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Andrew Wetzel, CFA, senior vice president and portfolio manager, comments on trends and the outlook for the energy sector.
U.S. News & World Report | 3/21/2017
CEO Tom Manning, CFA, discusses the current state of the markets. He says, “We’re past earnings season, the Fed’s March meeting is done, and all eyes are on the economic policies that will be making their way to the table.”
Wall Street Journal | 3/20/2017
F.L.Putnam today announced that senior vice president and portfolio manager Robertson P. Breed, CFA, has been named to Barron’s “Top 1,200 Financial Advisors” list. Mr. Breed was 1 of just 6 advisors in Maine to make the list and F.L.Putnam was the only registered investment advisor to have a financial advisor ranked in Maine.
Barron's | 3/15/2017
Scott Mazuzan, CFP®, private client advisor, comments on why the needs of millennial investors are different from other generations.
U.S. News & World Report | 2/14/2017
D.J. Shaughnessy, CFA, senior vice president and portfolio manager, discusses the importance of high performing dividend stocks.
Forbes | 2/4/2017
F.L.Putnam announced today that is has expanded its local presence in Maine with the appointment of Abby Psyhogeos to senior vice president and private client advisor.
F.L.Putnam | 1/26/2017
CEO Tom Manning discusses the latest alternative investment platforms for independent registered investment advisors. He says, “Advisors still are carefully scouting the market’s options. Most alts platforms don’t yet have product menus diverse enough to satisfy RIAs.”
FundFire | 1/11/2017
CEO Tom Manning, CFA, comments on his outlook for the markets in 2017. He says, “the market is expecting infrastructure spending, corporate tax reform, and deregulation to come to fruition. If it doesn’t occur we could be in for a little bit of a bumpy road.”
Wall Street Journal | 12/30/2016
Andrew Wetzel, CFA, senior vice president and portfolio manager, discusses the year-in-review and the impact the election had on the healthcare sector. “While the drug stocks rallied on Trump's election upset, the overall health care sector has underperformed the broad U.S. market by more than 13 percent in 2016,” he says.
U.S. News & World Report | 12/27/2016
Andrew Wetzel, CFA, senior vice president and portfolio manager, discusses his outlook for the markets in 2017. “The stars seem aligned for a positive 2017 for U.S. stocks but beware of chasing hot trends as these only last so long. The yield trade turned in 2016 and the Trump trade will likely see a counter trend move at some point,” he says.
Forbes | 12/17/2016
CEO Tom Manning, CFA, weighs in on the market rally following the presidential election. He says “the markets were clearly caught offside”.
Wall Street Journal | 11/10/2016
Steven Violin, CFA, senior vice president and portfolio manager, comments on the impact of rising interest rates on REIT stocks. He says, “Apartment REITs, where leases are renewed yearly, are more defensive against interest-rate moves than office REITs--which typically have 5-year leases.”
Dow Jones | 11/10/2016
CEO Tom Manning, CFA, discusses the benefits of sustainable investing. He says, “Sustainable investing appears to be the only area of active management that’s still attracting positive flows and growing – it’s certainly taking market share away from other types of active investing opportunities.”
Financial Advisor IQ | 11/7/2016
CEO Tom Manning comments on the attractiveness of sustainable companies and the rise in ESG investing for Barron’s cover story.
Barron's | 10/7/2016
Financial Advisor Magazine recognizes the appointments of Albert J. Parent and Glen P. Martin, CFP® to the F.L.Putnam team.
Financial Advisor Magazine | 9/16/2016
F.L.Putnam announced today that it has appointed Albert J. Parent as chief technology officer, a new position at the firm. Glen P. Martin, CFP® has been hired as a private client advisor.
F.L.Putnam | 9/13/2016
Will the Fed raise rates in September? Tom Manning weighs in on the prospects for a rate hike this fall including what will help drive the markets higher.
CNBC.com | 9/7/2016
Steven Violin, CFA, senior vice president and portfolio manager, discusses how REIT’s splitting from financials in the S&P 500 is an exciting development for REIT stocks.
CNBC.com | 8/22/2016
CEO Tom Manning, CFA, SVP Ellen Hazen, CFA, and other senior members of the investment team talk about building long-term relationships with clients and socially responsible investment strategies.
FOX Business | 7/17/2016
F.L.Putnam debuted on Financial Advisor Magazine’s annual ranking of the top independent RIA’s in the U.S. The firm ranked in the top third of all RIA’s nationally and as the 13th largest in Massachusetts.
Disclosure: To be eligible for the Financial Advisor Magazine RIA ranking, firms must be independent registered investment advisers and file their own ADV statement with the SEC. They need to provide financial planning and related services to individual clients.
Financial Advisor Magazine | 7/1/2016
CEO Tom Manning, CFA, is quoted about technology platforms offering alternative investments.
Financial Times | 6/16/2016
F.L.Putnam today announced its inclusion on the FT 300, The Financial Times list of the top RIA’s in the U.S. F.L.Putnam was among a select group of firms recognized in Massachusetts.
Financial Times | 6/16/2016
D.J. Shaughnessy, CFA, senior vice president and portfolio manager, discusses media industry trends including consumer desire for more content, packaged in an easily digestible format, delivered on demand.
