Dodd Frank: Repeal and Replace?

By Joe Day

  The 2016 U.S. election was among the most colorful and dramatic in our history. While it remains to be seen how consequential it will be, one potential impact of particular interest to us at Bear Mountain Capital is the fate of the 2010 Dodd-Frank Act. Dodd-Frank was a complex legislative package enacted with the broad goal of preventing a… Read more


2017 Estate Tax and Planning Update

By Joe Day

  Our friends at Helsell Fetterman have prepared a 2017 Estate Planning Update which we are providing below.  Helsell Fetterman is a local law firm located in Seattle, WA, whose Estate Planning and Probate group is headed by Laura Hoexter.  Her group maintains expertise in many areas, including estate planning, trust administration, generation skipping transfers, and family business succession planning…. Read more


 

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bio3Joe Day, CFA is the Founder of Bear Mountain Capital. Joe started the company after spending many years advising high net worth clients with a leading global wealth management firm. Joe earned the right to use the CFA designation from the CFA Institute in 2011. He also holds a degree in Business Administration, with a Major in Finance from Gonzaga University. Luke Collova is an Investment Advisor Representative for Bear Mountain Capital focusing on planning, investment strategy, client development and operational support. Luke’s prior career included providing commercial insurance coverage for a global insurance firm. Luke maintains his Series 65 license and holds a degree in Business Administration, with an emphasis on Finance and International Business from the University of Puget Sound.