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.
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
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
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: April 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
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
Taxes on the table
The Administration has ambitious ideas to cut taxes on businesses, wealth, and income. Here are some of the taxes and numbers that might make headlines.
Last update: May 2017