Blog & News
Gerard Michael
2018 Taxes Saved: Documenting the Value of Tax Management
How much Smartleaf users saved their clients in taxes in 2018.
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Gerard Michael
Smartleaf's Top Blog Posts of 2018
From new wealth management to sleeve-based investing, here are our top five blog posts of ...
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Gerard Michael
Happy Holidays from Smartleaf
Happy holidays from us to you and yours
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Gerard Michael
Smartleaf Demo: Rebalancing Workflow
We show you how to rebalance with the Smartleaf platform
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Gerard Michael
Thank You From Smartleaf (and the lobsters)
Happy Thanksgiving from all of us at Smartleaf
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Gerard Michael
To Increase Customization: Centralize
There is no trade-off between customization and scale.
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Gerard Michael
A Wealth Management Horror Story (Original)
The (not actually so scary) story of an IRS audit
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Gerard Michael
Video: The Sleeves Conundrum
Sleeves were created for one purpose, but now they’re used for another. It’s not a good ...
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Gerard Michael
Webinar: Old vs. New Wealth Management
Smartleaf and Windham Labs discuss the future of wealth management in a webinar
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Gerard Michael
An Insider's Guide to Optimizers
How optimizers work
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