https://www.smartleafam.com/how-all-client-portfolios-will-be-managed-in-10-years-replay-videohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/tarlie_martin_headshot.jpegtarliemartinheadshottarliemartinheadshot2024-04-16https://www.smartleafam.com/schedule-an-introductory-callhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/taxes-saved-icon.pngtaxessavedicontaxessavediconhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/household-icon.pnghouseholdiconhouseholdiconhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Asset%2037.pngAsset37Asset37https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Asset%2036.pngAsset36Asset36https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Artboard%2020_1.pngArtboard201Artboard201https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Non%20Sleeved%20Accounts.pngNonSleevedAccountsNonSleevedAccounts2024-10-15https://www.smartleafam.com/how-all-client-portfolios-will-be-managed-in-10-years-replay-lp2024-04-16https://www.smartleafam.com/news/praise-of-revolutionhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/AdobeStock_169182555.jpegAdobeStock169182555AdobeStock169182555https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2023-08-31https://www.smartleafam.com/news/direct-indexes-are-great-direct-index-smas-are-badhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/iStock-1249761745-2.jpgiStock12497617452iStock12497617452https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202022-07-19%20at%2012_55_14%20PM-May-19-2023-07-16-02-8079-PM.pngScreenShot20220719at125514PMMay1920230716028079PMScreenShot20220719at125514PMMay1920230716028079PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/DIareGoodDISMAsareBad-preview.pngDIareGoodDISMAsareBadpreviewDIareGoodDISMAsareBadpreviewhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Big-fish-eats-little-fish-1.jpgBigfisheatslittlefish1Bigfisheatslittlefish1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2024-07-26https://www.smartleafam.com/news/hyper-personalized-index-solutions-at-scale-webinar-recordinghttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/3-1.png3131https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/640x400%20webinar-banner.jpg640x400webinarbanner640x400webinarbannerhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/2-3.png2323https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Webinar%20Banners%20(320%20x%20200%20px)%20(640%20x%20400%20px).pngSAMWebinarBanners320x200px640x400pxSAMWebinarBanners320x200px640x400px2024-05-23https://www.smartleafam.com/subscribe-to-sam-news2023-05-23https://www.smartleafam.com/news/sam-announces-collaboration-with-principal-yieldx-stock-bond-direct-indexeshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Webinar%20Banners%20(640%20%C3%97%20400%20px).jpgSAMWebinarBanners640400pxSAMWebinarBanners640400pxhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/11-1.png111111https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Principal%20Logo.jpegPrincipalLogoPrincipalLogohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/6.png66https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/featured-image.jpgfeaturedimagefeaturedimagehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2023-09-06https://www.smartleafam.com/news/sam-announces-asset-manager-partnership-program-ampphttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/featured-image.jpgfeaturedimagefeaturedimagehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Blue%20Leaf%20Banner-1.pngBlueLeafBanner1BlueLeafBanner1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/6.png66https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/640%20%C3%97%20400%20for%20Featured%20Images-3.jpg640400forFeaturedImages3640400forFeaturedImages3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Webinar%20Banners-33-1.jpegSAMWebinarBanners331SAMWebinarBanners3312024-01-09https://www.smartleafam.com/news/guide-to-tax-managementhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/AdobeStock_107555161.jpegAdobeStock107555161AdobeStock107555161https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_187295205-2.jpegAdobeStock1872952052AdobeStock1872952052https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Blue%20Leaf%20Banner-1.pngBlueLeafBanner1BlueLeafBanner1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2023-08-31https://www.smartleafam.com/news/webinar-recording-how-tech-overcomes-three-major-challenges-to-portfolio-personalizationhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTLhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/SAM%20Webinar%20Banners-23-1.pngSAMWebinarBanners231SAMWebinarBanners231https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Blue%20Leaf%20Banner-1.pngBlueLeafBanner1BlueLeafBanner1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Webinar%20Banners%20(640%20%C3%97%20400%20px).jpgSAMWebinarBanners640400pxSAMWebinarBanners640400pxhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/featured-image.jpgfeaturedimagefeaturedimagehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/a1aee1a9-94c4-400f-98d3-6d801c798452.pnga1aee1a994c4400f98d36d801c798452a1aee1a994c4400f98d36d801c7984522023-09-06https://www.smartleafam.com/our-servicehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Artboard%2020_1.pngArtboard201Artboard201https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/household-icon.pnghouseholdiconhouseholdiconhