Advisor-only Webcast | ETF trends and sustainable investing | October 28, 2021 | 4:15pm ET

Tax Season 2020


Learn more and get 2020 tax resources, including information about capital gains for 2020, year-end tax estimates, tax rates for 2021, and more.

Visit the tax center

Regulatory storm sweeps across China

Putnam Perspectives

Regulatory storm sweeps across China

President Xi Jinping's "common prosperity" campaign to address China's wealth gap has converged with the regulatory crackdowns.

Key changes for Social Security in 2022

Wealth Management Ideas

Key changes for Social Security in 2022

The COLA adjustment is one of several key changes for Social Security for 2022.


2020 rankings in Barron's Best Fund Families
(published February 2021)

Ten years

#3 out of 44

Five years

#14 out of 50

One year

#22 out of 53

Refinitiv Lipper fund awards

Putnam International Value Fund

Best Fund in the International Large-Cap Value Fund category

(R6 shares/PIGWX among 33 funds over 5 years)

(Y shares/PNGYX among 29 funds over 10 years)

Equity Insights  |  October 1, 2021

Value investing for all seasons

Value investing for all seasons

We believe the durability of this recent value rally is being underestimated. Based on our analysis, the case for value stocks, particularly in international markets, remains compelling

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Capital Markets Outlook  |  Fixed Income Outlook

Advisor Tech Tips

5 ways to optimize your LinkedIn profile

5 ways to optimize your LinkedIn profile

Use this checklist to make sure your LinkedIn profile is optimized to appear in relevant online searches.

Headlines you need to know this week   —   October 26, 2021

Family is top source of financial advice, survey finds
A recent survey of more than 1,000 adults found more people seek financial advice from family or friends than professional advisors. Among respondents, 40% said they seek financial guidance from family, friends, or co-workers; 33% said they consult a financial professional; and 25% said they don’t have someone they trust for advice.
More advisors focus on psychology in planning
A growing number of financial professionals are emphasizing psychology in financial planning. According to a recent survey, many advisors are combining financial advice with behavioral finance to help investors with financial and estate planning. Advisors note that understanding behavioral finance is helpful when guiding investors through challenging financial decisions, especially during periods of market volatility.
Millennials and Gen X view wealth differently
Millennials and Gen Xers view wealth differently, according to new research. The survey involved some 600 Millennials and Gen Xers with $100,000 or more in net worth. Among respondents, 76% of Millennials and 57% of Gen Xers considered wealth inequality a significant national problem. This view led many investors to consider social and governance factors when making investments. The majority of Millennials (82%) said they use a financial advisor, compared with 65% of Gen Xers. Most Millennials view a banker or an accountant as their primary advisor. Gen X investors were more likely to use an independent financial planner.

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