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    Our Blog

    index

    An Index to Smartleaf's Top Blog Posts

    Our most popular posts, organized by subject matter.

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    blog
    JackBogle_Smartleaf_andtheLowCostRevolution

    Jack Bogle, Smartleaf, and the Low Cost Revolution

    January 31, 2019

    Smartleaf's foundation was built on Jack Bogle's low cost and low tax revolution.

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    blog
    TL Taxes Saved 2018

    2018 Taxes Saved: Documenting the Value of Tax Management

    January 16, 2019

    How much Smartleaf users saved their clients in taxes in 2018.

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    blog
    2018 Top Posts Final

    Smartleaf's Top Blog Posts of 2018

    January 02, 2019

    From new wealth management to sleeve-based investing, here are our top five blog posts of 2018.

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    blog
    usethisone

    Happy Holidays from Smartleaf

    December 20, 2018

    Happy holidays from us to you and yours

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    videos
    Rebalancing-Workflow

    Smartleaf Demo: Rebalancing Workflow

    December 05, 2018

    We show you how to rebalance with the Smartleaf platform

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    blog
    Thanksgiving 2017.png

    Thank You From Smartleaf (and the lobsters)

    November 21, 2018

    Happy Thanksgiving from all of us at Smartleaf

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    blog
    To increase customization: centralize

    To Increase Customization: Centralize

    November 15, 2018

    There is no trade-off between customization and scale.

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    tax-management
    REAL halloween blog

    A Wealth Management Horror Story

    October 31, 2018

    The (not actually so scary) story of an IRS audit

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    videos
    Sleeve Video #1 image

    Video: The Sleeves Conundrum

    October 25, 2018

    Sleeves were created for one purpose, but now they’re used for another. It’s not a good idea.

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    videos
    Webinar Image-2

    Webinar: Old vs. New Wealth Management

    October 18, 2018

    Smartleaf and Windham Labs discuss the future of wealth management in a webinar

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