By making your connections visible:
Decide who you want to connect with on LinkedIn:
Overall Morningstar Rating™
as of 03/31/21
See our thematic approach
If taxes go higher, will munis be hurt?
The Administration's recent plan would increase the highest marginal income tax rate but would not likely impact muni yields.
Chris Galipeau, Senior Market Strategist, offers research-driven insights to help you position portfolios.
A platform for new ideas and insights on public policy and financial sector issues
Watch portfolio managers share their insights and find quarterly commentary on key funds.
View and compare over 30,000 funds, ETFs, and indexes. Create presentations. Free for advisors.
This innovative tool helps plan sponsors compare glide paths to select a target-date strategy.
Visualize target-date funds
When to choose a non-hardship 401(k) withdrawal
Some 401(k) plans allow investors age 59½ to take a non-hardship 401(k) withdrawal, providing the option to transfer savings to an IRA without penalty.
Login to access and manage your client information through Putnam's Daily Statement view or DST Vision.
For login assistance, please call support services at
To create or reset a DST Vision ID, call 1-800-354-2228. Non-U.S. advisors, call 1-617-292-1000 x43051 (M–F, 8:30 a.m. – 7:00 p.m. ET).