Blog Post by Gerard Michael
Automated Rebalancing Workflows that Work For You
How automated is automated rebalancing?
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Why We Created a Taxes Saved Report
Most tax management is mediocre. How do you demonstrate your excellence?
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A Guide to Mutual Funds vs. SMAs
SMAs are better than mutual funds for most assets. But they won’t replace mutual funds ...
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Should Advisors be Investing in Bitcoin?
Our thoughts on the Bitcoin trend.
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A Guide to SMAs and UMAs
A deep dive into the history and current meaning(s) of SMA and UMA.
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Three Predictions for 2018
Next year, we’ll check back to see how we did.
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Documenting the Value of Tax Management: 2017 Taxes Saved
Our 2017 Taxes Saved numbers are in. Smartleaf clients can document that they saved their ...
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Smartleaf Taxes Saved 2017
Taxes Saved Report Shows Average Account Tax-Managed with Smartleaf Software Saved 1.6% ...
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The Best as the New Normal
How wealth management will transform and what we'll do to push that transformation
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An Index to the Smartleaf Blog
An inventory of our blog posts, organized by subject matter.
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