Putnam Investments

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

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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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.

May 11, 2022

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.

May 11, 2022

FIND AND ANALYZE FUNDS

Analyze investments

Client portfolios can involve a wide range of investments — and decisions. Putnam is ready to help you.

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Fixed Income Outlook | Q2 2022

Bond market swings mirror investor unease

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

Equity Insights | Capital Markets Outlook

Advisor Tech Tips

For Gen Z, tech is money

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

May 11, 2022

There's no better time than today to save for tomorrow's education. May is 529 Awareness month.

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.