Putnam Wealth Management

Preserving and enhancing wealth for the future

Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.

New taxes proposed by president during SOTU

Raising the capital gains and dividend tax rates and eliminating certain inheritance tax provisions for high earners are among the tax code changes President Obama proposed in his State of the Union speech Tuesday night. At the same time, President Obama called for the adoption of a number of benefits targeted to lower- and middle-income …

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Wealth Management resources

Putnam offers a wealth of resources to help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.


Spotlight: Health-care reform resource

Three year-end gifting strategies

Some estate-planning strategies require action before the end of the year — and clients may want to consider taking advantage of them before they lose the opportunity. Chris Hennessey...

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