A video animation of portfolio management using the Smartleaf system
A comparison of strengths and weaknesses
Loss harvesting gets all the attention, but it's gains deferral that does most of the work.
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We address common objections to loss harvesting
Managing multiple accounts to a single target in a tax-optimized manner
Smartleaf expands its social screen list in response to evolving investor demands
Sleeves are expensive, bad for tax management and, in the presence of customization and tax management, not useful for reporting
An account-level look at customized trades within the Smartleaf system
Everything you always wanted to know about AI, but were afraid to ask.
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