Infographics

The muni bond advantage

With low interest rates, higher tax rates, and heightened market volatility, striking the right balance between generating income and preserving principal can be challenging.

Municipal bonds may be one solution, particularly for higher income earners.

Last update: July 2017

The outlook for tax reform

Congress and the Administration are working on a number of ways to stimulate the economy with tax cuts.

See some of the numbers in this infographic.

Last update: May 2017

See what active duration strategies can do

It's important to consider the interest-rate risk that may be embedded in Treasury bonds or the Barclays U.S. Aggregate Bond Index if these investments are in your clients' portfolios. Explore how Putnam funds have used active duration strategies to improve performance during periods of rising interest rates.

Last update: April 2017

Why diversify? Market leadership changes

In dynamic financial markets, the performance of investments can change frequently

Diversifying a portfolio across many assets is a classic strategy to avoid the risk of picking one investment that can fall out of favor.

Data is as of 12/31/16

Diversify with a single fund

With a globally diversified portfolio, Putnam Dynamic Asset Allocation Balanced Fund can benefit from many asset classes while avoiding market extremes.

Data as of 12/31/16

Retirement matters

Financial planners suggest that finding the ideal retirement spot means weighing a number of pros and cons about each state — and not just the weather — including the size of the tax bite, which can vary greatly. How does your state rate on taxes?

Last update: February 2015