Blog Post by Gerard Michael
Smartleaf Powers High Service, High Growth Strategy for Altium Wealth
Smartleaf technology enables Altium to bring ultra-high net worth portfolio operations ...
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Gains Deferral: The Core of Tax Management
Loss harvesting gets all the attention, but it's gains deferral that does most of the ...
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Why Tax Loss Harvesting Really Matters
We address common objections to loss harvesting
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Automated Household-Level Rebalancing
Managing multiple accounts to a single target in a tax-optimized manner
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Smartleaf Announces the Release of NexGen Social Screens
Smartleaf expands its social screen list in response to evolving investor demands
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Video: The Downside of Sleeves
Sleeves are expensive, bad for tax management and, in the presence of customization and ...
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Why Not Direct Indexes?
A look at common objections to direct indexing
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Smartleaf Demo: Automated Customized Trades
An account-level look at customized trades within the Smartleaf system
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Demystifying Artificial Intelligence
Everything you always wanted to know about AI, but were afraid to ask.
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An Inside Look at Cost-Benefit Rebalancing
How cost-benefit scores and cost-benefit rebalancing work.
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