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.
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.
With record amounts of leverage, overvaluation, and index concentration, the stakes have seldom been higher for investors than they are today. Hear proven strategies for capitalizing on late-stage bull market opportunities while providing a clear roadmap for managing risk through the next major bear market.
In this interactive session moderated by SFM Founder and CEO James Stack, our Portfolio and Wealth Management Teams take center stage to tackle audience questions and share practical insights for protecting wealth, managing risk, and navigating market extremes with discipline and confidence.
While many of us know and understand the importance of having an estate plan, the basic documents often fall short. They lack the detail and clarity needed...
Zach Jonson, Chief Investment Officer at Stack Financial Management, joins Money Life to give his perspective on today’s extremely bifurcated market, including specific investment opportunities amid market rotation. He also explores today’s historically overvalued and concentrated market indexes and what the next bear market is likely to look and feel like.
On April 7, 2026, Stack Financial Management (SFM) was named among “America’s Top 250 Wealth Advisors” by Forbes.
Stack Financial Management (SFM) is honored to be recognized as the leading firm in Montana. On April 7, 2026, SFM was ranked #1 in the state of Montana in the Forbes 2026 list of the "Best-in-State Wealth Advisors."
Excitement surrounding Artificial Intelligence has captured everyone’s imagination. However, there are many defining features of the current cycle that have us convinced the AI Paradigm Bubble is swiftly moving past euphoric expectations and is now in dangerous territory… like a bubble about to go “Pop!”
The IRS has raised the limits for gifting, retirement contributions, and other areas for 2026. View and print a summary of this tax-related information...
We are proud to announce that Annell Danczyk has been named to Forbes 2026 list of “Top Women Wealth Advisors Best-in-State.”
Losing your beloved spouse is likely to be one of the most heart-wrenching and stressful experiences you will ever go through. The most important thing is to allow for the…
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