Skip to content

Gerard Michael

    avatar
    President, Co-Founder

    Blog Post by Gerard Michael

    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 ...
    Start Reading
    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: Rebalancing Done Right

    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