William A. Stack | Source | Financial Advisor/Author at Stack Financial Services LLC

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William A. Stack

Financial Advisor/Author at Stack Financial Services LLC and 1 other company
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Financial Analyst, Precious Metals Analyst, Certified Financial Fiduciary®, RICP® , Fixed Annuity Specialist, Income Planning Consultant, Best-Selling Author of “The 7.0% Solution”. Founder/Owner of Stack Financial Services LLC for 32 years. West Point Graduate, Gulf War Veteran. Life Member - Million Dollar Round Table.

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  • Media Interviews

    Page on website with links to several articles/interviews either written by Bill, or where Bill is quoted.

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  • Fixed Index Annuities: A Rising Star in Investment Portfolios
    William highlights that fixed index annuities offer a unique blend of safety and performance. He notes, "They can often replace the fixed-income (bond) portion of a portfolio, with less risk and volatility." While index funds may outperform long-term, fixed index annuities are ideal for those nearing retirement, offering protection from market risks.
  • Maximize Returns: Alternatives for Maturing CDs in Low-Rate Markets
    William suggests exploring fixed annuities or treasury securities. While 5-year CDs average 1.34%, fixed annuities offer over 5%. For shorter terms, 1-year US Treasury Bills exceed 4%, compared to 1.77% for CDs. These options provide safety and higher interest income.
  • De-Dollarization: Implications for American Investors
    Bill highlights the dollar's decline from 58% to 44% of world reserves since 2017, driven by U.S. deficit spending and sanctions. He advises investors to consider gold, which has risen to over 23% of reserves, and fixed annuities to mitigate risks from rising interest rates and declining demand for dollar-denominated debt.
Recent Quotes
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  • “Gold is and has been a store of value, worthy of holding. Bitcoin has been a store of volatility, suitable for trading.”

  • It's never the wrong time to do the right thing.

  • “Sometimes owning $1,000 worth of necessary items is more important than having $1,000 of emergency cash. Now is one of those times.”

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