We wanted to update everyone on sustainability efforts occurring within our Blue Summit investment models. Blue Summit has worked with...

Your portfolio works for positive change by investing in companies that have stronger environmental and social footprints than their...

At Blue Summit Wealth Management, we strive to keep you informed about the companies making a positive impact through sustainable...

It is important for you to know how your investments are making a difference.  We wanted to share a company highlight from our Blue...

It is important for you to know how your investments are making a difference.  We wanted to share a company highlight from our Blue...

We recently hosted a webinar titled 2024 Market Insights and Sustainable Investment Trends featuring Allen and Robert.  We covered the...

We wanted to share an update from Green Century’s progressive work on reducing plastic usage. Green Century is the only mutual fund...

We wanted to share an update from IMPAX Asset Management, a thought leader in the sustainable investment industry.   Blue Summit has...

Dear Clients and Friends of Blue Summit, We recently hosted a webinar titled 2024 New Year's Financial Fitness featuring Allen, Robert...

Dear Clients and Friends of Blue Summit, We hope this message finds you in good health this Holiday season. We wanted to share some...

Dear Clients and Friends of Blue Summit, As a reminder, here are the 2023 limits for IRA and 401k contributions. The annual IRA...

We wanted to shift gears from our emails about shareholder advocacy and instead talk about one of the more cloudy aspects of investments...

We wanted to share an update from Parnassus’ progressive work with improving corporate workplaces, in this case at Apple. Parnassus is a...

We wanted to share an update from Green Century’s progressive work with reducing deforestation. Green Century is the only mutual fund...

Dear Clients and Friends of Blue Summit, I’m back again from another successful season in Bristol Bay, Alaska. We had a strong and...

It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...

It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...

We wanted to share an update from Green Century’s progressive work with improving the semiconductor industry. Green Century is the only...

We hosted a webinar recently titled Real-World Investment Impact in conjunction with As You Sow CEO Andy Behar. We dove into the world...

We are proud to announce that Robert has recently passed the CFP® exam and is now a CERTIFIED FINANCIAL PLANNER™. Robert has been...