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  2. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    www.putnam.com. Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [2] Putnam is currently a subsidiary of ...

  3. Thomas H. Lee Partners - Wikipedia

    en.wikipedia.org/wiki/Thomas_H._Lee_Partners

    TH Lee Putnam Ventures is a technology-focused private equity firm affiliated with THL and Putnam Investments, a leading global money management firm. TH Lee Putnam Ventures manages $1.1 billion in capital commitments and has invested approximately $850 million in more than 43 companies since the firm's formation in 1999.

  4. 529 plan - Wikipedia

    en.wikipedia.org/wiki/529_plan

    A 529 plan, also called a Qualified Tuition Program, [1] is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future higher education expenses of a designated beneficiary. In 2017, K–12 public, private, and religious school tuition were included as qualified expenses for 529 plans along with post ...

  5. 3 Mutual Funds From the Putnam Portfolio You Must Buy

    www.aol.com/news/3-mutual-funds-putnam-portfolio...

    Below we share with you three top-ranked Putnam mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy).

  6. 529 plan vs. Roth IRA: Here’s how families can use both to ...

    www.aol.com/finance/529-plan-vs-roth-ira...

    You can fund a 529 plan now and convert a sizable chunk of money unused for educational expenses into a Roth IRA down the road. “529 plans will provide the best benefit for college savings ...

  7. Grab These 3 Putnam Mutual Funds for Stellar Returns - AOL

    www.aol.com/news/grab-3-putnam-mutual-funds...

    Below, we share with you three top-ranked Putnam mutual funds, namely Putnam Small Cap Growth Fund PSGRX, Putnam Small Cap Value Fund PYSVX and Putnam Small Cap Growth Fund PSYGX. Each has earned ...

  8. Stable value fund - Wikipedia

    en.wikipedia.org/wiki/Stable_value_fund

    A stable value fund is a type of investment available in 401(k) plans and other defined contribution plans as well as some 529 or tuition assistance plans. [1] Stable value funds are often made available in these plans under a name that intends to describe the nature of the fund (such as capital preservation fund, fixed-interest fund, capital accumulation fund, principal protection fund ...

  9. Using a 529 Plan for Graduate School: Pros and Cons

    www.aol.com/finance/using-529-plan-graduate...

    What is a 529 plan? Many graduate schools and professional schools can be paid for with 529 funds, if they are deemed eligible by the U.S. Department of Education.