Bear Mountain Capital Inc.

what nags you

Wherever you go, do your retirement worries follow?

If concerns about your financial future haunt you, its time to call Ghostbusters. Kidding. Just call us. We can help.

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“Sleepless in Seattle”is not our motto. Our planning process helps answer those nagging questions keeping you up.

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Your investment portfolio should be built around your long-term plan. It’s hard to invest if you don’t know what you are trying to achieve.

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We aren’t experts in everything. But we make friends with people who are. Your financial life requires a team. Let us help you build it.

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Charitable Giving Through a Donor-Advised Fund

Earlier this month, our team had a meeting with Fidelity Charitable. Although they share the Fidelity name with Fidelity Investments (the custodial firm), they operate as an independent 501(c)(3) public charity. Fidelity Charitable works with donors to maximize their philanthropic wishes through a donor-advised fund, commonly referred to as a DAF. What makes a DAF so great that I needed to write about it? DAF’s are unique in that they…

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Canyon Creek

Canyon Creek Investment Fund

Compelling investment opportunities are not easy to find. Weve done some looking. You might like what weve found.

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