Advisor-only Webcast | ETF trends and sustainable investing | October 28, 2021 | 4:15pm ET

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

Regulatory storm sweeps across China

Putnam Perspectives

Regulatory storm sweeps across China

President Xi Jinping’s “common prosperity” campaign to address China's wealth gap has converged with the regulatory crackdowns.

Key changes for Social Security in 2022

Wealth Management Ideas

Key changes for Social Security in 2022

The COLA adjustment is one of several key changes for Social Security for 2022.

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  |  October 1, 2021

Value investing for all seasons

Value investing for all seasons

We believe the durability of this recent value rally is being underestimated. Based on our analysis, the case for value stocks, particularly in international markets, remains compelling

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Capital Markets Outlook  |  Fixed Income Outlook

Advisor Tech Tips

5 ways to optimize your LinkedIn profile

5 ways to optimize your LinkedIn profile

Use this checklist to make sure your LinkedIn profile is optimized to appear in relevant online searches.

Headlines you need to know this week   —   October 19, 2021

Many households lost savings in 2020
While many families focused on saving in 2020, about 20% of households depleted their entire savings, a recent poll found. The survey also found that 30% of households earning less than $50,000 per year spent all of their savings. Many respondents said they used the savings for health, food, and housing expenses. The survey included more than 3,600 adults.
DOL proposes new rule for ESG
The Department of Labor (DOL) last week proposed a rule that would allow retirement plan sponsors to consider investments focused on environmental, social, and governance factors (ESG) in their plan offerings. Once the rule is published in the Federal Register, the public has 60 days to submit comments.
Social Security benefits to increase 5.9%
The cost-of-living increase for Social Security benefits, or COLA, will be 5.9% for 2022, the Social Security Administration announced last week. This will be the biggest increase since 1982. The COLA is based on Consumer Price Index data for the third quarter. Data showed the CPI was up 5.4% year-over-year in September.

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