Advisor-only Webcast | Ideas to engage clients during tax season | March 8, 2022

Tax Season 2020


Learn more and get 2021 tax resources, including information about capital gains for 2021, year-end tax estimates, tax rates for 2021, and more.

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U.S. households and asset prices are at tipping point as Fed lifts rates

Putnam Perspectives

U.S. households and asset prices are at tipping point as Fed lifts rates

In a supply-constrained world, reducing asset prices may be the only way for central banks to bring demand and inflation lower.

For retirement reform, the next stop is the Senate

Wealth Management Ideas

For retirement reform, the next stop is the Senate

Following House passage of the retirement reform bill known as SECURE 2.0, the next stop to advance this comprehensive bill will be in the Senate.


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Fixed Income Outlook  |  Q2 2022

Bond market swings mirror investor unease

Bond market swings mirror investor unease

The first quarter was a challenging time for global financial markets.

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Equity Insights  |  Capital Markets Outlook

Advisor Tech Tips

For Gen Z, tech is money

For Gen Z, tech is money

For advisors, connecting with Gen Z presents a unique challenge and opportunity.

Headlines you need to know this week   —   May 17, 2022

Millennials more confident about finances, study finds
Millennials cited the 2008 Financial Crisis and 2020 Covid-19 pandemic as key events that influenced their financial behavior in recent years, according to a new study. Millennials (aged 26–41) with more than $100,000 of investable assets, said these events made them more cautious, proactive, and ultimately, more confident about finances. More than half (56%) of Millennials feel confident they can protect their investments in case of another crisis, compared with 43% of Gen X and 33% of baby boomers. Most Millennials (79%) said they were concerned about a possible recession.
Social Security COLA estimates rise with inflation
The latest CPI data showed prices have risen 8.3% over the past 12 months through April. Based on this report, the Senior Citizens League estimated that the Social Security cost-of-living adjustment (COLA) could be 8.6% for 2023, representing the largest COLA since 1981. The calculation is an early estimate. The Social Security Administration uses average inflation in the third quarter to calculate the COLA for the following year. The COLA was 5.9% in 2022.
Survey finds many investors plan to add to stocks
More than one quarter (26%) of millionaire investors in a recent survey said they would add to their stock investments, rather than sell, if markets continue to decline. Only 19% said they would decrease their investments, and 25% said they would make no changes. Nearly one third said they would shift sectors. Among respondents, 37% said they would be more likely to invest in stocks. They also plan to invest more in commodities including gold (32%) and oil (31%). The survey included 900 investors and 500 business owners with at least $1 million in investable assets.

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