Advisor-only Webcast | The new big idea: Active ETFs | July 21, 2021

Tax Season 2020

TAX CENTER

Learn more and get 2020 tax resources, including information about capital gains for 2020, year-end tax estimates, tax rates for 2021, and more.

Visit the tax center

Taking a fiduciary view on target date selection

Putnam Perspectives

Taking a fiduciary view on target date selection

It is important for a fiduciary to understand glide path features and how these features are combined in target date fund selection.

Lawmakers eye paths to enhance SALT deduction

Wealth Management Ideas

Lawmakers eye paths to enhance SALT deduction

While many have called for the repeal of the cap on the state and local tax deduction, a group of lawmakers continue to debate ways to enhance the SALT deduction.

FUND AWARDS

2020 rankings in Barron's Best Fund Families
(published February 2021)

Ten years

#3 out of 44

Five years

#14 out of 50

One year

#22 out of 53

Refinitiv Lipper fund awards

Putnam International Value Fund

Best Fund in the International Large-Cap Value Fund category

(R6 shares/PIGWX among 33 funds over 5 years)

(Y shares/PNGYX among 29 funds over 10 years)

Equity Insights  |  August 2, 2021

Rising earnings should ease bubble fears

Rising earnings should ease bubble fears

Robust earnings growth, skeptical investor sentiment, and stimulating bond yields all support our bullish outlook for equity markets.

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Capital Markets Outlook  |  Fixed Income Outlook

Advisor Tech Tips

How advisors are tapping into TikTok and Reddit

How advisors are tapping into TikTok and Reddit

Putnam's research found that 31% of financial advisors using social media for business are using Reddit, and 21% are using TikTok.

Headlines you need to know this week   —   August 2, 2021

More investors interested in financial planning
Since the pandemic began, more younger investors are expressing interest in forward planning, a new study found. More than half (52%) of investors said the value of financial advice has increased for them since the pandemic. In addition, investors said they are more likely to recommend an advisor who talks to them about values. Nearly two thirds (62%) said they have had a review session with an advisor, and 43% said they discussed financial planning.
Investors may not understand Social Security
Some investors may not be optimizing Social Security benefits and could benefit by working with a financial professional, according to a new survey. Half of those surveyed (51%) already receiving Social Security did not understand how much they will receive in income, and 55% did not know what percentage of pre-retirement income was being replaced by their benefits. About half of respondents said their advisors did not discuss Social Security. Two thirds of respondents said they would be likely to switch advisors to one who could discuss Social Security.
Millennials confident about retirement
Millennials are more confident about retirement than Gen X and Gen Z, according to a new study. Most Millennial respondents (68%) are confident that they will be able to retire when they planned compared with 62% of Gen X. Millennials are also more confident that their savings will last in retirement.

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