Recession Warnings, Overvaluation:
The Stock Market is in 'Uncharted Territory'
Stack Financial Management (SFM) was ranked #48 out of 100 on Barron’s 2023 list of the “Top 100 Independent Advisors” in the United States and #1 out of 6 in the state of Montana on Barron’s 2024 “Top 1200 Financial Advisors by State.” Jim Stack was selected from this prestigious list of 1200 advisors for a feature interview with Greg Bartalos.
While working remotely with clients is a new obstacle for many firms after the pandemic. SFM has been successfully serving clients across the US since its inception in 1994. Jim dives into how SFM attracts and retains clients as well as reveals the risks he sees in this market. Read the feature interview here.
