The Fed, Rising Rates and Senior Bank Loans?

By Joe Day

In the media there is a lot of talk about the Federal Reserve Board (“the Fed”) and its chairman, Ben Bernanke. The Fed is often charged with managing the country’s monetary policy. Monetary policy helps manage the amount of actual money in the financial system and helps establish interest rates for US borrowers. Currently, the Fed is taking extraordinary steps… Read more


A new type of “bucket” list?

By Joe Day

Clients have been listening to us discuss the record low interest rate environment and what it means for the future of their investments. Interest rate declining since the 70’s have fueled economic expansion, equity returns and bond returns alike. However, rates cannot decrease below zero, and if you have a savings account, you know we are near zero. This article… Read more


Country of Domicile or Economic Exposure?

By Joe Day

Traditional investment asset allocation exposure has been built upon the securities country of domicile. So, if you were looking to gain exposure to China, you would buy securities of companies domiciled in China. However, a more interesting approach is beginning to go more mainstream, where asset allocation is now built not upon domicile, but upon how much revenue a specific… 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


The 101 Year Old Skier With a Roth IRA

By Luke Collova

Ever met anyone over the age of 100?  Do you plan to live past 100?  Most of my life I would have answered no to both of these questions, but more and more as I meet or hear of people living to a ripe old age, I figure what the heck- I guess I will shoot for 101.  So, what… 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.