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...
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 ...
The Next New Paradigm
The new hype cycle surrounding Artificial Intelligence (AI) has captured the attention and imagination of Wall Street. In this presentation, the Portfolio Management Team dives into New Paradigms of the past...
The Index is Broken
Many investors view the S&P 500 Index as “the market,” but what are index investors really buying today? Additionally, you will learn the criteria used to identify attractive safety-first stocks in a world where the Index offers less diversification and more risk...
Finding an Advisor
According to various websites, the average person spends 13 to 15 hours researching a new car purchase, but only 6 to 8 hours researching a financial...