Are You In Good Financial Shape?

By Joe Day

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… Read more


Offsetting Bear Mountain Capital’s Carbon Footprint

By Joe Day

Bear Mountain Capital believes in supporting our community.  We donate our time and money to many worthwhile causes in the Seattle area, from arts and education to disease cure/prevention and environmental causes.  When we heard about Forterra’s new initiative to work with companies and organizations in the region to help offset their impact on their environment, we were excited to… Read more


Backdoor Roth IRA’s – Are They a Good Idea?

By Joe Day

Many people are aware of the benefits of a Roth IRA: you put your after-tax money into it, after 20 or 30 years when you retire, you pull all of the money out tax-free.  This can be a big benefit when you consider the effect of compounding returns over time. However, not everyone can contribute to a Roth IRA.  The… 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


 

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.