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

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