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

Putnam Perspectives
Mental health is a business issue: How companies are supporting their employees
Companies are beginning to focus more on mental health at work, and some are offering a wider range of supportive and preventive care.
January 14, 2021

Wealth Management Ideas
Tracking CARES Act tax changes
With a range of temporary tax code changes instituted by the CARES Act in 2020, tracking tax changes that are extended into 2021 can be a challenge.
January 13, 2021
FUND AWARDS

2019 rankings in Barron's Top Fund Families
(published February 2020)
One year
#8 out of 55
Five years
#26 out of 52
Ten years
#8 out of 45
Refinitiv Lipper fund awards
George Putnam Balanced Fund (PGEJX) R6 shares
Best Fund over 3 years and 5 years (Mixed-Asset Target Allocation Moderate Funds category)
Putnam Income Fund (PINHX) R6 shares
Best Fund over 3 years (Core Bonds Funds category)
Equity Outlook | Q1 2021

A shot in the arm: The economy and stocks get a boost from vaccines
The potential for a post-pandemic recovery bodes well for equities.
More »Capital Markets Outlook | Fixed Income Outlook
Advisor Tech Tips

What might lie ahead as we enter the vaccine era? FundVisualizer can help you explore risk
With phase one of the national vaccine rollout happening more slowly than predicted and record-setting numbers of new infections being reported across the country, important questions remain about what a post-vaccine world might actually look like.
January 15, 2021
Headlines you need to know this week — January 19, 2021
Retirement literacy is a challenge Most adults have failing grades in financial literacy, the American College of Financial Services reported. In its recent study of more than 1,500 adults, 89% of women ad 72% of men failed a 38-question test on retirement literacy. Just 14% of women reported feeling knowledgeable about retirement planning. About 60% of women report they meet with a financial advisor, compared with 54% of men.
Small businesses seek advice in 2021 Some small businesses plan to seek advice from a financial professional in 2021, a recent survey found. In the survey of 500 small businesses, 24% of respondents said they plan to hire a financial consultant and 30% said they will hire an information technology consultant.
Savers tap retirement accounts during pandemic Savers withdrew “significant amounts” from their retirement accounts during the pandemic, a recent survey found. Of those surveyed, 60% of adults had borrowed or made withdrawals from their retirement accounts. Nearly one third who made withdrawals took out at least $75,000. The average loan amount ranged between $50,000 and $100,000. Funds were used to pay for basic living expenses, the report noted.
ON TWITTER NOW
Some important tax figures will change in 2021 that could affect financial planning. Find what you need to know wit… https://t.co/9of8f6vkEB
Putnam CEO Robert Reynolds on LinkedIn: The United States has always shown an ability to overcome periods of turbul… https://t.co/7PfCwIHcpa
Our service team is well-known for their outstanding commitment to clients. Proud to share that Putnam was recogniz… https://t.co/pQ1RukDlHX
Putnam CEO @RobertLReynolds on LinkedIn: The United States has always shown an ability to overcome periods of turbu… https://t.co/7kKBjRkTQD
With new vaccines and a new administration coming in 2021, it's time for a fresh look at the capital markets. Atten… https://t.co/sHBvhUrH9d
We are honored to receive the Excellence in Sales Support Award from DALBAR for the third consecutive year for our… https://t.co/qoKTV23zDW
As we celebrate the close of a challenging year, we are uplifted by the work done in our community to make the worl… https://t.co/DlIDOOQjoE
It's been a tough year for most businesses, but there may be favorable tax treatments for your clients who have had… https://t.co/hvHD6vSI18
Always adapting. Always learning. Always thankful. Whether together or apart, we at Putnam wish you the warmest of… https://t.co/7j4o0WScYy
As investors prepare for year-end planning, here are four strategies to consider while tax rates remain low. https://t.co/9nWYcxHQFV
Fundvisualizer®
Research funds and ETFs
Explore and compare funds, model portfolios, and discover new investment opportunities.
Webcasts you may have missed
Putnam's 2021 Investment Framework