Money Life with Chuck Jaffe & Zach Jonson

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.

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Chasing 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.

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InvesTech Research

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…

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Money Life with Chuck Jaffe & Zach Jonson

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.

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Personal Q&A with Jim Stack

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…

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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,…

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