Solutions About Insights Research Financing Contact Schedule a Call Investment Portal Get Started
STQ
STQ Research

Institutional-Grade Research. No Paywall. No Agenda.

In-depth guides on the strategies that separate a good portfolio from a great one.

Featured Publication
Tax Alpha – Direct Indexing Series
Index Investing Is Smart. Direct Indexing Is Smarter.
01
Read publication
✓ Available Now
Index funds are one of the best things to happen to individual investors. Direct indexing is the next step – same exposure, more control, and the ability to harvest losses at the individual stock level regardless of what the market does.
Author Akiva Glazerson
Read time 10 min
Published April 2026
Tax Strategy
All the Right Things in All the Wrong Places.
Why where you hold your investments matters as much as what you hold – and how to optimize across all three account types.

March 2026

12 min read Read
Box Spreads
The Box Spread Guide: Borrowing at Treasury Rates Without a Bank
How to use defined options structures to access liquidity at near-Treasury rates – no credit check, no bank approval, potentially tax-deductible interest.
~10 min read Coming soon

Put It to Work in Your Portfolio.

Reading about these strategies is step one. Applying them to your specific tax situation is what moves the needle.

Portfolio Diagnostic Schedule a Call

Unlock STQ Research.

Enter your email for free access to all STQ research publications. You'll also receive our daily insights.