Summary of the SECURE Act 2.0
The Consolidated Appropriations Act of 2023 became law on December 23rd 2022. This legislation included what’s known as the SECURE Act...
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Dec 2, 20222 min read
Company Highlight – American Water Works
It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...
Nov 1, 20221 min read
Increased IRA and 401(k) contribution limits for 2023
Dear Clients and Friends of Blue Summit, Last week, the IRS announced increased contribution limits for IRAs and Roth IRAs for tax year...
Sep 30, 20222 min read
The Case for Railroads in the 21st Century
We wanted to share an update from Parnassus’ work with clean energy and transportation via their investments in railroad companies. It is...
Sep 2, 20221 min read
Robert's 2022 Alaska Season
Dear Clients and Friends of Blue Summit, I’ve returned safely and am in high spirits from another season in Bristol Bay. We had a...
Aug 24, 20222 min read
Summary of the 2022 Inflation Reduction Act
The Inflation Reduction Act of 2022 was signed into law by President Biden on August 16th 2022. The legislation includes large...
Jul 29, 20222 min read
Green Century presses Home Depot on deforestation
We wanted to share an update from Green Century’s progressive work with deforestation. Green Century is the only mutual fund company in...
Jul 1, 20221 min read
Apple, Google Respond to Shareholders on Right to Repair
Apple, Google and other large tech manufacturers have responded quickly to shareholder proposals on the “right to repair” movement. The...
Jun 3, 20221 min read
Shareholder Engagement Reduces Risk
As the responsible investing industry matures, more research shows how its principles can benefit investors. A recent study highlights...
Apr 29, 20222 min read
Company Highlight – Trimble
It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...
Apr 6, 20221 min read
BSWM Webinar - Get Smart with John and Judy
Be Money Savvy & Real Estate Smart We hosted a webinar last week titled Be Money Savvy & Real Estate Smart in conjunction with real...
Mar 30, 20221 min read
San Diego Native Garden Tour 2022
Dear Blue Summit Clients and Friends, We wanted to inform you of an upcoming event we think you’d be interested in! Spend the day...
Jan 28, 20222 min read
Company Highlight – First Solar
It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...
Jan 7, 20223 min read
2021 Year in Review from Blue Summit
Another year has closed, and we are excited to move forward into 2022 with you. Financially we had another fantastic year and that...
Dec 10, 20212 min read
Shareholder Impact – Investors pressure Microsoft to clean up product lifecycle
We wanted to share an update from As You Sow’s progressive work on corporate waste and resource efficiency. As You Sow, a partner...
Nov 12, 20211 min read
A Third Act for Baby Boomers
One of our Vermont-based clients based is involved with an organization that we want you to know about. The organization is called Third...
Oct 29, 20211 min read
Coca-ColaShareholder Impact - Green Century doubles down on Plastic Pollution
We wanted to share an update from Green Century’s progressive work with plastic pollution. Green Century is the only mutual fund company...
Oct 1, 20212 min read
CEO Compensation increasingly tied to Social Goals
We wanted to report on a trend we’ve been observing in the world of shareholder engagements. More and more we are seeing corporations...
Sep 10, 20211 min read
Investors Call for Permanent Bristol Bay Protections
We wanted to share an update from Trillium Asset Management’s progressive work with environmental protection. Blue Summit utilizes...
Aug 26, 20213 min read
Economic and Market Update
Recently one of the stock market indices, the S&P 500 did an amazing thing. It doubled from the low in March of 2020 to its August 16,...
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