F.L.Putnam Investment Management Company

Elevated equity valuations, the US presidential election, and disquiet in the Middle East could contribute to yet another pullback in equity markets between now and yearend. Do you stay in the race and navigate the volatility or do you reduce your equity exposure ahead of this setup? Our Chief Market Strategist and Portfolio Manager Ellen Hazen, CFA discusses this and more in her latest monthly #markets report. https://bit.ly/3YmxBrl

On this World Financial Planning Day, we want to highlight our talented team of over 25 CERTIFIED FINANCIAL PLANNER professionals who go to great lengths to assist our clients in reaching their long-term goals. A financial plan is a crucial component of the #retirement roadmap, and at F.L. Putnam, we take a comprehensive approach to quantify, prioritize, and assess client needs and objectives. Learn more about our financial planning capabilities: https://bit.ly/3BzmAeu #WFPD2024 #WorldFinancialPlanningDay

We are excited to announce that we have completed our previously announced acquisition of Darwin Trust Company, a New Hampshire-chartered trust company. Darwin is a valued partner to clients throughout the U.S. and we are thrilled to welcome their exceptional and experienced team, led by Melissa Sommer, to oversee our trust business. Read more: https://bit.ly/3YqjBy1

We were honored to be part of the IMAGINE Gala to celebrate the 50th Anniversary of the Federation for Children with Special Needs (FCSN) last week. This incredible Boston-based organization provides information, support, and assistance to parents of children with disabilities, their professional partners, and their communities. To learn more about FCSN: https://ow.ly/ISnB50TElJR

Ellen Hazen, CFA, Chief Market Strategist and Portfolio Manager joined Romaine Bostick and Alix Steel on Bloomberg News The Close to discuss the market broadening out and the attractiveness of certain sectors right now. Stock markets follow earnings in the US and we are seeing earnings estimates steadily rise for industrial and healthcare stocks. This is positive for the market as the market is broadening beyond the Magnificent Seven per Ellen. https://bit.ly/4gPJTRe

Atrato Consulting Group's Director of Operational Due Diligence, Nicole Ford, will be participating in a panel at GAIM Ops next month. The panel will focus on assessing third-party vendor risk when evaluating #alternativeinvestments and will include executives from BlackRock, HarbourVest, and Hamilton Lane. To learn more and register: https://ow.ly/vEX450Txa1a

Today we announced that F.L.Putnam has been named to the Barron's Advisor 2024 Top 100 RIA Firms list. This is the second consecutive year F.L.Putnam has made this prestigious list, moving up 18 spots to #78. CEO Tom Manning commented, “At F.L.Putnam, we firmly believe that without great people, we cannot deliver the services and solutions our clients need to manage their financial lives. This recognition by Barron’s would not have been possible without our incredible 125-person team, who consistently deliver for our clients every day.” Read more about the list including methodology and disclosures here: https://bit.ly/3MZNtKY #BarronsRanked #TopRIAFirms

We are excited to share that F.L.Putnam has been ranked #13 on the 2024 Boston Business Journal list of the Largest Independent Investment Advisers. This marks the sixth consecutive year that F.L.Putnam has made this list, which ranks Massachusetts-based investment advisers by total assets under management. You can find more information about the list here: https://bit.ly/3ZuewW2

Join us tomorrow at 4pm ET for an in-depth discussion on how investors can incorporate real estate into their investment portfolios. Register: https://bit.ly/4fSBkVc

Yesterday, our Massachusetts team had the honor of taking part in the annual 9/11 Day Meal Pack in Boston. This event mobilizes thousands of volunteers across the country who assemble millions of nutritious meals for Americans at risk of hunger. It was a great way to rekindle the spirit of unity that brought us together following 9/11 and to honor the individuals who lost their lives that day while helping others in need. #911Day #neverforget #helpingothers #givingback