What is Dollar Cost Averaging (DCA)?

By Luke Collova

  The global investment community has been focused on the recent vote by the UK to leave the European Union, broadly referred to as the “Brexit.”  This historic event will have economic impacts on the UK and the European Union, as well as their trading partners.  Unsurprisingly, equity markets experienced sharp declines in the days following Brexit and have since… Read more


Top 10 Tax Tips

By Luke Collova

  As we navigate tax season, it is important to remind ourselves that tax strategies should not be employed once a year but rather year-round.   Here are some tips to consider from our friends at Accountability Services: Top 10 Tax Tips 1.  MAXIMIZE YOUR RETIREMENT ACCOUNTS  There are many flavors of retirement accounts and there is one that best fits you… Read more


BMC’s Insight Stream: October’s Insight

By Luke Collova

Fall is upon us and we are quickly approaching the holiday season. During this time of year we always reflect on how quickly time passes as the New Year comes rushing toward us. Bear Mountain Capital Inc. invites you to reflect on the year as it pertains to your long-term goals.  The first article in this newsletter can provide you… Read more


BMC’s Insight Stream: Financial Planning

By Luke Collova

As we enter Fall, we are planning ahead for the upcoming year and beyond. With the Holiday season right around the corner, it may be time to revisit your financial plan.  Bear Mountain Capital encourages you to keep the future in mind as we approach the latter half of the year. There is still time to reach your New Years… Read more


Donor Advised Funds (DAF)

By Luke Collova

Have you ever thought about making a charitable donation but want to give to several different charities?  Navigating the paper work for each individual charity and its restrictions on what can be donated can prove to be no small task.  What if you could donate to a single fund and then have it gifted out to all of the charities… Read more


 

View 360° is a blog about investing and planning, created
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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.