2017 Estate Tax and Planning Update

By Joe Day

  Our friends at Helsell Fetterman have prepared a 2017 Estate Planning Update which we are providing below.  Helsell Fetterman is a local law firm located in Seattle, WA, whose Estate Planning and Probate group is headed by Laura Hoexter.  Her group maintains expertise in many areas, including estate planning, trust administration, generation skipping transfers, and family business succession planning…. 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


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


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.