Zach Jonson, Chief Investment Officer at Stack Financial Management, says that the Standard and Poor’s 500 is broken, failing to represent the broad domestic economy, which is one big reason why the market performed well while the economy was suffering in 2020.
The first six weeks of 2020 have seen a continuation of the strong market returns experienced during 2019. While investors cheer higher values in their portfolios, we take a deeper look behind the scenes to discover that speculation is becoming more apparent and a cautious stance at this stage in the cycle is warranted.
Independent Research Firm SFM utilizes the same philosophy and technical indicators developed by InvesTech Research over the past 40 years. InvesTech Research is a separate and independent company owned and operated by…
Zach Jonson, Chief Investment Officer at Stack Financial Management, said that investors and the stock market are being pulled in good and bad directions by an ‘economic and emotional tug-of-war caused by the trade war with China, changes in interest-rate policies, the news cycle and more.
Video Presentation by the SFM Team The SFM Team talks about the 3 Secrets to "Bullet Proof" Your Portfolio for 2019. This video presentation features James Stack, Joe Laszewski, and…
Barron's Q&A with Jim Stack James Stack, CEO of Stack Financial Management, was recently featured in an interview by John Kimelman of Barron’s. Click here to read the full article, Mastering the Market From…
Video Presentation by the SFM Team The SFM team discusses the most valuable lessons from over 100 years of Wall Street history. This video presentation features James Stack, Annell Danczyk,…
You are now leaving the Stack Financial Management Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.
Schwab is a registered broker-dealer, and is not affiliated with Stack Financial Management or any advisor(s) whose name(s) appears on this Website. Stack Financial Management is independently owned and operated. Schwab neither endorses nor recommends Stack Financial Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Stack Financial Management under which Schwab provides Stack Financial Management with services related to your account. Schwab does not review the Stack Financial Management Website, and makes no representation regarding the information contained in the Stack Financial Management Website, which should not be considered to be either a recommendation or a solicitation by of any offer to purchase or sell any securities.