Blog & News
Gerard Michael
The Difference Between Smartleaf and an Optimizer
The nuts and bolts of an optimization-based rebalancing automation system.
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Gerard Michael
A Guide to Tax Management
We break it down and describe some of the challenges.
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Gerard Michael
Security Selection via the Random Feline Walk Method
Unbelievable performance from a simple stock selection approach.
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Gerard Michael
A User's Guide to Portfolio Customization
What is it and what is it good for?
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Gerard Michael
Should You Keep Your Rebalancing Automation a Secret?
It depends on what you're trying to accomplish.
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Gerard Michael
An Inside Look at Automated Rebalancing Systems
What we do and how we do it.
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Gerard Michael
The Buffett Bet and Direct Indexes
Buffett could have done even better.
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Gerard Michael
Automated Rebalancing Workflows that Work For You
How automated is automated rebalancing?
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Gerard Michael
Why We Created a Taxes Saved Report
Most tax management is mediocre. How do you demonstrate your excellence?
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Gerard Michael
A Guide to Mutual Funds vs. SMAs
SMAs are better than mutual funds for most assets. But they won’t replace mutual funds ...
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