Index Funds or Active Management?

By Joe Day

Did you know that most active equity mutual fund managers under perform their peer benchmarks over time?  As the time period stretches past 10, 15 or 20 years, the amount of under performance can be staggering. Under-Performance in US Equities According to data compiled by The Vanguard Group (Phillips, Christopher. “The case for indexing.” Valley Forge, PA: The Vanguard Group,… Read more


Opportunity

By Joe Day

Facebook’s IPO reminds everyone of what is possible when it comes to having an idea, taking it to market and being rewarded for the risk of seeing it through.  While the IPO hoopla that dominated today’s headlines was welcome relief from the news regarding Greece and Europe, it does little to help long-term investors during these volatile times. To be… Read more


The Volcker Rule

By Joe Day

A very important topic that unfortunately is not getting enough attention by the public… below some insightful commentary from the CFA Institute into the Volcker Rule and its importance to the long-term health of our financial system: “It is not hard to see the delicate balance this rule-making situation requires. Too strict a rule and important players in the provision… Read more


A Recovery?

By Joe Day

Are we looking at a U.S. economic recovery?  Quite possibly.  How long could this recovery last?  It depends.  What does it depend on?  It depends on the following: * Housing * Unemployment * Europe * China * Iran Lets start with Housing: its been a long-slog for the housing and residential construction market.  However, it looks like we are turning… Read more


Goldman Sachs and a Departing Exec

By Joe Day

This is an absolutely FANTASTIC op-ed penned by an executive who resigned from Goldman Sachs today. Hopefully this piece strikes a nerve with every client of Goldman’s. I do believe it may be too late to strike a nerve of the many Goldman board members and managing directors: (Click here to read NYTimes op-ed)


 

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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.