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Asset%2036.pngAsset36Asset36https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/taxes-saved-icon.pngtaxessavedicontaxessavediconhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Non%20Sleeved%20Accounts.pngNonSleevedAccountsNonSleevedAccountshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Asset%2037.pngAsset37Asset37https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/taxes%20saved%20report%20laptop%20mockup.pngtaxessavedreportlaptopmockuptaxessavedreportlaptopmockup2023-05-23https://www.smartleafam.com/news/sam-announces-support-for-householding-enabling-advisors-to-outsource-personalized-tax-optimized-portfolio-management-at-the-household-levelhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Untitled%20design%20(4)-2.pngUntitleddesign42Untitleddesign42https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/640%20%C3%97%20400%20for%20Featured%20Images-3.jpg640400forFeaturedImages3640400forFeaturedImages3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Webinar%20Banners%20(640%20%C3%97%20400%20px).jpgSAMWebinarBanners640400pxSAMWebinarBanners640400pxhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTLhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2024-10-24https://www.smartleafam.com/privacy-notice2023-05-19https://www.smartleafam.com/news/web-recording/principal/samhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/2-3.png2323https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/3-1.png3131https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Webinar%20Banners%20(320%20x%20200%20px)%20(640%20x%20400%20px).pngSAMWebinarBanners320x200px640x400pxSAMWebinarBanners320x200px640x400pxhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/6.png66https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/poster.jpegposterposter2023-09-06https://www.smartleafam.com/about-ushttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/cutrell_headshot.jpegcutrellheadshotcutrellheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Bob_square%20(1).jpgBobsquare1Bobsquare1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Stefan%20Headshot%202.jpegStefanHeadshot2StefanHeadshot2https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Headshots%20in%20Circle%20Frames%20for%20SLS%20Agenda%20Webpage%20(2)-2.pngHeadshotsinCircleFramesforSLSAgendaWebpage22HeadshotsinCircleFramesforSLSAgendaWebpage22https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Mo%20Headshot.jpegMoHeadshotMoHeadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/WeiZhangPic.jpgWeiZhangPicWeiZhangPichttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Diana_Headshot_Final.jpgDianaHeadshotFinalDianaHeadshotFinalhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Annas%20Headshot.jpegAnnasHeadshotAnnasHeadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/robey.pngrobeyrobeyhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Dan%20Ritter%20Headshot.jpegDanRitterHeadshotDanRitterHeadshot2026-02-05https://www.smartleafam.com/news/a-webinar-on-direct-indexinghttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/MorningstarSAM-Webinar-1-3.pngMorningstarSAMWebinar13MorningstarSAMWebinar13https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/2-3.png2323https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/1-4.png1414https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM-Top-Blogs-2023.jpgSAMTopBlogs2023SAMTopBlogs2023https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM-ETSoD-2023.jpgSAMETSoD2023SAMETSoD20232023-05-24https://www.smartleafam.com/news/sam-aumhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/featured-image.jpgfeaturedimagefeaturedimagehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/640%20%C3%97%20400%20for%20Featured%20Images-3.jpg640400forFeaturedImages3640400forFeaturedImages3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Blue%20Leaf%20Banner-1.pngBlueLeafBanner1BlueLeafBanner1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Principal%20Logo.jpegPrincipalLogoPrincipalLogo2023-08-31https://www.smartleafam.com/news/2022-taxes-saved-or-deferred-reporthttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/AdobeStock_99885382.jpegAdobeStock99885382AdobeStock99885382https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/SAMTaxesSavedorDeferredReportImage-3.jpgSAMTaxesSavedorDeferredReportImage3SAMTaxesSavedorDeferredReportImage3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_137730609-3.jpegAdobeStock1377306093AdobeStock1377306093https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM-ETSoD-2023.jpgSAMETSoD2023SAMETSoD20232023-09-06https://www.smartleafam.com/news/direct-index-domino-effecthttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Big-fish-eats-little-fish-1.jpgBigfisheatslittlefish1Bigfisheatslittlefish1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202022-07-19%20at%2012_55_14%20PM-May-19-2023-07-16-02-8079-PM.pngScreenShot20220719at125514PMMay1920230716028079PMScreenShot20220719at125514PMMay1920230716028079PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/AdobeStock_99885382.jpegAdobeStock99885382AdobeStock99885382https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/iStock-1249761745-2.jpgiStock12497617452iStock124976174522023-08-31https://www.smartleafam.com/news/advisor-customization-portal-demohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM-Top-Blogs-2023.jpgSAMTopBlogs2023SAMTopBlogs2023https