Learn more and get 2023 tax resources, including information about capital gains for 2023, year-end tax estimates, tax rates for 2024, and more.
Putnam Perspectives
Why Gaza war has not yet caused an oil price spike
The calamity of war in Gaza since early October has so far had a more muted impact on oil prices than might have been expected. We analyze the market and share our outlook.
November 22, 2023
Wealth Management Ideas
Seven year-end planning ideas for retirement savings
There are several planning ideas for retirement savings at year end that may help taxpayers avoid costly mistakes and improve tax efficiency.
November 15, 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 | November 1, 2023
Balance and ballast: A strategy for uncertain markets
With heightened uncertainty in the financial markets, we believe it is an attractive time to invest in balanced funds, thanks to uncorrelated asset class returns and the ballast provided by the fixed-income portion of their portfolios.
More »Capital Markets Outlook | Fixed Income Outlook
Advisor Tech Tips
2023 survey of advisors' use of social media
Findings from the 2023 Putnam Social Advisor Survey show that more advisors are using social media for business but fewer are seeing success.
April 4, 2023
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.
Geopolitics and investing: A conversation with Admiral James Stavridis November 14, 2023
Top year-end planning considerations November 9, 2023
Pursuing value in today's market October 3, 2023
Navigating the changing terrain of Large Cap Value and Large Cap Growth July 26, 2023
For more, or to see any upcoming webinars, see our complete schedule
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