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


The Brexit and What It Means

By Joe Day

    Yesterday, the United Kingdom voted to leave the European Union. While a close vote was highly anticipated, the markets had discounted the possibility of a “Brexit” the last several days by pushing the markets upward. After the final results came out last night, the markets had to reverse course. The “Leave” group had voted 51.9% in favor of leaving the… 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


College Planning and Financial Aid

By Joe Day

  If you have children nearing high school, you may feel anxious as you prepare to help pay for college expenses. Some mitigate this feeling by starting the planning process early by opening and funding college savings accounts (529 savings plans). Those who get a jump start, carve out a piece of their monthly cash flow, put it aside and allow it grow as… Read more


Commodities?!? Really!?

By Joe Day

How do you solve a problem like commodities? Sound of Music, anyone? Well, if you are not a fan of musicals, that is okay. Chances are at this point in the market cycle, you are probably not a fan of commodities, either. Commodity prices are clearly a hot-topic right now and not in a good way.  As anyone who owns commodities knows,… 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.