U.S. News & World Report | 6/16/2016
Scott Mazuzan, CFP®, private client advisor, outlines several recommendations for millennials investing in a retirement account for the first time from looking for low-cost investments like index ETF’s to remembering to actually invest the funds.
TheStreet | 6/1/2016
CEO Tom Manning, CFA, is quoted about the likelihood of an interest rate hike at the July Fed meeting.
CNBC.com | 5/19/2016
CEO Tom Manning, CFA, shares his thoughts about the Federal Reserve's hawkish tone on interest rates.
CNBC.com | 5/19/2016
Scott Mazuzan, CFP®, private client advisor, discusses common mistakes millennials make that can impact their credit long-term, including not paying bills or using credit properly.
TheStreet | 5/16/2016
Steven Violin, CFA, senior vice president and portfolio manager, comments on Gilead’s first quarter 2016 earnings report.
FiercePharma | 5/9/2016
Andrew Wetzel, CFA, portfolio manager and senior research analyst, discusses why he believes Google is one of the best performing companies of the 21st century.
U.S. News & World Report | 5/5/2016
Steven Violin, CFA, senior vice president and portfolio manager, weighs in on Gilead’s first quarter 2016 earnings report.
Bloomberg | 4/28/2016
Andrew Wetzel, CFA, portfolio manager and senior research analyst discusses what investors should look for when selecting a financial advisor.
U.S. News & World Report | 4/11/2016
Steven N. Violin, CFA, senior vice president and portfolio manager, comments on legacy stocks that have performed well over the past several decades.
U.S. News & World Report | 4/5/2016
Scott Mazuzan, CFP®, private client advisor, discusses why individuals will delay funding an IRA until April and the benefits of making consistent, automatic payments throughout the year.
TheStreet | 3/31/2016
Scott Mazuzan, CFP®, Private Client Advisor, discusses retirement planning for millennials.
CNNMoney | 3/24/2016
D.J. Shaughnessy, CFA, Portfolio Manager, comments on the future prospects of Apple and how the brand is losing its identity as the innovator in the industry.
U.S. News & World Report | 3/24/2016
D.J. Shaughnessy, CFA, portfolio manager, talks about how Ginnie Mae funds fit into a client’s overall portfolio and the impact higher interest rates could have on these funds.
Financial Planning Magazine | 3/21/2016
CEO Tom Manning, CFA and Robertson Breed, CFA, Senior Vice President and Portfolio Manager are featured in Maine’s largest business publication about the rise in environmental, social and governance, or ESG, investing.
Mainebiz | 3/21/2016
CEO Tom Manning, CFA discusses the current state of the global markets and the likelihood the Fed will raise rates in March and for the remainder of the year.
CNBC.com | 3/15/2016
Ellen Hazen, CFA, Senior Vice President and Portfolio Manager comments on the future prospects of Citigroup and the challenges facing banks today.
U.S. News & World Report | 3/7/2016
F.L.Putnam announced the expansion of its financial planning offering with the addition of Scott Mazuzan, CFP® as a Private Client Advisor.
F.L.Putnam | 3/1/2016
Scott Mazuzan, CFP®, Private Client Advisor, comments on key tax breaks that could trigger an audit including divorce settlements and unusually large charitable donations.
TheStreet | 2/26/2016
Andrew Wetzel, CFA, Portfolio Manager and Senior Research Analyst and Michelle Buckley, Research Analyst, comment on key stocks to watch in 2016.
U.S. News & World Report | 2/22/2016
Scott Mazuzan, CFP®, Private Client Advisor, comments on tax mistakes individuals make including not claiming all income, contributing to an IRA or seeing a skilled accountant or certified financial planner.
GO Banking Rates  | 2/18/2016
Scott Mazuzan, CFP®, Private Client Advisor, comments on tax deductions individuals should not overlook including mortgage interest, gambling losses (to the extent of winnings) and medical expenses.
TheStreet | 2/13/2016
CEO Tom Manning, CFA comments on the state of the global markets including what lies ahead for the Fed in light of the Bank of Japan cutting interest rates and weakness in China’s manufacturing sector.
Wall Street Journal | 2/1/2016
Andrew Wetzel, CFA, Portfolio Manager and Senior Research Analyst comments on home improvement stocks to watch in 2016.
U.S. News & World Report | 1/29/2016
D.J. Shaughnessy, CFA, Portfolio Manager, comments on the prospects for eBay and how sites that offer a unique social experience such as Etsy (ETSY) and Poshmark are posing a challenge to the company’s merchant business.
U.S. News & World Report | 1/28/2016
CEO Tom Manning, CFA comments on concerns over the state of Italy’s debt crisis.
U.S. News & World Report | 1/7/2016
CEO Tom Manning, CFA comments on the global markets including what lies ahead for the U.S. markets for the remainder of 2015.
Wall Street Journal | 12/22/2015
F.L.Putnam today announced the appointment of Tom Manning, a 25-year veteran in the investment management industry, to CEO and President. He follows John Carberry who is retiring as President after 15 years with the firm.
F.L.Putnam | 12/10/2015

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