Blog Post by 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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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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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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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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Can Cash Management Be Automated?
Why cash management is a problem. Why direct indexing makes it worse. And how automation ...
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[Demo Video] Smartleaf's Advisor Portal
A six minute demo of Smartleaf's Advisor Portal.
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Smartleaf: Rebalancing Done Right
An overview of what we do, how we do it, and what makes us different.
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Direct Indexing FAQ
A Q&A on direct indexing
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Three Types of Wealth Management Firms
Wealth management firms differ in their core value proposition. This is an updated ...
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How to Manage Complex Portfolios at Scale
Reimagining and reengineering how portfolios are rebalanced. This is a revised version of ...
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