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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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U.S. households and asset prices are at tipping point as Fed lifts rates

Putnam Perspectives

U.S. households and asset prices are at tipping point as Fed lifts rates

In a supply-constrained world, reducing asset prices may be the only way for central banks to bring demand and inflation lower.

Facing rising costs, college students seek varied pathways to meet goals

Wealth Management Ideas

Facing rising costs, college students seek varied pathways to meet goals

A number of trends are emerging as college students seek a variety of ways to earn their degrees amid rising costs.

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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Capital Markets Outlook  |  Q2 2022

The end of the Great Moderation

The end of the Great Moderation

Russia's invasion of Ukraine may stop the string of more moderate business cycles since 1982 and raise the risk of recession.

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Equity Insights  |  Fixed Income Outlook

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   —   May 17, 2022

Survey finds many investors plan to add to stocks
More than one quarter (26%) of millionaire investors in a recent survey said they would add to their stock investments, rather than sell, if markets continue to decline. Only 19% said they would decrease their investments, and 25% said they would make no changes. Nearly one third said they would shift sectors. Among respondents, 37% said they would be more likely to invest in stocks. They also plan to invest more in commodities including gold (32%) and oil (31%). The survey included 900 investors and 500 business owners with at least $1 million in investable assets.
Social Security COLA estimates rise with inflation
The latest CPI data showed prices have risen 8.3% over the past 12 months through April. Based on this report, the Senior Citizens League estimated that the Social Security cost-of-living adjustment (COLA) could be 8.6% for 2023, representing the largest COLA since 1981. The calculation is an early estimate. The Social Security Administration uses average inflation in the third quarter to calculate the COLA for the following year. The COLA was 5.9% in 2022.
Millennials more confident about finances, study finds
Millennials cited the 2008 Financial Crisis and 2020 Covid-19 pandemic as key events that influenced their financial behavior in recent years, according to a new study. Millennials (aged 26–41) with more than $100,000 of investable assets, said these events made them more cautious, proactive, and ultimately, more confident about finances. More than half (56%) of Millennials feel confident they can protect their investments in case of another crisis, compared with 43% of Gen X and 33% of baby boomers. Most Millennials (79%) said they were concerned about a possible recession.

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