Jim Stack on the Barron’s Advisor – The Way Forward Podcast
Our CEO and Founder, Jim Stack, was recently interviewed by Barron’s and is featured on Barron’s Advisor – The Way Forward podcast.
Zach Jonson on Money Life with Chuck Jaffe
Zach Jonson, Chief Investment Officer at Stack Financial Management, says that inflationary pressures that haven't been seen in over 40 years and the tightest labor market in history mean that, "This is not your father's market," and investors need to go old school and get more defensive.
2022 Investment Strategy Outlook
The SFM Portfolio Management Team examines three key macroeconomic themes heading into 2022, and answers questions about portfolio positioning for the year ahead - including specific strategies and portfolio holdings.
Zach Jonson on Money Life with Chuck Jaffe
Zach Jonson, Chief Investment Officer at Stack Financial Management, discusses the information being conveyed by market internals today, including some of the technical damage he sees in market breadth and speculative investor sentiment, despite an S&P 500 Index that is pushing up against its all-time high.
Zach Jonson on Money Life with Chuck Jaffe
Zach Jonson, Chief Investment Officer at Stack Financial Management, says that the market is reaching all-time highs with 'weaker and weaker breadth and more narrow selectivity,' and that this dichotomy indicates that the risk of a correction is rising.
Jim Stack on the Super Investors Podcast
Jim shares stories and historical knowledge that shaped him as an investor and the lessons learned along the way. They also discuss the development of select key technical indicators and the role they play in the current market environment.
2021 Mid-Year Investment Update
The SFM Portfolio Management Team examines the dynamics stemming from the COVID-19 pandemic, reviews current market and economic conditions, and outlines SFM portfolio positioning for the path ahead.
Zach Jonson on Money Life with Chuck Jaffe
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.
In Pursuit of Value
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.
Zach Jonson on Money Life with Chuck Jaffe
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.
3 Secrets to “Bullet Proof” Your Portfolio
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…
Over 100 Years of Wall Street History
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,…