Resources - Stack Financial Management

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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 CARES Act – Updated 6/30/2020

The Coronavirus Aid, Relief, and Economic Security Act (the CARES act), which was signed into law in March this year, created an estimated $2 trillion emergency relief package to help…

Finding an Advisor

According to various websites, the average person spends 13 to 15 hours researching a new car purchase, but only 6 to 8 hours researching a financial professional. For many, hiring…

Finding a CPA

As Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.” Neither of these are fun topics, but we’re here to help. Today we’ll focus on…

Small Business Measures in the CARES Act

The CARES Act is the largest and most comprehensive stimulus bill ever enacted by the Federal Government, and it provides a myriad of opportunities for small business owners. One way…

Chasing Value

The first six weeks of 2020 have seen a continuation of the strong market returns experienced during 2019. In fact, the +4.5% return would equate to an annualized increase of…

10 Tips To Improve Online Security

Like it or not, it has become more difficult than ever to maintain a sense of security in an ever-changing, digital world. We all love the convenience that technology provides.…

‘Tis The Season

As we approach the holiday season each year, we always feel that it is important to take time to reflect on the things that provide us with a tremendous sense…

Welcome Kayla

Why did you want to work at Stack Financial Management? My mom's family is from Montana, and growing up I spent summers here with my grandparents. My father was in…

Welcome Hannah

Why did you want to work at Stack Financial Management? I’m originally from Montana and wanted to retire in Whitefish. The opportunity to move here now and help a successful…

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