Advisor-only Webcast | Fixed income opportunities and uncertainty | August 6, 2020

V-shaped recovery proving elusive

Putnam Perspectives

V-shaped recovery proving elusive

The U.S. and global economic recoveries are unlikely to be “V-shaped” as businesses and consumers remain wary of returning to pre-pandemic behavior.

Pandemic underscores need for college checklist

Wealth Management Ideas

Pandemic underscores need for college checklist

This fall, preparing a college checklist may be more important than ever as the ongoing pandemic is affecting how colleges re-open.

FUND AWARDS

2019 rankings in Barron's Top Fund Families
(published February 2020)

One year

#8 out of 55

Five years

#26 out of 52

Ten years

#8 out of 45

Refinitiv Lipper fund awards

George Putnam Balanced Fund (PGEJX) R6 shares

Best Fund over 3 years and 5 years (Mixed-Asset Target Allocation Moderate Funds category)

Putnam Income Fund (PINHX) R6 shares

Best Fund over 3 years (Core Bonds Funds category)

Capital Markets Outlook  |  Q3 2020

Stocks are on their feet again, but not ready to run

Stocks are on their feet again, but not ready to run

Despite progress on the virus, we think the markets may stay unsettled and we favor reducing overall risk.

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Fixed Income Outlook  |  Equity Outlook

Advisor Tech Tips

Retirement and estate planning: Three discussions to have with clients now

Retirement and estate planning: Three discussions to have with clients now

The COVID-19 pandemic has likely made retirement and estate planning a top-of-mind issue for your clients.

Headlines you need to know this week   —   August 11, 2020

Trade groups call for clarity on taxes and PPP loans
A coalition of more than 100 trade groups is seeking clarity on the tax treatment of loan forgiveness in the Paycheck Protection Program. The group asked congressional leadership to ensure that businesses can use business expenses to offset loan forgiveness. Without this clarification, the coalition stated that businesses may have to pay some $100 billion in taxes.
Pandemic stress varies with age
Older adults note they are coping better with the pandemic than younger adults, according to new research. The study found that 61% of workers said the pandemic has not had an impact on their retirement date. Older individuals said they have less financial disruption than younger workers. Across age groups, 39% in the Silent Generation and 33% of Baby Boomers are coping well with the impacts of the pandemic, compared with 26% of Millennials and 21% of Generation Zers.
Hundreds comment on ESG proposal
More than 1,500 comments were submitted to the Department of Labor in response to its proposed rule governing ESG (environmental, social, and governance) investments in retirement accounts. The DOL is seeking to clarify the role of the fiduciary as it relates to ESG investments in retirement plans. The public comment period ended last week.

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