Documenting the Value of Tax Management: 2017 Taxes Saved
Our 2017 Taxes Saved numbers are in. Smartleaf clients can document that they saved their ...
An Index to the Smartleaf Blog
An inventory of our blog posts, organized by subject matter.
2017 in Review: Our Most Popular Blog Posts
The data is in — we look back at the year’s most popular posts.
FIFO and You
How the proposed FIFO rule would change wealth management
What We're Reading: "The Smart Financial Advisor"
Bill Martin’s new book is a practical guide to adopting a goals-based investing approach
The Three Types of Wealth Management Firms
Wealth management firms may seem similar, but they’re actually very different.
Are Your Portfolios Noisy?
60% of all return dispersion is just noise.
5 Takeaways from the Disrupt Advice Conference
Automation, New Pricing Models, APIs, and more.
Demystifying Artificial Intelligence
Everything you always wanted to know about AI, but were afraid to ask.
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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