Forbes 2024 List of America’s Top 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.
Jim Stack Feature Interview with Barron’s
Jim Stack sits down with Greg Bartalos of Barron's for a feature interview to discuss SFM's history of success as a remote advisor, as well as the greatest systemic risks we see in the market today in terms of valuation, index concentration, and real estate.
Barron’s Top 1200 Financial Advisors
Jim Stack was selected from this prestigious list of 1200 advisors for a feature interview with Greg Bartalos.
Forbes “Top Women Wealth Advisors Best-in-State”
We are excited to share that Annell Danczyk has been named to Forbes 2024 list of “Top Women Wealth Advisors Best-in-State.”
‘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…