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    index

    An Index to Smartleaf's Top Blog Posts

    Our most popular posts, organized by subject matter.

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    news
    cb0564_d01f9075112c419896ec545cb8111c3e_mv2

    Smartleaf Powers High Service, High Growth Strategy for Altium Wealth

    May 20, 2019

    Smartleaf technology enables Altium to bring ultra-high net worth portfolio operations in-house and deliver highly customized, tax-optimized solutions at scale.

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    blog
    TL 117

    Gains Deferral: The Core of Tax Management

    May 16, 2019

    Loss harvesting gets all the attention, but it's gains deferral that does most of the work.

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    blog
    TaxLossHarvestingMatters

    Why Tax Loss Harvesting Really Matters

    May 01, 2019

    We address common objections to loss harvesting

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    blog
    TL115_Householding

    Automated Household-Level Rebalancing

    April 17, 2019

    Managing multiple accounts to a single target in a tax-optimized manner

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    news
    114AprilFools

    Smartleaf Announces the Release of NexGen Social Screens

    April 01, 2019

    Smartleaf expands its social screen list in response to evolving investor demands

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    blog
    Sleeve Video #2

    Video: The Downside of Sleeves

    March 27, 2019

    Sleeves are expensive, bad for tax management and, in the presence of customization and tax management, not useful for reporting

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    blog
    TL112 Unwrapping-1

    Why Not Direct Indexes?

    March 13, 2019

    A look at common objections to direct indexing

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    blog
    Video_ Portfolio Customization 2 (3)

    Smartleaf Demo: Automated Customized Trades

    February 27, 2019

    An account-level look at customized trades within the Smartleaf system

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    blog
    Asset 1.jpg

    Demystifying Artificial Intelligence

    February 21, 2019

    Everything you always wanted to know about AI, but were afraid to ask.

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    blog
    E2 TL #110 Cost-Benefit

    An Inside Look at Cost-Benefit Rebalancing

    February 13, 2019

    How cost-benefit scores and cost-benefit rebalancing work.

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