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Gerard Michael

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    President, Co-Founder

    Blog Post by Gerard Michael

    Gerard Michael

    Why Smartleaf Isn't Right for Everyone

    We enable wealth management advisors to do a lot more for their clients. But we're not ...
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    Gerard Michael

    On Tax Day, Will You Be a Hero or a Goat?

    Are you and your clients be celebrating tax day?
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    Gerard Michael

    Direct Indexes Are Great. Direct Index SMAs Are Bad.

    Direct indexes outperform comparable ETFs on an aftertax expected basis. But direct index ...
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    Gerard Michael

    Smartleaf's Top Blog Posts of 2023

    Our top blog posts of 2023: a study on the tax efficiency of direct indexes vs comparable ...
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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

    Smartleaf Surpasses $50 Billion in AUM, Cementing Its Role as Direct Indexing and Rebalancing Leader

    Smartleaf announced its total assets under management have now exceeded $50 billion. This ...
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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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