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...
Zach Jonson on Money Life with Chuck Jaffe
Zach Jonson, Chief Investment Officer at Stack Financial Management, joins Money Life to give his perspective on today’s extremely bifurcated market, including specific investment opportunities amid market rotation. He also explores today’s historically overvalued and concentrated market indexes and what the next bear market is likely to look and feel like.
Forbes 2026 “America’s Top 250 Wealth Advisors”
On April 7, 2026, Stack Financial Management (SFM) was named among “America’s Top 250 Wealth Advisors” by Forbes.
Forbes 2026 “Best-in-State Wealth Advisors”
Stack Financial Management (SFM) is honored to be recognized as the leading firm in Montana. On April 7, 2026, SFM was ranked #1 in the state of Montana in the Forbes 2026 list of the "Best-in-State Wealth Advisors."
The New AI Paradigm Bubble
Excitement surrounding Artificial Intelligence has captured everyone’s imagination. However, there are many defining features of the current cycle that have us convinced the AI Paradigm Bubble is swiftly moving past euphoric expectations and is now in dangerous territory… like a bubble about to go “Pop!”
2026 Tax-Related Information
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2026. View and print a summary of this tax-related information...
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…
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...
Finding a CPA
As Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.” Neither of these are fun topics, but we’re here to help. Today we’ll focus on ...