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Potential Benefits of Tax-Loss Harvesting and Direct IndexingPotential Benefits of Tax-Loss Harvesting and Direct Indexing

Brian C. Smith, executive director with Eaton Vance, explains the benefits of tax loss harvesting through direct indexing.

November 6, 2024

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Tax-loss harvesting and direct indexing can be valuable tools for investors seeking to enhance their portfolio returns and minimize their tax liabilities. In this video, Brian C. Smith explains the potential benefits of these strategies for investors to make informed decisions about their investment approach.