Bear Mountain Capital Inc.

What’s (not) in a Word: Trade Deficit

| November 15, 2017

  Last month, we wrote about the sometimes misleading terminology used to describe relative currency values: the “strong” and “weak” dollar. Another example of labels that can mislead us about economic issues is one that has been in the news of late: the so-called “trade deficit.” The United States runs a trade deficit with another country when it imports more from that country than it exports to it. The opposite…

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Owning Your Company’s Stock

| October 19, 2016

  Currently, one of the nation’s biggest banks, Wells Fargo, is in the middle of a serious scandal. The company fraudulently opened extra customer accounts without their consent or knowledge in order to boost revenue. (Click here to read story) Prior to the latest news, Wells Fargo was considered to be one of the darlings of Wall Street. Warren Buffett, a major stakeholder, loved to talk about the bank. However, since the…

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What is Dollar Cost Averaging (DCA)?

| July 26, 2016

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 seen a significant rebound.  If you haven’t already, please read our…

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What is Dollar Cost Averaging (DCA)?

| July 26, 2016

  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 seen a significant rebound.  If you haven’t already, please read…

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Are the Markets Scaring You?

| October 9, 2015

      Halloween is almost upon us and it seems the market is doing its part to spook investors.  As a result, many people may experience higher levels of anxiety regarding their investments. We prepared the following commentary as part of our most recent quarterly update to our clients.  We think it provides useful perspective. Market Volatility The global equity markets the past two quarters can be summed up in one word: volatile.  As…

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Are You In Good Financial Shape?

| May 18, 2015

What is financial shape? What does it mean? Being in good financial shape is a lot like being in good physical shape. It generally means you are routinely doing things to improve your current state. It doesn’t mean you have the biggest savings account balance, largest investment portfolio or are an early investor in Uber. It means you are doing the right things, consistently, so you can meet your personal…

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Savings and Willpower

| March 14, 2014

Finding ways to save money is not an easy exercise. There are ways to make it less painful, such as setting up automatic savings plans. However, if you haven’t done a long-term plan to determine what you are saving for and how much you need to save, then the commitment to maintaining a savings plan is greatly diminished.

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