Trump Win Boosts Insurers, Ratchets Up Expectations for Deals

Published on November 6, 2024

The new administration is likely to pull back on Biden-era measures affecting health insurers, drug prices and public-health leadership.

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Market Volatility Tied to Elections Can Be a Friend or Foe

November 6, 2024
Stock prices tend to reward investors who stick with their long-term strategy during turbulent periods.      Related StoriesWhere to Find 4 Types of Wealthy ClientsOctober Broke RIA Deal Record: DeVoe15 New Retirement, Tax Numbers to Know for 2025

Potential Benefits of Tax-Loss Harvesting and Direct Indexing

November 6, 2024
Brian C. Smith, executive director with Eaton Vance, explains the benefits of tax loss harvesting through direct indexing.