Stephen Olsen

I am affiliated with Putnam Retail Management. Click for important disclosure.

[Stephen Olsen @StephenOlsen9]

Catherine Margaret Ashton, Baroness Ashton of Upholland, talks about the art of negotiation and her diplomatic role with the EU as part of our Active Voice series. https://t.co/nGW1poH1Jp

[Stephen Olsen @StephenOlsen9]

We believe the Fed will move cautiously in the coming months and fixed income markets will likely be volatile. See our outlook for fixed income investing. https://t.co/10P7p89Tv4

[Stephen Olsen @StephenOlsen9]

Age milestones can trigger financial planning actions. Here are some key ages and planning ideas to consider. https://t.co/Ic1AjIdxHs

[Stephen Olsen @StephenOlsen9]

Our Social Advisor survey shows that advisors who put in the time and think of their social media activity as important to their marketing efforts are seeing success from their efforts.

[Stephen Olsen @StephenOlsen9]

We see a favorable environment ahead for large cap growth, fueled by easing rates. But you need to be in it to win it! https://t.co/zS7jtU9StK

[Stephen Olsen @StephenOlsen9]

Understand the 3 things shaping our outlook for capital markets right now. https://t.co/Y8DjmA2Vbx

[Stephen Olsen @StephenOlsen9]

Under new federal financial aid rules, grandparents may find more advantages to funding a 529 plan to save for a grandchild’s education. https://t.co/qrVuHKFNlW

[Stephen Olsen @StephenOlsen9]

Our outlook for global capital markets: Banks are tightening lending standards and consumers are beginning to lose the financial cushion they built from pandemic-era savings. What could that portend? https://t.co/tFjpvcBtSa

[Stephen Olsen @StephenOlsen9]

Couples may want to consider a unique planning strategy as they look at the potential for higher estate taxes after the TCJA sunsets in 2025. https://t.co/ytPFgqjQfr

[Stephen Olsen @StephenOlsen9]

While it remains unclear how much the recent banking crisis will add to the slowing of the economy, we believe the Fed should remain focused on bringing down inflation. https://t.co/Mcrf3pMB4c

[Stephen Olsen @StephenOlsen9]

Our research shows that LinkedIn is overwhelmingly the advisor’s social network of choice. Has your use of other networks changed in light of the pandemic and implementation of the Marketing Rule?

[Stephen Olsen @StephenOlsen9]

Tax filing season may be over but maintaining a focus year round on tax planning could uncover more opportunities. https://t.co/DT17zTZq1V

[Stephen Olsen @StephenOlsen9]

Advisors: Join us for an exclusive webinar featuring Paul Drury, CFA, and Garrett Hamilton, CFA, for an update and outlook on the municipal bond market. Register today. https://t.co/Cicgc9SCGz

[Stephen Olsen @StephenOlsen9]

Chris Galipeau sits down with Vivek Gandhi of Putnam International Equity Fund to talk about how an active management strategy is crucial when looking for opportunities outside the U.S. Listen to the podcast. https://t.co/VibYXPIeSO

[Stephen Olsen @StephenOlsen9]

Proposals to fix Social Security’s funding issues could impact workers and retirees. See what ideas are being talked about. https://t.co/tw0iCchbqA

[Stephen Olsen @StephenOlsen9]

Health care spending represents about 18% of U.S. GDP. Active managers continually discover opportunities arising from the persistent demand for innovative medical solutions. https://t.co/sVbSdIJPIN

[Stephen Olsen @StephenOlsen9]

As the tax filing deadline approaches, here are several ideas that may help reduce 2022 taxable income. https://t.co/0uW3yBuHIL

[Stephen Olsen @StephenOlsen9]

Did you know that companies’ approaches to the mental health of employees can be an important #ESG indicator? ESG may mean more than you think. Learn about the criteria that go into #SustainableInvesting. https://t.co/24JSExOKoQ

[Stephen Olsen @StephenOlsen9]

Planning considerations around taxes, retirement, and estate planning should not be overlooked by couples in a divorce. Here are some of the implications. https://t.co/RlvDOijsMn

[Stephen Olsen @StephenOlsen9]

Did you know that researching businesses’ approaches to racial justice can uncover important social criteria for #ESG investing? ESG may stand for more than you think. Learn more about the factors that go into #SustainableInvesting. https://t.co/7fX1KZZu2T