Stack Financial Management had the pleasure of hosting the 2026 Glacier Summit Wealth Conference in Whitefish, Montana. This event brought investors from across the country together to explore a wide range of timely subjects and invaluable insights on today’s most important financial topics. To help share key takeaways with those unable to attend, we have recorded select presentations and will be adding them below as they become available.
Now Available!
Fireside Chat: Two Market Historians Take a Stroll Down Memory Lane
Join our Chief Investment Officer, Zach Jonson, as he hosts a spirited discussion and historical journey with two legends of Wall Street: James Stack, CEO of Stack Financial Management and President of InvesTech Research, and Sam Stovall, Chief Investment Strategist at CFRA Research. Listen as they unpack over 45 years of lessons learned –and bear markets survived– on the path to success.
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Active Risk Management – Why Your Financial Survival May Depend on It
With record amounts of leverage, overvaluation, and index concentration, the stakes have seldom been higher for investors than they are today. Join the SFM Portfolio Management Team as they dive into the major risks and critical dynamics at play in today’s volatile market. More importantly, they will share proven strategies for capitalizing on late-stage bull market opportunities while providing a clear roadmap for managing risk through the next major bear market.
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Secrets for Safety-First Wealth Management through Market Extremes
In this interactive session moderated by SFM Founder and CEO James Stack, our Portfolio and Wealth Management Team take center stage to tackle audience questions and share practical insights for protecting wealth, managing risk, and navigating market extremes with discipline and confidence.
Press play and select the “full screen” arrows in the lower-right corner to watch!
Coming Soon... Bulletproofing your Digital Identity
Join Stack Financial Management’s Chief Information Security Officer, Andrew Porter, as he analyzes the impact of Artificial Intelligence in the cybersecurity world. Understand the evolving tactics that are being used by cybercriminals to steal individuals’ identity and wealth, as well as a simple –yet very effective– strategy you can use to safeguard yourself.
Coming Soon... After the Bubble – How to Identify that “Once-in-a-Lifetime” Buying Opportunity
Extreme risk always leads to great investment opportunities. In this lively workshop, the SFM Portfolio Managers will review the red flags signaling bear market and recession risks. In addition, our seasoned team will reveal the time-tested tools and warning flags that can indicate when a bear market bottom is in place and help you identify that next “once-in-a-lifetime” buying opportunity.
Before you look ahead… look back.
Watch more presentations from the 2026 Glacier Summit Wealth Conference hosted by Stack Financial Management, including The Most Valuable Lessons from Over 100 Years of Wall Street History presented by InvesTech Research. Today’s investing environment may feel unprecedented, but market history provides invaluable perspective on the parallels and differences we are currently seeing. Learn what history may be teaching us by watching the video on the InvesTech Research website.
2026 Glacier Summit Photo Gallery
A special thank you to this year’s attendees for sharing in a memorable week filled with exclusive insights, engaging conversations, and captivating sessions.