We recently hosted a webinar covering key considerations for advanced age, what to look for in retirement communities, care costs, and how to think through your options. The webinar was presented by Robert and guest Lauren D’Vincent from in-home care provider Visiting Angels. Please click here or below to check it out. We hope you enjoy the content and let us know if you have any comments!

It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue Summit investment models. With North American headquarters in Boston, Massachusetts, Veolia is a leader in water, waste, and energy management solutions. Their services support municipalities, industrial customers, and communities across the continent — helping provide clean drinking water, reduce waste, and deliver more efficient energy systems.

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