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


Bear Mountain Capital is Growing

By Joe Day

It is my pleasure to announce that Luke Collova has joined Bear Mountain Capital. Originally from Saint Paul, Minnesota, Luke moved to the Northwest in 1998.  He is a graduate of the University of Puget Sound with a degree in Business Administration.  He comes to Bear Mountain Capital after spending 7 years in the commercial insurance industry.  In addition to… Read more


Estate Planning and Tax Updates

By Joe Day

What follows is an update from Laura Hoexter and Xan Gerson of Helsell Fetterman regarding the American Taxpayer Relief Act of 2012, signed into law on January 2nd, 2013.  Helsell Fetterman is a local law firm located in Seattle, WA, whose Estate Planning and Probate group is headed by Laura.  Her group maintains expertise in many areas, including estate planning,… 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.