2024 Tax-Related Information
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2024. We've summarized this tax-related information...
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2024. We've summarized this tax-related information...
We are excited to share that Annell Danczyk has been named to Forbes 2024 list of “Top Women Wealth Advisors Best-in-State.”
Stack Financial Management (SFM) of Whitefish, Montana has been ranked #72 in the 2023 CNBC Financial Advisor 100.
In this webcast the SFM Portfolio Management Team revisits their key economic themes for 2023 and provides an inside view of our active management. Additionally, they discuss some exciting long-term investment opportunities and underappreciated risks going forward.
Our team prioritizes your security and recognizes the importance of partnering with you in a commitment to safety.
Last week, Stack Financial Management and InvesTech Research employees took part in a trail maintenance day on the Whitefish Trails System.
Zach Jonson, Chief Investment Officer at Stack Financial Management, discusses some of the positive technical signals to start this year. From a strategic standpoint he stresses patience, as the many macro-level headwinds today suggest that the market will either retest prior lows or set new ones.
Webcast - Hannah Ahmed and Zach Jonson discuss how our clients can utilize the Beyond the Will series. This nine part series of articles and checklists address the areas that may not be covered by a will.
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2023.
In this webcast the SFM Portfolio Management Team examines the tug-of-war between recent technical strength and macroeconomic weakness. Additionally, they discuss how our active and nimble investment process will both manage risk and seek opportunity in the year ahead.
Looking north from our conference room, we have an incredible view of Big Mountain, weather permitting. Below are some of the more beautiful images that we have captured of Big…
The SFM Portfolio Management Team discusses the path for inflation and the economy going forward, examines a major risk for the 2nd half of 2022, and offers our rules for investing in a bear market.