2025 Barron’s Top 1200 Financial Advisors
On March 7, 2025, Stack Financial Management (SFM) was ranked #1 in the state of Montana in the Barron’s 2025 list of the “Top 1200 Financial Advisors by State.”
Forbes “Top Women Wealth Advisors Best-in-State”
We are thrilled to announce that Annell Danczyk has been named to Forbes 2025 list of “Top Women Wealth Advisors Best-in-State.”
2025 Tax-Related Information
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2025. We've summarized this tax-related information...
The Next New Paradigm
The new hype cycle surrounding Artificial Intelligence (AI) has captured the attention and imagination of Wall Street. In this presentation, the Portfolio Management Team dives into New Paradigms of the past...
The Index is Broken
Many investors view the S&P 500 Index as “the market,” but what are index investors really buying today? Additionally, you will learn the criteria used to identify attractive safety-first stocks in a world where the Index offers less diversification and more risk...
Valuable Lessons for Safety-First Survival
Listen and learn as you watch the SFM Portfolio & Wealth Management Teams field questions from the 2024 Glacier Summit audience while being moderated by SFM’s Founder and CEO, James Stack.
Forbes 2024 List of America’s Top 250 RIA Firms
October 8, 2024 - Stack Financial Management (SFM) has been named to Forbes 2024 list of “America’s Top RIA Firms.”
2024 CNBC Financial Advisor 100
SFM Climbs to #57 on 2024 CNBC "Financial Advisor 100." The CNBC FA 100 recognizes the "top advisory firms that best help clients successfully navigate their financial lives."
2024 Barron’s Top 100 Independent Advisors
SFM Celebrates 17 Years of Recognition on Barron’s “Top 100 Independent Advisors” List. This reaffirms our Team's unwavering commitment to their clients.
Zach Jonson Live on CNBC
Our Chief Investment Officer, Zach Jonson, was interviewed on CNBC early this morning to preview Walmart (WMT) earnings. Zach made the case for why WMT is one of the largest positions in SFM client portfolios and what we are looking for from the company this earnings season.
Zach Jonson on Money Life with Chuck Jaffe
Zach Jonson, Chief Investment Officer at Stack Financial Management, joined Money Life to give an overview of the technical health of the market. He also discussed equity market valuations and index concentration and how these conditions compare to past times in history.
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...