Potential 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.

Related Resources
Speakers
Smith-Brian-003-2
Brian C. Smith, CFP®
Executive Director, Co-Head of the Wealth Strategies Group, Eaton Vance

Brian is responsible for managing a team focused on solutions for wealthy investors. The group works with financial advisors to implement strategies such as customized separately managed accounts, tax-loss harvesting and charitable giving. He joined Eaton Vance in 2016 and began his career in the investment management industry in 2011.

© 2021 Informa USA, Inc., All Rights Reserved | Privacy Policy | Terms of Service