To navigate complex financial markets, investors deserve an ally. Study after study confirms that investors benefit from working with financial advisors who can help develop and maintain a long-term strategy.
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