Blog
Gerard Michael
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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Gerard Michael
An Index to the Smartleaf Blog
An inventory of our blog posts, organized by subject matter.
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Gerard Michael
2017 in Review: Our Most Popular Blog Posts
The data is in — we look back at the year’s most popular posts.
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Gerard Michael
FIFO and You
How the proposed FIFO rule would change wealth management
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Gerard Michael
What We're Reading: "The Smart Financial Advisor"
Bill Martin’s new book is a practical guide to adopting a goals-based investing approach
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Gerard Michael
The Three Types of Wealth Management Firms
Wealth management firms may seem similar, but they’re actually very different.
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Gerard Michael
Are Your Portfolios Noisy?
60% of all return dispersion is just noise.
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Gerard Michael
5 Takeaways from the Disrupt Advice Conference
Automation, New Pricing Models, APIs, and more.
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Gerard Michael
Demystifying Artificial Intelligence
Everything you always wanted to know about AI, but were afraid to ask.
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Gerard Michael
Christmas in July
It’s Christmas in July! Well, it’s July 25th, which a few intrepid souls have taken as an ...
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