Putnam Wealth Management

Preserving and sustaining 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.

Posts from category: Investments

Investor anxiety

What financial advisors can learn from behavioral finance The surge in volatility in the third quarter affected a wide range of assets and made a mockery of portfolio diversification...

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Muni tax break under pressure

A Senate proposal to eliminate the tax–exempt status of municipal bonds may change the municipal bond market after 2011 and is an important piece of legislation to follow in...

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Options for yield-seeking investors

With interest rates on money market accounts and deposit savings at record lows, and yields on many other conservative fixed-income investments not much higher, investors are looking for new...

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