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.

Lame-duck Congress may act on tax provisions, funding bills

While some lawmakers are honing the agenda for the new Republican-controlled Congress in January, the current lame-duck session will likely act on several bills before the end of the year. In a reversal of power, Republicans seized the control of the Senate in the mid-term elections, winning eight seats for a majority of 53. Seats …

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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

Tax bracket drives strategies

Before taxpayers select year-end planning strategies, it’s important to first calculate their individual tax bracket. The marginal tax bracket will determine which strategies could be beneficial and drive all...

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Year-end retirement planning priorities

As investors review their investments in the coming weeks, retirement planning is a priority, especially those strategies that involve year-end deadlines. Chris Hennessey identifies several areas that require action...

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The urgency behind year-end planning

The end of year is a critical time for financial planning — with many strategies having a December 31 deadline. Chris Hennessey explains why urgency about financial planning moves...

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