.
More »Capital Markets Outlook | Fixed Income Outlook
Advisor Tech Tips
The potential for GPT in client communication
GPT could be a valuable tool for financial advisors looking to improve their client communications and efficiency.
January 18, 2023
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.
2023 Market outlook and opportunities January 18, 2023
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
For more, or to see any upcoming webcasts, see our complete schedule
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The Putnam Black Professional Network is building success without boundaries. We’re proud to recognize their contri… https://t.co/DNWDWlhWFc
Our fixed income macro view on how China’s reopening and the U.S. economy are impacting inflation – and the timing… https://t.co/rd5rSz3CwI
Get in the picture at TD Garden with the Celtics Fancam. Proudly brought to you by Putnam Investments.… https://t.co/eHoGtZtPr9
With many tax changes on the way, here are 10 tax-smart planning ideas for 2023. https://t.co/xP6naXHaBp
In Q1, look for equities to remain under pressure and high-yield and other areas of corporate credit to warrant cau… https://t.co/J47zo6ttgm
See how SECURE 2.0 could impact tax and retirement planning in this advisor-only webinar on 2/7.… https://t.co/7RMeU8bmyE
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We used @OpenAI’s #ChatGPT for help writing a quarterly client portfolio update email. The results? Read for yourse… https://t.co/Hu2zgLemdz
While macro data points to approaching normalization, see what the #Fed is focused on for 2023 as it plans its poli… https://t.co/uZSWcSDm2H
Circumstances can result in leftover funds held in a #529 account. SECURE 2.0 offers new opportunities including a… https://t.co/hje2bFJC4T
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Explore and compare funds, model portfolios, and discover new investment opportunities.