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

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.
May 11, 2022

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.
May 18, 2022
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See tools and service optionsCapital Markets Outlook | Q2 2022

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.
More »Equity Insights | Fixed Income Outlook
Advisor Tech Tips

For advisors, connecting with Gen Z presents a unique challenge and opportunity.
May 11, 2022
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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For Gen Z, money is digital. Here’s where many are finding financial education and making investment choices. https://t.co/iuO0KQtlQx
What will it take to rein in inflation? Read our analysis of household balance sheets and the impact of the Fed in… https://t.co/ReOPSb4ifT
Putnam Global Macro Strategist Jason Vaillancourt, CFA, talks about diverging data around wealth and spending, and… https://t.co/WBEZUJ00eP
Find out what changes are being considered for retirement savings as SECURE 2.0 advances to the Senate. https://t.co/dL0Q5JOg1o
Views from Putnam’s Capital Markets Outlook https://t.co/cSzFTw41QB https://t.co/Pe8dOQ9ccW
Putnam Global Macro Strategist Jason Vaillancourt, CFA, discusses how war and inflation have created a new market r… https://t.co/5dICUM5NtH
See why our equity managers are bullish on health care investing and what they are finding in a new age of opportun… https://t.co/Tpvl3QqYbM
While keeping an eye on the progress around student loan forgiveness, don’t overlook the power of saving. Here are… https://t.co/3c4flO4jan
Here are five things about RMDs that may not be broadly understood and could surprise some retirees. https://t.co/gVTwy5gZvy
Veteran stock-picker Jerry Sullivan talks about his active, flexible approach to this multi-cap core strategy. https://t.co/QNMOv5T7yN
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Putnam closed-end funds update: PIM, PPT, PMO, and PMM