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


Savings and Willpower

By Joe Day

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.


College: How Much and When??

By Joe Day

My wife and I have a 5 year old. In fact, he just turned 5 this month. We also have a 3 year old (“3 and a half!”, he likes to say). We could not love them more. No matter how much time we spend together, soaking in these precious years, I can’t get past how fast they grow up…. Read more


Roth IRA vs 529 Plan for College Savings

By Joe Day

We often get questions about the various ways to save and pay for college expenses. Many people are aware of the benefits and availability of 529 plans (either pre-paid tuition plans or college savings plans). However, did you know you can also use Roth IRA funds for educational expenses?? In fact, for purposes of Qualified Higher Education Expenses (QHEE), you… Read more


 

View 360° is a blog about investing and planning, created
to guide you through some of life’s more difficult financial decisions.

rssSubscribe to View 360°
Follow Us!
  • facebook
  • twitter
  • linkedin
 
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.