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money management

Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
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Media & Events


We cordially invite you to meet James Stack and the Stack Financial Management Portfolio Team at The MoneyShow Las Vegas. This unique learning experience –to be held May 14-16, 2018 at Bally’s/Paris Resorts– is your one-stop resource for investment education, unbiased guidance, and personal connections to grow your portfolio in any market environment. Jim and our team will be presenting educational and informative workshops to help guide your investment strategy during the challenging years ahead:

KEYNOTE ADDRESS: Showdown 2018! Is a Bear Market Looming?
with James Stack
Monday, May 14 3:25pm–3:45pm
With inflation pressures rising and Fed tightening now in progress, the risk of a major bear market is looming. What will it look like, how big will it be, and what will trigger it? Drawing from 36 years of research experience and over 100 years of financial data, noted Barron's "Top 100" advisor James Stack reveals what you need to know about the next bear market – before it strikes.

OPENING CEREMONIES PANEL: Where are the Markets Headed Now?
with James Stack
Monday, May 14 4:35pm–5:15pm

SPECIAL EVENT: Women on Wealth (WoW) Protecting Your Portfolio in an Aging Bull Market
Panel with Annell Danczyk
Monday, May 14 9:45am–10:30am
Includes FREE sit-down breakfast (pre-registration is required)

Secrets for Managing Risk in Today's High-Risk Market
with Annell Danczyk, Joe Laszewski, & Zach Jonson
Tuesday, May 15 12:30pm–1:15pm
Nine years into the second longest bull market in the history of the S&P 500, investors have been lulled into a sense of complacency. Historically, this is the time that they should be increasingly focused on risk management. What are the crucial risks in the market today, and how can investors avoid devastation in the next bear market? Join the Portfolio Management Team from Stack Financial Management, as they update current bear market warning flags and reveal specific tools to reduce risk in your own portfolio.

How to Survive the Next Bear Market with Safety-First Stocks
with Annell Danczyk, Joe Laszewski, & Zach Jonson
Wednesday, May 16 8:00am–8:45am
Ranked as one of the "Top 100 Independent Financial Advisors" by Barron's in 10 of the past 11 years, Stack Financial Management has earned a national reputation for its safety-first approach to investing in the stock market. Join SFM's Portfolio Management Team as they uncover time-proven tactics for managing risk, and reveal their bear proof stock selections..

For complete conference details and to register for FREE admission to MoneyShow Las Vegas, call MoneyShow toll-free 1-800-970-4355 or visit their website at www.lasvegasmoneyshow.com (please be sure to mention priority code 044920).

Stack Financial Management will host a private Hospitality Room during the MoneyShow Las Vegas to meet with SFM clients, as well as InvesTech subscribers interested in learning more about SFM’s money management services. Portfolio Managers Annell Danczyk, Joe Laszewski, and Zach Jonson will be available for private consultations; however, availability is limited. Please call SFM at 1-800-790-5001 to reserve your meeting time.


Please review Important Disclosure Information

Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.
sfm@stackfinancialmanagement.com