Blog & News
Gerard Michael
Redefining the Meaning of Automation
We've ended up in a world where nearly every rebalancing tool calls itself “automated”, ...
Start Reading
Gerard Michael
Year-Round vs. Year-End Loss Harvesting
If you're just getting around to tax loss harvesting, you're doing it wrong.
Start Reading
Gerard Michael
From our mailbox: how we address concerns about direct index lock up
A correspondent asks how we address concerns about direct indexes becoming “ossified”.
Start Reading
Gerard Michael
The power of being able to rebalance at scale
Automated rebalancing will transform your business.
Start Reading
Gerard Michael
Is This Any Time to Rebalance?
Yes, rebalancing makes sense, even (perhaps especially) in volatile markets.
Start Reading
Gerard Michael
Yes, Direct Indexes Make Sense for Investors Worth Less Than $1mm and Over $5m
We respond to a post by Brent Sullivan of The Tax Alpha Insider reporting common ...
Start Reading
Gerard Michael
Hot Takes! All The Ways You’re Doing Portfolio Management Wrong.
Smartleaf's 2024 T3 conference presentation, together with a review by Bob Veres of ...
Start Reading
Gerard Michael
Centralized vs Advisor-Led Portfolio Management
It's about culture and business model, not which is better for customization.
Start Reading
Gerard Michael
On Tax Day Will You Be a Hero or a Goat?
Are you and your clients be celebrating tax day?
Start Reading
Gerard Michael
Three Types of Wealth Management Firms
Wealth management firms differ in their core value proposition. This is an updated ...
Start Reading
All Direct Indexing How Automated Rebalancing Works The Implications of Automated Rebalancing Choosing a Rebalancing System Industry Commentary About Smartleaf and Smartleaf Clients Smartleaf News and Announcements Total Portfolio vs Sleeves Tax Management Householding Customization and ESG Business Growth Video Resources Holiday Posts