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.
A look at leveraged loans and CLOs
A recent Active Insights podcast features a discussion of leveraged loans, and collateralized loan obligations (CLOs).
MORE PERSPECTIVES POSTS
Understanding gifting rules before the sunset
When the TCJA expires in 2025, the lifetime exclusion amount for gifting will be reduced, impacting gifting rules and decisions being made today.
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
Highlights of key economic statistics from last week compiled by Putnam Investments.