Advisor-only Webinar | Ideas to engage clients during tax season | March 15, 2023

Tax Season 2020

TAX CENTER

Learn more and get 2022 tax resources, including information about capital gains for 2022, year-end tax estimates, tax rates for 2023, and more.

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The Fed walks a line between inflation and financial stability

Putnam Perspectives

The Fed walks a line between inflation and financial stability

Given the fragilities in financial markets, the Fed will likely move cautiously in monetary tightening to fight inflation.

Leading tax questions on the minds of advisors from our webinar

Wealth Management Ideas

Leading tax questions on the minds of advisors from our webinar

Here are some of the top tax questions asked by advisors on our recent webinar.

FIND AND ANALYZE FUNDS

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

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Fixed Income Outlook  |  Q1 2023

Recession on the far horizon

Recession on the far horizon

The rapid interest-rate tightening in 2022 has not hit the real economy yet.

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Equity Insights  |  Capital Markets Outlook

Advisor Tech Tips

The potential for GPT in client communication

The potential for GPT in client communication

GPT could be a valuable tool for financial advisors looking to improve their client communications and efficiency.

Webinars 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 webinars, replays are available.

Ideas to engage clients during tax season March 15, 2023

SECURE 2.0 - Provisions and planning considerations February 7, 2023

2023 Market outlook and opportunities January 18, 2023

Post-election impact on year-end planning November 17, 2022

For more, or to see any upcoming webinars, see our complete schedule

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Explore and compare funds, model portfolios, and discover new investment opportunities.

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