TargetDateVisualizer®
There’s more to a glide path than a simple fixed-income and equity allocation
Try a dynamic, easy-to use platform that shows how well a workplace plan is meeting its goals
PlanVisualizer®Get to know Putnam's target-date strategies
Information for plan participants:
Information for plan sponsors:
- Investment diversification tailored for retirement: Explore our strategies
- Optimizing the glide path for a smoother landing in retirement (PDF)
The glide path less traveled
More equities for early-career investors and more bonds near retirement are distinctive features of Putnam's target-date funds. Our new white paper explains how this approach is designed for more consistent outcomes for people saving for retirement.
Don't overlook international small caps
When focused on diversification one asset class that is often overlooked is non-U.S. small-caps.
MORE PERSPECTIVES POSTS
Consider a Roth IRA for summer employment earnings
Students may want to consider using a Roth IRA to save some of their summer earnings.
MORE WEALTH MANAGEMENT POSTS
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
PUTNAM'S OUTLOOK
THE ECONOMY THIS WEEK
- Retail sales declined
- The euro area recorded a trade surplus
- The Fed may raise the federal funds target in 2023