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.
Last update: July 2017
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
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
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