Due to the increased geopolitical turbulence of late we wanted to reach out and provide market context, ensuring you stay informed and grounded about your investments with Blue Summit. Most of the volatility we have seen in the investment space so far has been restricted to the cost of oil.  Blue Summit investments have no direct exposure to the price of oil and therefore we are somewhat sheltered from this current volatility.  However, oil remains a key input in the economy

Dear Clients of Blue Summit, Our office is ready to support you this tax season.  Please review the following carefully: If you’ve opted for e-delivery, tax documents will be posted electronically (more below). Otherwise, investment tax documents are mailed directly to you. Expect 1099s (e.g., Pershing brokerage accounts, REITs) by late February-March, though timing may vary. IRA distributions or RMDs will be on 1099-Rs, those typically arrive by late January or early Februar

Happy New Year to you all!  We cannot wait to see what is in store for the rest of 2026. First, a recap of 2025 which represented the third positive year in a row for the stock market.  The first half of the year presented us with above average volatility and a market downturn, mostly due to tariff uncertainty.  Then we rallied throughout the rest of the year to a strong finish.  The significant change from April’s low to where we are today shows the importance of not timing