Company Highlight – Agilent Technologies
At Blue Summit Wealth Management, we strive to keep you informed about the companies making a positive impact through sustainable...
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Jul 262 min read
Company Highlight – Aptiv
It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...
Jun 282 min read
Company Highlight - Corning
It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...
May 171 min read
BSWM Spring 2024 Webinar – Event Recording
We recently hosted a webinar titled 2024 Market Insights and Sustainable Investment Trends featuring Allen and Robert. We covered the...
Apr 172 min read
Hilton agrees to assess and reduce single-use plastics
We wanted to share an update from Green Century’s progressive work on reducing plastic usage. Green Century is the only mutual fund...
Feb 92 min read
Key Themes for Sustainable Investing in 2024
We wanted to share an update from IMPAX Asset Management, a thought leader in the sustainable investment industry. Blue Summit has...
Jan 191 min read
2024 Blue Summit Financial Fitness Webinar
Dear Clients and Friends of Blue Summit, We recently hosted a webinar titled 2024 New Year's Financial Fitness featuring Allen, Robert...
Nov 30, 20231 min read
Tax credit guide for Solar, EVs and home energy upgrades
Dear Clients and Friends of Blue Summit, We hope this message finds you in good health this Holiday season. We wanted to share some...
Nov 9, 20231 min read
IRA and 401(k) contribution limits for 2023
Dear Clients and Friends of Blue Summit, As a reminder, here are the 2023 limits for IRA and 401k contributions. The annual IRA...
Nov 2, 20233 min read
Navigating the Human Element in Financial Decision-Making
We wanted to shift gears from our emails about shareholder advocacy and instead talk about one of the more cloudy aspects of investments...
Sep 29, 20232 min read
Apple works with Parnassus to address workplace issues
We wanted to share an update from Parnassus’ progressive work with improving corporate workplaces, in this case at Apple. Parnassus is a...
Aug 31, 20231 min read
Shareholder Advocacy Pushes Kraft Heinz No-Deforestation Policy
We wanted to share an update from Green Century’s progressive work with reducing deforestation. Green Century is the only mutual fund...
Aug 8, 20231 min read
Robert's 2023 Alaska Season
Dear Clients and Friends of Blue Summit, I’m back again from another successful season in Bristol Bay, Alaska. We had a strong and...
Jul 21, 20232 min read
Company Highlight – ASML
It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...
Jun 23, 20232 min read
Company Highlight – Xylem
It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...
May 26, 20231 min read
Semiconductor companies move ahead with Climate Transition Plans
We wanted to share an update from Green Century’s progressive work with improving the semiconductor industry. Green Century is the only...
Apr 28, 20231 min read
BSWM Webinar: Real-World Investment Impact with As You Sow
We hosted a webinar recently titled Real-World Investment Impact in conjunction with As You Sow CEO Andy Behar. We dove into the world...
Apr 12, 20231 min read
Robert achieves CFP® certification
We are proud to announce that Robert has recently passed the CFP® exam and is now a CERTIFIED FINANCIAL PLANNER™. Robert has been...
Feb 17, 20231 min read
Green Century fights Fossil Fuel by targeting insurance
We wanted to share an update from Green Century’s progressive work with the fossil fuel free movement. Green Century is the only mutual...
Jan 20, 20232 min read
PepsiCo Pledges to Double Zero-Waste Packaging by 2030
We wanted to share an update from As You Sow’s progressive work on Plastic Pollution. As You Sow, a partner organization of Blue Summit,...
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