Forbes 2025 Top RIA Firms
October 1, 2025 - Stack Financial Management (SFM) has been named to Forbes 2025 list of “America’s Top RIA Firms.”
Visiting Whitefish?
We have put together this “Best of Whitefish” brochure to help you plan activities and meals while visiting our corner of Montana. Included are our personal recommendations for restaurants, activities, and shopping in the Whitefish area.
Forbes 2025 Top 250 Wealth Advisors
April 8, 2025 - Stack Financial Management (SFM) has been named among “America’s Top Wealth Advisors” in 2025 by Forbes
2025 Tax-Related Information
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2025. We've summarized this tax-related information...
Safety First: In Your Portfolio and Beyond
Our team prioritizes your security and recognizes the importance of partnering with you in a commitment to safety.
Steps to Take if Your Spouse Dies
Losing your beloved spouse is likely to be one of the most heart-wrenching and stressful experiences you will ever go through. The most important thing is to allow for the…
Kids 13-17 Can Now Open a Brokerage Account
Fidelity recently announced a Youth Account program for children ages 13 – 17 to allow them to “spend, save, and invest.” Teens can receive a debit card or connect to…
Part 1: Planning Beyond the Will
While many of us know and understand the importance of having an estate plan, the basic documents often fall short. They lack the detail and clarity needed...
Part 2: Emergency Contacts
Something that everyone should have is an emergency contact list. It should be readily available to anyone staying in your home. You should also provide a copy...
Part 3: Financial Matters
While your will covers how to split up your assets, it doesn’t delve into the nitty gritty details of your financial picture. By giving your executor all the pertinent details...
Part 4: All Things Real Estate
The checklists for this installment of our Planning Beyond the Will series include all things related to any real estate. One checklist is dedicated to information regarding any property and home(s) you own.
Part 5: Tangible Items
This segment of our Planning Beyond the Will series includes two checklists to address any tangible items you may wish to leave to your heirs. One checklist is designated for…