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Stoquity offers a treasure trove of information, insights, and ideas for high net worth individuals and families who have over $3 million of net worth with financial planning concepts, investment strategies, risk management, and wealth transition.

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College Savings Options for Wealthy Families

There are a different college savings options for wealthy families, but confusion abounds about what path is the right one.  In particular, for high net worth parents and grandparents, providing for a college education to [...]

Ultimate Variable Annuity Guide for Wealthy Investors

Stoquity’s Ultimate Variable Annuity Guide for Wealth Investors addresses the often controversial and a complex investment plus insurance vehicle – the Variable Annuities.  The industry is rife with debates between various quarters with a vested [...]

Donor Advised Funds – A Comprehensive Guide to DAFs

Stoquity’s comprehensive and in-depth guide to Donor Advised Funds (or D.A.F.s) helps wealthy families understand the new and hot concept in charitable giving spanning areas like how a Donor-Advised fund works, what are the pros [...]

Hedge Fund Investing Guide for Wealthy Investors

Stoquity’s Hedge Fund Investing Guide is a comprehensive overview of key aspects of alternative investments universe including whether to invest in hedge funds, how to select the right fund/manager, where to invest, and how to [...]