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202023-02-21%20at%2012_04_28%20PM-May-19-2023-07-15-16-1999-PM.pngScreenShot20230221at120428PMMay1920230715161999PMScreenShot20230221at120428PMMay1920230715161999PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Blue%20Leaf%20Banner-1.pngBlueLeafBanner1BlueLeafBanner12023-08-31https://www.smartleafam.com/news/transcriptdirectindexinghttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image3-1-May-19-2023-07-17-07-2616-PM.pngimage31May1920230717072616PMimage31May1920230717072616PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image9-May-19-2023-07-17-09-8489-PM.pngimage9May1920230717098489PMimage9May1920230717098489PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image14-1-1.pngimage1411image1411https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/AdobeStock_99885382.jpegAdobeStock99885382AdobeStock99885382https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image8-May-19-2023-07-17-01-6208-PM.pngimage8May1920230717016208PMimage8May1920230717016208PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image4-May-19-2023-07-16-47-2427-PM.pngimage4May1920230716472427PMimage4May1920230716472427PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image2.pngimage2image2https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image6-May-19-2023-07-16-47-8321-PM.pngimage6May1920230716478321PMimage6May1920230716478321PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image17-May-19-2023-07-17-10-1680-PM.pngimage17May1920230717101680PMimage17May1920230717101680PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image1-1.pngimage11image11https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image5-3.pngimage53image53https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image15-1-3.pngimage1513image1513https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image10-2.pngimage102image102https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Big-fish-eats-little-fish-1.jpgBigfisheatslittlefish1Bigfisheatslittlefish1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image16-1-4.pngimage1614image1614https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image19-1.pngimage191image191https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_137730609-3.jpegAdobeStock1377306093AdobeStock1377306093https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image13-3.pngimage133image133https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_271770642.jpegAdobeStock271770642AdobeStock271770642https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image11-1.pngimage111image111https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/image12-1.pngimage121image1212023-05-23https://www.smartleafam.com/news/morningstarhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202021-06-07%20at%209_44_38%20AM-1.pngScreenShot20210607at94438AM1ScreenShot20210607at94438AM1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Green%20Arrow-2.jpegGreenArrow2GreenArrow2https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_137730609-3.jpegAdobeStock1377306093AdobeStock1377306093https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Morningstar%2c_Inc--Logo-wine.pngMorningstarIncLogowineMorningstarIncLogowine2023-09-06https://www.smartleafam.com/direct-index-models-form2023-11-28https://www.smartleafam.com/news/primer-on-direct-indexinghttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202021-06-07%20at%209_44_38%20AM-1.pngScreenShot20210607at94438AM1ScreenShot20210607at94438AM1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/DIareGoodDISMAsareBad-preview.pngDIareGoodDISMAsareBadpreviewDIareGoodDISMAsareBadpreviewhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_271770642.jpegAdobeStock271770642AdobeStock271770642https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/How-Outsourcing-Changes-Advisor-Role-1.pngHowOutsourcingChangesAdvisorRole1HowOutsourcingChangesAdvisorRole12023-05-22https://www.smartleafam.com/news/why-all-the-direct-index-acquisitionshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202022-07-19%20at%2012_55_14%20PM-May-19-2023-07-16-02-8079-PM.pngScreenShot20220719at125514PMMay1920230716028079PMScreenShot20220719at125514PMMay1920230716028079PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/charts-update-01-1.pngchartsupdate011chartsupdate011https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_137730609-3.jpegAdobeStock1377306093AdobeStock1377306093https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_271770642.jpegAdobeStock271770642AdobeStock271770642https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Big-fish-eats-little-fish-1.jpgBigfisheatslittlefish1Bigfisheatslittlefish12023-08-31https://www.smartleafam.com/news/direct-indexes-as-easy-as-etfshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTLhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Big-fish-eats-little-fish-1.jpgBigfisheatslittlefish1Bigfisheatslittlefish1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Blue%20Leaf%20Banner-1.pngBlueLeafBanner1BlueLeafBanner1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_187295205-2.jpegAdobeStock1872952052AdobeStock1872952052https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2023-08-31https://www.smartleafam.com/contact-us2025-09-30https://www.smartleafam.com/direct-indexing-faq2023-05-19https://www.smartleafam.com/news/sams-top-blog-posts-of-2021https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_