Blog Post by Gerard Michael
Smartleaf announces the release of SLLLM 2.0, a fully autonomous AI-powered wealth advisor
Going beyond investment advice, SLLLM 2.0 acts as a sympathetic wealth advisory guide, ...
Start Reading
2024 Taxes Saved or Deferred Report
In 2024, the clients of Smartleaf users saved or deferred an average 2.13% in taxes.
Start Reading
Smartleaf's Top Blog Posts of 2024
Our top blogs of 2024 by reader popularity: sleeves are bad, direct indexes make sense ...
Start Reading
Go sleeveless or go home
Sleeves destroy value by lowering risk-adjusted after-tax returns. They also increase ...
Start Reading
From Smartleaf's Knowledge Center: Automated Rebalancing
We share another extract from our Knowledge Center, answering questions on automated ...
Start Reading
Yes, Direct Indexes Make Sense for Investors Worth Less Than $1mm and Over $5m
We respond to a post by Brent Sullivan of The Tax Alpha Insider reporting common ...
Start Reading
From Smartleaf's Knowledge Center: Direct Indexing
We share an extract from our Knowledge Center. Is managing direct indexes a lot harder ...
Start Reading
Hot Takes! All The Ways You’re Doing Portfolio Management Wrong.
Smartleaf's 2024 T3 conference presentation, together with a review by Bob Veres of ...
Start Reading
Zoe Financial selects Smartleaf for Personalized, Tax-Optimized Rebalancing
Centralized vs Advisor-Led Portfolio Management
It's about culture and business model, not which is better for customization.
Start Reading