ABLE Accounts
For many years, families with disabled loved ones avoided saving money for them for fear of the benefits they’d lose. Disabled people receiving certain federal...
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...
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...
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
Print Share 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…
In Pursuit of Value
The first six weeks of 2020 have seen a continuation of the strong market returns experienced during 2019. While investors cheer higher values in their portfolios, we take a deeper look behind the scenes to discover that speculation is becoming more apparent and a cautious stance at this stage in the cycle is warranted.
Zach Jonson on Money Life with Chuck Jaffe
Zach Jonson, Chief Investment Officer at Stack Financial Management, said that investors and the stock market are being pulled in good and bad directions by an ‘economic and emotional tug-of-war caused by the trade war with China, changes in interest-rate policies, the news cycle and more.
3 Secrets to “Bullet Proof” Your Portfolio
Video Presentation by the SFM Team The SFM Team talks about the 3 Secrets to "Bullet Proof" Your Portfolio for 2019. This video presentation features James Stack, Joe Laszewski, and…
Over 100 Years of Wall Street History
Video Presentation by the SFM Team The SFM team discusses the most valuable lessons from over 100 years of Wall Street history. This video presentation features James Stack, Annell Danczyk,…