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Investing for impact | Q&A with Stephanie Henderson

A member of Putnam's sustainable investing team describes her motivations for spreading ESG fluency throughout the firm to enhance fundamental insights.

Investing for impact  |  Q&A with Stephanie Henderson

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The 1040 tax filing this year can reveal opportunities for planning

This is the first year of tax filing since tax reform and some taxpayers may find their 1040 filing indicates opportunities for planning.

The 1040 tax filing this year can reveal opportunities for planning

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Estate and Wealth Transfer

Putnam offers a wealth of resources to address all aspects of financial planning. Our investor education literature, seminars, videos, and tools can help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.


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