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TL 117

Gains Deferral: The Core of Tax Management

May 16, 2019

Loss harvesting gets all the attention, but it's gains deferral that does most of the work.

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TaxLossHarvestingMatters

Why Tax Loss Harvesting Really Matters

May 01, 2019

We address common objections to loss harvesting

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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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news
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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blog
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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blog
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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blog
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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blog
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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