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Sep 62 min read

Company Highlight – Agilent Technologies

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

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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© 2024 Blue Summit Wealth | Designed by Mint Marketing Disclaimer

© 2024 Blue Summit Wealth | Designed by Mint Marketing
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