276764344-2.jpegAdobeStock2767643442AdobeStock2767643442https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202022-07-19%20at%2012_55_14%20PM-May-19-2023-07-16-02-8079-PM.pngScreenShot20220719at125514PMMay1920230716028079PMScreenShot20220719at125514PMMay1920230716028079PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/6.png66https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_133360826-4.jpegAdobeStock1333608264AdobeStock13336082642023-08-31https://www.smartleafam.com/news/is-outsourced-rebalancing-good-for-advisorshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_72500615-2.jpegAdobeStock725006152AdobeStock725006152https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/How-Outsourcing-Changes-Advisor-Role-1.pngHowOutsourcingChangesAdvisorRole1HowOutsourcingChangesAdvisorRole1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/OldvsNewWealthManagementPhoto.webpOldvsNewWealthManagementPhotoOldvsNewWealthManagementPhotohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202023-02-21%20at%2012_04_28%20PM-May-19-2023-07-15-16-1999-PM.pngScreenShot20230221at120428PMMay1920230715161999PMScreenShot20230221at120428PMMay1920230715161999PM2023-08-31https://www.smartleafam.com/news/old-new-wealth-managementhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202023-02-21%20at%2012_04_28%20PM-May-19-2023-07-15-16-1999-PM.pngScreenShot20230221at120428PMMay1920230715161999PMScreenShot20230221at120428PMMay1920230715161999PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_72500615-2.jpegAdobeStock725006152AdobeStock725006152https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/How-Outsourcing-Changes-Advisor-Role-1.pngHowOutsourcingChangesAdvisorRole1HowOutsourcingChangesAdvisorRole1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/OldvsNewWealthManagementPhoto.webpOldvsNewWealthManagementPhotoOldvsNewWealthManagementPhotohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2023-09-06https://www.smartleafam.com/news/why-not-direct-indexeshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202022-07-19%20at%2012_55_14%20PM-May-19-2023-07-16-02-8079-PM.pngScreenShot20220719at125514PMMay1920230716028079PMScreenShot20220719at125514PMMay1920230716028079PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Blue-Pigs-1-1.jpegBluePigs11BluePigs11https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_133360826-4.jpegAdobeStock1333608264AdobeStock1333608264https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/iStock-1249761745-2.jpgiStock12497617452iStock124976174522023-08-31https://www.smartleafam.com/direct-index-modelshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.37.46%20PM.pngScreenshot20251118at33746PMScreenshot20251118at33746PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.33.18%20PM.pngScreenshot20251118at33318PMScreenshot20251118at33318PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-26%20at%209.15.59%20AM.pngScreenshot20251126at91559AMScreenshot20251126at91559AMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.20.43%20PM.pngScreenshot20251118at32043PMScreenshot20251118at32043PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screen%20Shot%202024-11-27%20at%2012.39.31%20PM.pngScreenShot20241127at123931PMScreenShot20241127at123931PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-26%20at%209.19.02%20AM.pngScreenshot20251126at91902AMScreenshot20251126at91902AMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.30.09%20PM.pngScreenshot20251118at33009PMScreenshot20251118at33009PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-26%20at%209.17.08%20AM.pngScreenshot20251126at91708AMScreenshot20251126at91708AMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.35.19%20PM.pngScreenshot20251118at33519PMScreenshot20251118at33519PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.19.10%20PM.pngScreenshot20251118at31910PMScreenshot20251118at31910PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.25.15%20PM.pngScreenshot20251118at32515PMScreenshot20251118at32515PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Q3%202025%20DI%20Model%20Tearsheets/Screenshot%202025-11-17%20at%201.13.38%20PM.pngScreenshot20251117at11338PMScreenshot20251117at11338PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Q3%202025%20DI%20Model%20Tearsheets/Screenshot%202025-11-17%20at%201.11.20%20PM.pngScreenshot20251117at11120PMScreenshot20251117at11120PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%202.30.35%20PM.pngScreenshot20251118at23035PMScreenshot20251118at23035PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.22.12%20PM.pngScreenshot20251118at32212PMScreenshot20251118at32212PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Q3%202025%20DI%20Model%20Tearsheets/Screenshot%202025-11-17%20at%201.08.44%20PM.pngScreenshot20251117at10844PMScreenshot20251117at10844PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.29.14%20PM.pngScreenshot20251118at32914PMScreenshot20251118at32914PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.27.28%20PM.pngScreenshot20251118at32728PMScreenshot20251118at32728PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-26%20at%209.18.03%20AM.pngScreenshot20251126at91803AMScreenshot20251126at91803AMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.24.03%20PM.pngScreenshot20251118at32403PMScreenshot20251118at32403PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.22.56%20PM.pngScreenshot20251118at32256PMScreenshot20251118at32256PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