Blog & News
Gerard Michael
A Q&A On Portfolio Rebalancing With Craig Izkowitz
A Q&A with Craig Izkowitz of the Ezra Group and Smartleaf President, Jerry Michael, ...
Start Reading
Gerard Michael
Year-Round vs. Year-End Loss Harvesting
Year-round tax loss harvesting is up to twice as effective as year-end loss harvesting.
Start Reading
Gerard Michael
Case Study: Altium Wealth Management Saved 68% of Their Clients More in Taxes Than Their Clients Paid in Fees.
What if you could demonstrably save your clients more in taxes than you charge in fees?
Start Reading
Gerard Michael
Can Cash Management Be Automated?
Why cash management is a problem. Why direct indexing makes it worse. And how automation ...
Start Reading
Gerard Michael
[Demo Video] Smartleaf's Advisor Portal
A six minute demo of Smartleaf's Advisor Portal.
Start Reading
Gerard Michael
Smartleaf: Personalized & Tax-Optimized Portfolios Made Simple
An overview of what we do, how we do it, and what makes us different.
Start Reading
Gerard Michael
Direct Indexing FAQ
A Q&A on direct indexing
Start Reading
Gerard Michael
Three Types of Wealth Management Firms
Wealth management firms differ in their core value proposition. This is an updated ...
Start Reading
Gerard Michael
How to Manage Complex Portfolios at Scale
Reimagining and reengineering how portfolios are rebalanced. This is a revised version of ...
Start Reading
Gerard Michael
Introducing SAGA™: Smartleaf’s AI-Powered Trade Explainer
Smartleaf announces the release of a SAGA™, a groundbreaking AI-powered system for ...
Start Reading
All Direct Indexing How Automated Rebalancing Works The Implications of Automated Rebalancing Choosing a Rebalancing System Industry Commentary About Smartleaf and Smartleaf Clients Smartleaf News and Announcements Total Portfolio vs Sleeves Tax Management Householding Customization and ESG Business Growth Video Resources Holiday Posts