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    Our Blog

    index

    An Index to Smartleaf's Top Blog Posts

    Our most popular posts, organized by subject matter.

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    TL115_Householding

    Automated Household-Level Rebalancing

    April 17, 2019

    Managing multiple accounts to a single target in a tax-optimized manner

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    news
    114AprilFools

    Smartleaf Announces the Release of NexGen Social Screens

    April 01, 2019

    Smartleaf expands its social screen list in response to evolving investor demands

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    blog
    Sleeve Video #2

    Video: The Downside of Sleeves

    March 27, 2019

    Sleeves are expensive, bad for tax management and, in the presence of customization and tax management, not useful for reporting

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    blog
    TL112 Unwrapping-1

    Why Not Direct Indexes?

    March 13, 2019

    A look at common objections to direct indexing

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    blog
    Video_ Portfolio Customization 2 (3)

    Smartleaf Demo: Automated Customized Trades

    February 27, 2019

    An account-level look at customized trades within the Smartleaf system

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    blog
    Asset 1.jpg

    Demystifying Artificial Intelligence

    February 21, 2019

    Everything you always wanted to know about AI, but were afraid to ask.

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    blog
    E2 TL #110 Cost-Benefit

    An Inside Look at Cost-Benefit Rebalancing

    February 13, 2019

    How cost-benefit scores and cost-benefit rebalancing work.

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    blog
    JackBogle_Smartleaf_andtheLowCostRevolution

    Jack Bogle, Smartleaf, and the Low Cost Revolution

    January 31, 2019

    Smartleaf's foundation was built on Jack Bogle's low cost and low tax revolution.

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    blog
    TL Taxes Saved 2018

    2018 Taxes Saved: Documenting the Value of Tax Management

    January 16, 2019

    How much Smartleaf users saved their clients in taxes in 2018.

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    blog
    2018 Top Posts Final

    Smartleaf's Top Blog Posts of 2018

    January 02, 2019

    From new wealth management to sleeve-based investing, here are our top five blog posts of 2018.

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