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  2. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    Putnam Investments. Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. [2] As one of the oldest mutual fund complexes in the United States, Putnam has over $ 183 billion in assets under management, 79 ...

  3. 401(k) Rules You Need to Know - AOL

    www.aol.com/2012/10/08/401k-rules-you-need-to-know

    The key advantage that 401 (k)s give workers is the extremely large amount that you're allowed to contribute each year. For 2012, the rules allow you to put as much as $17,000 into your account ...

  4. The 7 Best Fidelity ETFs Tactical Investors Should Buy Now

    www.aol.com/news/7-best-fidelity-etfs-tactical...

    Expense ratio: 0.29% per year, or $29 on a $10,000 investment 7 Best of the Best Fidelity Funds to Buy Source: Shutterstock Amid coronavirus commotion, stocks are languishing in March,...

  5. Best Mutual Funds To Invest In Now: 12 Top Performers

    www.aol.com/finance/best-mutual-funds-invest-now...

    This fund from Putnam focuses on value stocks with the potential for capital growth, income or both. Most of the fund’s investments are U.S. common stocks. Major holdings include Microsoft,...

  6. 15 Hidden Fees To Watch Out for in Retirement - aol.com

    www.aol.com/finance/15-hidden-fees-watch...

    Watch out for these 15 hidden fees so you can avoid wasting your money in retirement. FG Trade / Getty Images. 1. Advisory Fees. While financial advisors need to eat and pay rent just like anyone ...

  7. 2003 mutual fund scandal - Wikipedia

    en.wikipedia.org/wiki/2003_mutual_fund_scandal

    In a later settlement, Baxter and Pilgrim agreed to “pay $80 million – $60 million in disgorgement and $20 million in civil penalties.”. On December 18, 2003, the SEC “announced an enforcement action against Alliance Capital Management L.P. (Alliance Capital) for defrauding mutual fund investors. The SEC ordered Alliance Capital to pay ...

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