Blog | Our Thinking

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An Inside Look at Cost-Benefit Rebalancing

February 13, 2019

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

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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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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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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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Happy Holidays from Smartleaf

December 20, 2018

Happy holidays from us to you and yours

videos

Smartleaf Demo: Rebalancing Workflow

December 05, 2018

We show you how to rebalance with the Smartleaf platform

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Thank You From Smartleaf (and the lobsters)

November 21, 2018

Happy Thanksgiving from all of us at Smartleaf

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To Increase Customization: Centralize

November 15, 2018

There is no trade-off between customization and scale.

tax-management

A Wealth Management Horror Story

October 31, 2018

The (not actually so scary) story of an IRS audit

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An Insider's Guide to Optimizers

October 11, 2018

How optimizers work

Our Blog

An Index to Smartleaf's Top Blog Posts

An Inside Look at Cost-Benefit Rebalancing

Jack Bogle, Smartleaf, and the Low Cost Revolution

2018 Taxes Saved: Documenting the Value of Tax Management

Smartleaf's Top Blog Posts of 2018

Happy Holidays from Smartleaf

Smartleaf Demo: Rebalancing Workflow

Thank You From Smartleaf (and the lobsters)

To Increase Customization: Centralize

A Wealth Management Horror Story

An Insider's Guide to Optimizers