Resources
Gerard Michael
Smartleaf Launches New Low Cost Direct Indexes with Alpha Vee Partnership
Smartleaf partners with Alpha Vee to provide direct index models to Smartleaf’s clients ...
Start Reading
Gerard Michael
Smartleaf Launches New Direct Indexes with IDX Insights Partnership
Smartleaf partners with IDX Insights to deliver a broad range of direct index models to ...
Start Reading
Gerard Michael
Mutual Funds and ETFs Are Dead
$0 stock commissions are another nail in the coffin of mutual funds and ETFs
Start Reading
Gerard Michael
Why Not Direct Indexes?
A look at common objections to direct indexing
Start Reading
Gerard Michael
Video: Direct Indexes Are Better Than ETFs
Direct Indexes are customizable and outperform ETFs on an expected after-tax basis.
Start Reading
Gerard Michael
The Buffett Bet and Direct Indexes
Buffett could have done even better.
Start Reading
Gerard Michael
Direct Indexes: Cheaper than ETFs?
Direct Indexes are less expensive than ETFs to launch and maintain.
Start Reading
Gerard Michael
Direct Indexes Are Better Than ETFs
ETFs and index funds outperform most actively managed investments. That's impressive, but ...
Start Reading
Categories
Blog
Automated Rebalancing
Industry Commentary
Tax Management
Wealth Management
Video
News
Studies and Client Stories
Portfolio Customization
Direct Indexes
Sleeve Based Investing
Householding
Terminology Guide
SMAs
Social Investing
Artificial Intelligence
Compliance
Q&A
Robos
Backtest Results
Blog Index
Mutual Funds
UMAs