.26.20%20PM.pngScreenshot20251118at32620PMScreenshot20251118at32620PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.28.15%20PM.pngScreenshot20251118at32815PMScreenshot20251118at32815PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-26%20at%209.14.25%20AM.pngScreenshot20251126at91425AMScreenshot20251126at91425AMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-11-18%20at%203.20.03%20PM.pngScreenshot20251118at32003PMScreenshot20251118at32003PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Q3%202025%20DI%20Model%20Tearsheets/Screenshot%202025-11-17%20at%201.09.48%20PM.pngScreenshot20251117at10948PMScreenshot20251117at10948PM2025-11-26https://www.smartleafam.com/newshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/image%20(1).pngimage1image1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/640x400%20webinar-banner.jpg640x400webinarbanner640x400webinarbannerhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/SmartleafAM%20Leaf.pngSmartleafAMLeafSmartleafAMLeafhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-03-27%20at%208.17.56%20AM.pngScreenshot20250327at81756AMScreenshot20250327at81756AMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTLhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Succulents.jpegSucculentsSucculentshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/JustAnotherTuesday.jpgJustAnotherTuesdayJustAnotherTuesdayhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL%20(3).pngSAMLogoforFeaturedImagesTL3SAMLogoforFeaturedImagesTL3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/DIareGoodDISMAsareBad-preview.pngDIareGoodDISMAsareBadpreviewDIareGoodDISMAsareBadpreviewhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL%20(2).pngSAMLogoforFeaturedImagesTL2SAMLogoforFeaturedImagesTL2https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screen%20Shot%202024-12-12%20at%2012.28.21%20PM.pngScreenShot20241212at122821PMScreenShot20241212at122821PM2024-04-19https://www.smartleafam.com/news/a-webinar-on-fintech-and-differentiated-client-experiencehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/2-3.png2323https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/1-4.png1414https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_137730609-3.jpegAdobeStock1377306093AdobeStock1377306093https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_187295205-2.jpegAdobeStock1872952052AdobeStock1872952052https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/XYZ-May-19-2023-07-17-29-7655-PM.jpgXYZMay1920230717297655PMXYZMay1920230717297655PM2023-08-31https://www.smartleafam.com/news/direct-index-faqhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_271770642.jpegAdobeStock271770642AdobeStock271770642https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_137730609-3.jpegAdobeStock1377306093AdobeStock1377306093https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_19826468.jpegAdobeStock19826468AdobeStock19826468https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/6.png662023-08-31https://www.smartleafam.com/news/sam-overviewhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/AdobeStock_107555161.jpegAdobeStock107555161AdobeStock107555161https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Big-fish-eats-little-fish-1.jpgBigfisheatslittlefish1Bigfisheatslittlefish1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Why-SmartleafAM%3F.jpgWhySmartleafAMWhySmartleafAMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/rock%20balancing.jpgrockbalancingrockbalancing2023-08-31https://www.smartleafam.com/news/sam-selected-to-providehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Screen%20Shot%202022-08-08%20at%202.20.28%20PM.pngScreenShot20220808at22028PMScreenShot20220808at22028PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Principal%20Logo.jpegPrincipalLogoPrincipalLogohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/6.png66https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/featured-image.jpgfeaturedimagefeaturedimagehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2023-08-31https://www.smartleafam.com/overview2025-07-28https://www.smartleafam.com/news/how-outsourcing-changes-the-advisor-rolehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/OldvsNewWealthManagementPhoto.webpOldvsNewWealthManagementPhotoOldvsNewWealthManagementPhotohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202023-02-21%20at%2012_04_28%20PM-May-19-2023-07-15-16-1999-PM.pngScreenShot20230221at120428PMMay1920230715161999PMScreenShot20230221at120428PMMay1920230715161999PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_72500615-2.jpegAdobeStock725006152AdobeStock725006152https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/How-Outsourcing-Changes-Advisor-Role.pngHowOutsourcingChangesAdvisorRoleHowOutsourcingChangesAdvisorRolehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/How-Outsourcing-Changes-Advisor-Role-1.pngHowOutsourcingChangesAdvisorRole1HowOutsourcingChangesAdvisorRole12024-03-07https://www.smartleafam.com/news/qa-esg-investinghttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/DIareGoodDISMAsareBad-preview.pngDIareGoodDISMAsareBadpreviewDIareGoodDISMAsareBadpreviewhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/How-Outsourcing-Changes-Advisor-Role-1.pngHowOutsourcingChangesAdvisorRole1HowOutsourcingChangesAdvisorRole1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_217261434-May-19-2023-07-17-37-7006-PM.jpegAdobeStock217261434May1920230717377006PMAdobeStock217261434May1920230717377006PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_72500615-2.jpegAdobeStock725006152AdobeStock7250061522023-08-31https://www.smartleafam.comhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20AP%20Demo%20-%20cropped.mp4/medium.jpgSAM