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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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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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Happy Holidays from Smartleaf

December 20, 2018

Happy holidays from us to you and yours

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Smartleaf Demo: Rebalancing Workflow

December 05, 2018

We show you how to rebalance with the Smartleaf platform

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Thank You From Smartleaf (and the lobsters)

November 21, 2018

Happy Thanksgiving from all of us at Smartleaf

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