Blog Post by Gerard Michael
Q&A: Robo SMAs Will Replace Mutual Funds
A follow up to last week's post.
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Robo SMAs will Replace Mutual Funds
Robo technology is not a threat to advisors. It's a threat to mutual funds.
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The Difference Between Smartleaf and an Optimizer
The nuts and bolts of an optimization-based rebalancing automation system.
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A Guide to Tax Management
We break it down and describe some of the challenges.
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Security Selection via the Random Feline Walk Method
Unbelievable performance from a simple stock selection approach.
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A User's Guide to Portfolio Customization
What is it and what is it good for?
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Should You Keep Your Rebalancing Automation a Secret?
It depends on what you're trying to accomplish.
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An Inside Look at Automated Rebalancing Systems
What we do and how we do it.
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The Buffett Bet and Direct Indexes
Buffett could have done even better.
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Automated Rebalancing Workflows that Work For You
How automated is automated rebalancing?
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