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TL115_Householding

Automated Household-Level Rebalancing

April 17, 2019

Managing multiple accounts to a single target in a tax-optimized manner

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114AprilFools

Smartleaf Announces the Release of NexGen Social Screens

April 01, 2019

Smartleaf expands its social screen list in response to evolving investor demands

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Sleeve Video #2

Video: The Downside of Sleeves

March 27, 2019

Sleeves are expensive, bad for tax management and, in the presence of customization and tax management, not useful for reporting

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TL112 Unwrapping-1

Why Not Direct Indexes?

March 13, 2019

A look at common objections to direct indexing

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Video_ Portfolio Customization 2 (3)

Smartleaf Demo: Automated Customized Trades

February 27, 2019

An account-level look at customized trades within the Smartleaf system

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Asset 1.jpg

Demystifying Artificial Intelligence

February 21, 2019

Everything you always wanted to know about AI, but were afraid to ask.

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E2 TL #110 Cost-Benefit

An Inside Look at Cost-Benefit Rebalancing

February 13, 2019

How cost-benefit scores and cost-benefit rebalancing work.

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JackBogle_Smartleaf_andtheLowCostRevolution

Jack Bogle, Smartleaf, and the Low Cost Revolution

January 31, 2019

Smartleaf's foundation was built on Jack Bogle's low cost and low tax revolution.

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TL Taxes Saved 2018

2018 Taxes Saved: Documenting the Value of Tax Management

January 16, 2019

How much Smartleaf users saved their clients in taxes in 2018.

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2018 Top Posts Final

Smartleaf's Top Blog Posts of 2018

January 02, 2019

From new wealth management to sleeve-based investing, here are our top five blog posts of 2018.

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