Blog Post by Gerard Michael
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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Jack Bogle, Smartleaf, and the Low Cost Revolution
Smartleaf's foundation was built on Jack Bogle's low cost and low tax revolution.
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2018 Taxes Saved: Documenting the Value of Tax Management
How much Smartleaf users saved their clients in taxes in 2018.
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Smartleaf's Top Blog Posts of 2018
From new wealth management to sleeve-based investing, here are our top five blog posts of ...
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Happy Holidays from Smartleaf
Happy holidays from us to you and yours
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Smartleaf Demo: Rebalancing Workflow
We show you how to rebalance with the Smartleaf platform
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