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

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
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Bond market swings mirror investor unease
The first quarter was a challenging time for global financial markets.
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Advisor Tech Tips

For advisors, connecting with Gen Z presents a unique challenge and opportunity.
May 11, 2022
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.
ON TWITTER NOW
Find out what changes are being considered for retirement savings as SECURE 2.0 advances to the Senate. https://t.co/dL0Q5JOg1o
Putnam Global Macro Strategist Jason Vaillancourt, CFA, discusses how war and inflation have created a new market r… https://t.co/5dICUM5NtH
See why our equity managers are bullish on health care investing and what they are finding in a new age of opportun… https://t.co/Tpvl3QqYbM
While keeping an eye on the progress around student loan forgiveness, don’t overlook the power of saving. Here are… https://t.co/3c4flO4jan
Here are five things about RMDs that may not be broadly understood and could surprise some retirees. https://t.co/gVTwy5gZvy
Veteran stock-picker Jerry Sullivan talks about his active, flexible approach to this multi-cap core strategy. https://t.co/QNMOv5T7yN
With the #tax filing deadline over, it may be time to think about planning for the year ahead. Here are some tax-sm… https://t.co/kUFuSfyTb2
A sustainable future is too important to limit to #EarthDay. Guidance from our Sustainable Equity Team is a central… https://t.co/ALtAsjdkel
Portfolio Manager Michael Petro explains how small-cap value stocks can complement large caps and broaden a value p… https://t.co/pR7XFADmjL
We strive to foster a work environment where every person is respected, included, and encouraged to realize their p… https://t.co/UZ7n19NQHI
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