AP Demo - croppedSAM AP Demo - croppedhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20AP%20Demo%20-%20cropped.mp4367nonohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/www.smartleafam.comhubfsBlue%20Leaf%20Banner-1-1.pngwwwsmartleafamcomhubfsBlueLeafBanner11wwwsmartleafamcomhubfsBlueLeafBanner112025-01-22https://www.smartleafam.com/news/everence-selects-samhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Blue%20Leaf%20Banner-1.pngBlueLeafBanner1BlueLeafBanner1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Principal%20Logo.jpegPrincipalLogoPrincipalLogohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/AdobeStock_293607967.jpegAdobeStock293607967AdobeStock293607967https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/everence-logo-color.svgeverencelogocoloreverencelogocolorhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2023-08-31https://www.smartleafam.com/solutions-for-rias2023-05-23https://www.smartleafam.com/news/just-another-tuesdayhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_137730609-3.jpegAdobeStock1377306093AdobeStock1377306093https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/JustAnotherTuesday.jpgJustAnotherTuesdayJustAnotherTuesdayhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/JustAnotherTuesday623.pngJustAnotherTuesday623JustAnotherTuesday623https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/640x400%20webinar-banner.jpg640x400webinarbanner640x400webinarbannerhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTLhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2025-06-23https://www.smartleafam.com/news/why-smartleafamhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Big-fish-eats-little-fish-1.jpgBigfisheatslittlefish1Bigfisheatslittlefish1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Why-SmartleafAM%3F.jpgWhySmartleafAMWhySmartleafAMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/rock%20balancing.jpgrockbalancingrockbalancinghttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_137730609-3.jpegAdobeStock1377306093AdobeStock13773060932024-05-03https://www.smartleafam.com/news/schwab-prhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/640%20%C3%97%20400%20for%20Featured%20Images-3.jpg640400forFeaturedImages3640400forFeaturedImages3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Blue%20Leaf%20Banner-1.pngBlueLeafBanner1BlueLeafBanner1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/featured-image.jpgfeaturedimagefeaturedimagehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTL2023-09-06https://www.smartleafam.com/advisor-portalhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20AP%20Demo%20-%20cropped.mp4/medium.jpgSAM AP Demo - croppedSAM AP Demo - croppedhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20AP%20Demo%20-%20cropped.mp4367nonohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/cash-1.pngcash1cash1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/strategy-2-1.pngstrategy21strategy21https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/advisor-portal-mock-6-14-1.pngadvisorportalmock6141advisorportalmock6141https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/esg-1.pngesg1esg1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/BL-ETSoDR-ex.pngBLETSoDRexBLETSoDRex2025-01-22https://www.smartleafam.com/news/wealth-advisor-interviewhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-03-27%20at%208.17.56%20AM.pngScreenshot20250327at81756AMScreenshot20250327at81756AMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTLhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Blue%20Leaf%20Banner-1.pngBlueLeafBanner1BlueLeafBanner1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL%20(3).pngSAMLogoforFeaturedImagesTL3SAMLogoforFeaturedImagesTL32025-03-27https://www.smartleafam.com/news/year-round-vs-year-end-loss-harvestinghttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Big-fish-eats-little-fish-1.jpgBigfisheatslittlefish1Bigfisheatslittlefish1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screen%20Shot%202024-12-12%20at%209.17.19%20AM.pngScreenShot20241212at91719AMScreenShot20241212at91719AMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screen%20Shot%202024-12-12%20at%209.20.25%20AM.pngScreenShot20241212at92025AMScreenShot20241212at92025AMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Blue-Pigs-1-1.jpegBluePigs11BluePigs11https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screen%20Shot%202024-12-12%20at%2012.28.21%20PM.pngScreenShot20241212at122821PMScreenShot20241212at122821PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_271770642.jpegAdobeStock271770642AdobeStock2717706422024-12-12https://www.smartleafam.com/news/sams-top-blog-posts-of-2023https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM-ETSoD-2023.jpgSAMETSoD2023SAMETSoD2023https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM-Top-Blogs-2023.jpgSAMTopBlogs2023SAMTopBlogs2023https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/SAMTaxesSavedorDeferredReportImage-3.jpgSAMTaxesSavedorDeferredReportImage3SAMTaxesSavedorDeferredReportImage32024-02-08https://www.smartleafam.com/news/portfolio-customizationhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_137730609-3.jpegAdobeStock1377306093AdobeStock1377306093https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM-ETSoD-2023.jpgSAMETSoD2023SAMETSoD2023https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202022-07-19%20at%2012_55_14%20PM-May-19-2023-07-16-02-8079-PM.pngScreenShot20220719at125514PMMay1920230716028079PMScreenShot20220719at125514PMMay1920230716028079PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/AdobeStock_99885382.jpegAdobeStock99885382AdobeStock998853822023-08-31https://www.smartleafam.com/news/introducing-sam-householdinghttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/AdobeStock_107555161.jpegAdobeStock107555161AdobeStock107555161https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM-Top-Blogs-2023.jpgSAMTopBlogs2023SAMTopBlogs2023https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/SAMTaxesSavedorDeferredReportImage-3.jpgSAMTaxesSavedorDeferredReportImage3SAMTaxesSavedorDeferredReportImage32025-02-04https://www.smartleafam.com/tax-managementhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screen%20Shot%202023-07-17%20at%203.30.53%20PM.pngScreenShot20230717at33053PMScreenShot20230717at33053PM2024-04-25https://www.smartleafam.com/news/smartleaf-asset-management-surpasses-6.75-billion-in-assets-under-managementhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/SAM-logo.jpgSAMlogoSAMlogohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/640%20%C3%97%20400%20for%20Featured%20Images-3.jpg640400forFeaturedImages3640400forFeaturedImages3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/featured-image.jpgfeaturedimagefeaturedimagehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/SmartleafAM%20Leaf.pngSmartleafAMLeafSmartleafAMLeafhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Blue%20Leaf%20Banner-1.pngBlueLeafBanner1BlueLeafBanner12025-12-04https://www.smartleafam.com/solutions-for-bank-trusts2023-06-01https://www.smartleafam.com/news/less-expensive-than-etfshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/iStock-1249761745-2.jpgiStock12497617452iStock12497617452https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Big-fish-eats-little-fish-1.jpgBigfisheatslittlefish1Bigfisheatslittlefish1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Blue-Pigs-1-1.jpegBluePigs11BluePigs11https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Screen%20Shot%202022-07-19%20at%2012_55_14%20PM-May-19-2023-07-16-02-8079-PM.pngScreenShot20220719at125514PMMay1920230716028079PMScreenShot20220719at125514PMMay1920230716028079PM2023-08-31https://www.smartleafam.com/mds2023-05-19https://www.smartleafam.com/news/how-to-implement-direct-indexeshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_133360826-4.jpegAdobeStock1333608264AdobeStock1333608264https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Green%20Arrow-2.jpegGreenArrow2GreenArrow2https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Blue-Pigs-1-1.jpegBluePigs11BluePigs11https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/iStock-1249761745-2.jpgiStock12497617452iStock124976174522023-08-31https://www.smartleafam.com/news/sam-to-sub-advise-choreo-choreo-tax-advantage-portfolioshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTLhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL-1.pngSAMLogoforFeaturedImagesTL1SAMLogoforFeaturedImagesTL1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL%20(2).pngSAMLogoforFeaturedImagesTL2SAMLogoforFeaturedImagesTL2https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL%20(3).pngSAMLogoforFeaturedImagesTL3SAMLogoforFeaturedImagesTL3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/featured-image.jpgfeaturedimagefeaturedimage2025-03-04https://www.smartleafam.com/faqs2023-05-22https://www.smartleafam.com/news/sams-top-blogs-2024https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL%20(2).pngSAMLogoforFeaturedImagesTL2SAMLogoforFeaturedImagesTL2https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_137730609-3.jpegAdobeStock1377306093AdobeStock1377306093https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM-ETSoD-2023.jpgSAMETSoD2023SAMETSoD2023https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/SAMTaxesSavedorDeferredReportImage-3.jpgSAMTaxesSavedorDeferredReportImage3SAMTaxesSavedorDeferredReportImage3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/AdobeStock_1024951744.jpegAdobeStock1024951744AdobeStock10249517442025-01-23https://www.smartleafam.com/news/qadirectindexinghttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/DIareGoodDISMAsareBad-preview.pngDIareGoodDISMAsareBadpreviewDIareGoodDISMAsareBadpreviewhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_271770642.jpegAdobeStock271770642AdobeStock271770642https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/iStock-1249761745-2.jpgiStock12497617452iStock12497617452https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Big-fish-eats-little-fish-1.jpgBigfisheatslittlefish1Bigfisheatslittlefish12023-05-23https://www.smartleafam.com/asset-manager-partnership-programhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/AMPPfeaturedimage.jpgAMPPfeaturedimageAMPPfeaturedimage2024-05-29https://www.smartleafam.com/news/what-advisors-needhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/3-1.png3131https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Webinar%20Banners%20(320%20x%20200