Blog Post by Gerard Michael
Everything you’ve always wanted to know about householding*
*But were afraid to ask.
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Smartleaf's Plans for 2026
What are we going to do this year? The same thing we do every year: further automate the ...
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Smartleaf's Top Blog Posts 2025
Our top blogs of 2025 by reader popularity: busting direct index “lock-up” myths, ...
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Redefining the Meaning of Automation
We've ended up in a world where nearly every rebalancing tool calls itself “automated”, ...
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Year-Round vs. Year-End Loss Harvesting
If you're just getting around to tax loss harvesting, you're doing it wrong.
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From our mailbox: how we address concerns about direct index lock up
A correspondent asks how we address concerns about direct indexes becoming “ossified”.
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Case Study: How Cheetah + Smartleaf deliver better service at scale for Peak Trust and its clients
The Challenge: Manual processes, system inefficiencies The Solution: Choosing Cheetah and ...
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The power of being able to rebalance at scale
Automated rebalancing will transform your business.
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Is This Any Time to Rebalance?
Yes, rebalancing makes sense, even (perhaps especially) in volatile markets.
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Smartleaf announces the release of SLLLM 2.0, a fully autonomous AI-powered wealth advisor
Going beyond investment advice, SLLLM 2.0 acts as a sympathetic wealth advisory guide, ...
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