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,...

Dear Clients and Friends of Blue Summit, I’ve returned safely from another season in Bristol Bay. With the wettest July in recent...

We wanted to share an update from Green Century’s progressive work with Deforestation within their funds. Green Century is the only...

Valero has introduced a new Energy Transition performance measure into its compensation program for executive officers, as requested in a...

Apple announced it’s carbon removal initiative – the Restore Fund - that will invest in forestry projects to remove carbon from the...

We announced during our 2020 recap that one of our Partners, Allen Trim, received his Certified Valuation Analyst (CVA) credential at the...

Business Owner Workshop We hosted a webinar last week titled Protecting Your Loved Ones in conjunction with Estate Attorney Mandie...

We think it is important for you to know how your investments are making a difference. We wanted to share a company highlight within one...

Below is a helpful article about reducing costs in retirement without sacrificing your lifestyle. We hope you enjoy it! Please click here...

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,...

Business Owner Workshop We hosted a webinar last week aimed at Small Business Owners in conjunction with Estate Attorney Mandie Bullock. ...

We wanted to share an update from Trillium Asset Management’s progressive work with environmental protection. Blue Summit utilizes...

We think it is important for you to know how your investments are making a difference. We wanted to share a company highlight within one...

Financial Resolutions for 2021 We hosted a webinar last week to discuss Financial Resolutions for 2021 in conjunction with Estate...

Each day provides us with challenges, but it is no understatement to say that the year of 2020 was an exceptionally challenging year....

The Washington D.C. football franchise, the Redskins, have long been criticized for using a racial slur as their team name. After a long...

We think it is important for you to know how your investments are making a difference. We wanted to share a company highlight within one...

We wanted to share an update from Green Century’s progressive work with Deforestation within their funds. Green Century is the only...

We think it is important for you to know how your investments are making a difference. We wanted to share a company highlight within one...

Perhaps the best place to start on Social Security is with a brief history. The Social Security Act was signed into law by President...