Blog Post by Gerard Michael
How To Keep The Tax Tail From Wagging The Investment Dog
The defense in depth we use to prevent tax management from eroding investment strategies.
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Smartleaf: The Preferred Rebalancing System of AI Agents
In a recent survey, four out of five portfolio-management agents that made rebalancing ...
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2025 Taxes Saved or Deferred Report
In 2025, the clients of Smartleaf users saved or deferred an average 2.72% in taxes.
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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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