%20px)%20(640%20x%20400%20px).pngSAMWebinarBanners320x200px640x400pxSAMWebinarBanners320x200px640x400pxhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/MorningstarSAM%20Webinar-May-19-2023-07-15-03-8516-PM.pngMorningstarSAMWebinarMay1920230715038516PMMorningstarSAMWebinarMay1920230715038516PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/640x400%20webinar-banner.jpg640x400webinarbanner640x400webinarbanner2023-08-31https://www.smartleafam.com/news/2023-estimated-taxes-saved-or-deferred-reporthttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTLhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/SAMTaxesSavedorDeferredReportImage-3.jpgSAMTaxesSavedorDeferredReportImage3SAMTaxesSavedorDeferredReportImage3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM-ETSoD-2023.jpgSAMETSoD2023SAMETSoD2023https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/AdobeStock_107555161.jpegAdobeStock107555161AdobeStock1075551612024-04-11https://www.smartleafam.com/estimated-taxes-saved-or-deferred-reporthttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screen%20Shot%202023-07-17%20at%203.30.53%20PM.pngScreenShot20230717at33053PMScreenShot20230717at33053PM2024-06-25https://www.smartleafam.com/thank-you2024-08-16https://www.smartleafam.com/news/sams-top-blog-posts-of-2025https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTLhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL%20(2).pngSAMLogoforFeaturedImagesTL2SAMLogoforFeaturedImagesTL2https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL%20(3).pngSAMLogoforFeaturedImagesTL3SAMLogoforFeaturedImagesTL3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Succulents.jpegSucculentsSucculentshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2026-01-15https://www.smartleafam.com/news/sam-announces-collaboration-with-clearstead-advisorshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/featured-image.jpgfeaturedimagefeaturedimagehttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/640%20%C3%97%20400%20for%20Featured%20Images-3.jpg640400forFeaturedImages3640400forFeaturedImages3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/6.png66https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTLhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Clearstead-banner.jpegClearsteadbannerClearsteadbannerhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2024-01-09https://www.smartleafam.com/news/sam-available-on-fidelityhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/640%20%C3%97%20400%20for%20Featured%20Images-3.jpg640400forFeaturedImages3640400forFeaturedImages3https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/6.png66https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Screen%20Shot%202022-08-08%20at%202.20.28%20PM.pngScreenShot20220808at22028PMScreenShot20220808at22028PMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Blue%20Leaf%20Banner-1.pngBlueLeafBanner1BlueLeafBanner12023-08-31https://www.smartleafam.com/news/guide-to-smas-and-umashttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/AdobeStock_293607967.jpegAdobeStock293607967AdobeStock293607967https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTLhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/Screen%20Shot%202022-08-08%20at%202.20.28%20PM.pngScreenShot20220808at22028PMScreenShot20220808at22028PM2023-08-31https://www.smartleafam.com/news/smartleaf-asset-management-now-available-on-the-axos-advisor-services-aas-platformhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Logo%20for%20Featured%20Images%20TL.pngSAMLogoforFeaturedImagesTLSAMLogoforFeaturedImagesTLhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Principal%20Logo.jpegPrincipalLogoPrincipalLogohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Migration%20Files/SAM-logo.jpgSAMlogoSAMlogohttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Screenshot%202025-03-27%20at%208.17.56%20AM.pngScreenshot20250327at81756AMScreenshot20250327at81756AMhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/image%20(1).pngimage1image12025-08-27https://www.smartleafam.com/news/webinar-recording-how-all-client-portfolios-will-be-managed-in-10-yearshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/3-1.png3131https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/SAM%20Webinar%20Banners%20(320%20x%20200%20px)%20(640%20x%20400%20px).pngSAMWebinarBanners320x200px640x400pxSAMWebinarBanners320x200px640x400pxhttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/6.png66https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/2-3.png2323https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshot2024-04-18https://www.smartleafam.com/news/estimate-direct-indexes-are-3-to-5-times-more-taxes-efficient-than-etfshttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/AdobeStock_133360826-4.jpegAdobeStock1333608264AdobeStock1333608264https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Gerard%20Michael%20headshot.jpgGerardMichaelheadshotGerardMichaelheadshothttps://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/iStock-1249761745-2.jpgiStock12497617452iStock12497617452https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Blue-Pigs-1-1.jpegBluePigs11BluePigs11https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Blue-Pigs-1.jpgBluePigs1BluePigs1https://303617.fs1.hubspotusercontent-na1.net/hubfs/303617/Imported_Blog_Media/Big-fish-eats-little-fish-1.jpgBigfisheatslittlefish1Bigfisheatslittlefish12023-06-01