Blog & News
Gerard Michael
Smartleaf's Plans for 2026
What are we going to do this year? The same thing we do every year: further automate the ...
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Gerard Michael
Smartleaf's Top Blog Posts 2025
Our top blogs of 2025 by reader popularity: busting direct index “lock-up” myths, ...
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Gerard Michael
Redefining the Meaning of Automation
We've ended up in a world where nearly every rebalancing tool calls itself “automated”, ...
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Gerard Michael
Year-Round vs. Year-End Loss Harvesting
If you're just getting around to tax loss harvesting, you're doing it wrong.
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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”.
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Gerard Michael
The power of being able to rebalance at scale
Automated rebalancing will transform your business.
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Gerard Michael
Is This Any Time to Rebalance?
Yes, rebalancing makes sense, even (perhaps especially) in volatile markets.
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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 ...
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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 ...
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Gerard Michael
Centralized vs Advisor-Led Portfolio Management
It's about culture and business model, not which is better for customization.
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