Advisor-only Webcast | Washington to Wall Street pre-election update | September 24, 2020

If taxes move higher, demand for munis may surge

Putnam Perspectives

If taxes move higher, demand for munis may surge

The likelihood of higher taxes in the future could boost demand for tax-advantaged investments including munis.

Putnam pros discuss taxes in the run-up to the election

Wealth Management Ideas

Putnam pros discuss taxes in the run-up to the election

Putnam's wealth management professionals share their views on taxes, the markets, fiscal policy, and the November election.

FUND AWARDS

2019 rankings in Barron's Top Fund Families
(published February 2020)

One year

#8 out of 55

Five years

#26 out of 52

Ten years

#8 out of 45

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)

Fixed Income Outlook  |  Q3 2020

Bonds ride the Fed wave as volatility returns

Bonds ride the Fed wave as volatility returns

Global financial markets proved to be surprisingly resilient during the second quarter.

More »

Equity Outlook  |  Capital Markets Outlook

Advisor Tech Tips

Educating clients about ETFs: Let FundVisualizer highlight the advantages

Educating clients about ETFs: Let FundVisualizer highlight the advantages

Even clients who have a good grasp of investing basics may not yet be aware of exchange-traded funds — although ETFs may already be part of their portfolios.

Headlines you need to know this week   —   September 29, 2020

More companies focus on ESG
The number of S&P 500 Index companies citing the term ESG (environmental, social and governance factors) in corporate earnings calls rose to 60 in the second quarter of 2020, up from 30 in the first quarter, according to FactSet. The total is the second highest number of companies focused on ESG in the past four years.
Affluent Millennials seek robo advice
Among generations, a recent study found that Millennials use robo-advisors most. Half of these investors have $500,000 or more in investible assets. About 22% of Millennials receiving robo-advice have between $50,000 and $500,000, and 10% have less than $50,000. Among other generations, 18% of GenX and 5% of Baby Boomers use robo-advisors.
401(k) savers want advice
A recent survey found that 40% of savers in 401(k) plans want advice to determine how much they need to save for retirement. According to the survey, 68% of respondents said they believed their savings would last an average of 24 years in retirement. Most respondents said they planned to retire at age 65. Areas where they need advice include taxes, setting a retirement age, and creating income in retirement.

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