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    Gerard Michael

    Register Today: What It Takes To Deliver Personalized and Tax-Optimized Portfolios at Scale

    Join us September 7th, 2023 at 1:00 PM ET to learn how to provide every client, of every ...
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    Gerard Michael

    Bob Veres of Inside Information: Smartleaf Made a Splash at T3 Conference

    Bob Veres of Inside Information describes Smartleaf in his summary of the Spring T3 ...
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    Gerard Michael

    Direct Indexes Are 3 to 5 Times More Tax Efficient Than ETFs

    We compare the loss harvesting efficiency of a direct index to an equivalent ETF.
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    Gerard Michael

    Smartleaf Announces GPT-5 Integration

    Smartleaf leverages GPT-5 to power its core trade analytics.
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    Gerard Michael

    2022 Taxes Saved or Deferred Report

    In 2022, the clients of Smartleaf users saved or deferred an average 3.07% in taxes.
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    Gerard Michael

    Smartleaf's Top Blog Posts of 2022

    Our top blog posts of 2022: a demo of our advisor portal, a case study on saving your ...
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    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, ...
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    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.
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    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?
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    Gerard Michael

    Can Cash Management Be Automated?

    Why cash management is a problem. Why direct indexing makes it worse. And how automation ...
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