FL Putnam
Linkedin-in
FL Putnam

Capital Gains Taxes—Cheaper than the Alternative?

and Midyear Market Update

  • July 22, 2026 4:00 pm

Email us to request a copy of the presentation slides from this event.

After several years of strong market gains, many investors are facing a difficult question: should they hold concentrated positions to avoid capital gains taxes, or rebalance to reduce risk? Join us for a midyear market update and a practical discussion on the costs and benefits of realizing gains, managing concentrated holdings, and using tax-aware strategies to support long-term financial goals.

Speakers:
Thomas Fay, CFA, Head of Private Client Group
Ellen Hazen, CFA, Chief Market Strategist
Susan MacMichael John, CFP®, Managing Director of Financial Planning

Subscribe to our newsletter via the form below to receive updates about future events delivered directly to your inbox.

About F.L.Putnam Investment Management Company

F.L.Putnam is an independent registered investment advisor that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments, foundations, and RIAs. The firm provides a comprehensive suite of investment, financial planning, trust, and family office solutions that help clients build, preserve, and manage their wealth. Headquartered in Lynnfield, Massachusetts, F.L.Putnam has been serving clients nationally for more than 40 years. For more information, please visit www.flputnam.com or follow F.L.Putnam on LinkedIn.

Disclosure: Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, or experience. Awards should not be considered a sign of investment acumen or endorsement by the awarding entity or of the awarding entity by F.L.Putnam. Nothing in this communication is intended to be or should be construed as individualized investment advice. Past performance may not be indicative of future results. All investment involves the risk of loss of principal.

Linkedin-in Youtube