Advisor-only Webinar | Current municipal landscape and opportunities | May 10, 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.

Visit the tax center

Economic imbalances could mean deep recession or sticky inflation

Putnam Perspectives

Economic imbalances could mean deep recession or sticky inflation

A deep recession could have a significant impact on financial markets.

Keys to saving taxes with a domicile change

Wealth Management Ideas

Keys to saving taxes with a domicile change

Considerations when relocating and establishing a new domicile to try to save on taxes.

FIND AND ANALYZE FUNDS

Analyze investments

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 2023

Be careful what you wish for

Be careful what you wish for

Fears of a U.S. recession are growing as credit delinquency begins to rise toward pre-pandemic levels. Explore the risk and realities of how a credit crunch could unfold.

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Equity Insights  |  Fixed Income Outlook

Advisor Tech Tips

2023 survey of advisors' use of social media

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.

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.

Current municipal landscape and opportunities May 10, 2023

Putnam closed-end funds update: PIM, PPT, PMO, and PMM May 2, 2023

Ideas to engage clients during tax season March 15, 2023

SECURE 2.0 - Provisions and planning considerations February 7, 2023

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

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

1 month ago Putnam Investments

Fundvisualizer®

Research funds and ETFs

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

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Forms

Mutual Fund Account Application (PDF)

Designation of Beneficiary (PDF)

IRA forms and applications

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Key contacts

Financial advisors support services:
1-800-354-2228

Literature hotline:
1-800-354-5487

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