Robert's 2021 Alaska Season
Dear Clients and Friends of Blue Summit, I’ve returned safely from another season in Bristol Bay. With the wettest July in recent...
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Jul 22, 20211 min read
JPMorgan Chase Adopts Deforestation Policies
We wanted to share an update from Green Century’s progressive work with Deforestation within their funds. Green Century is the only...
Jul 1, 20211 min read
Valero Aligns Executive Compensation With Climate Targets
Valero has introduced a new Energy Transition performance measure into its compensation program for executive officers, as requested in a...
Jun 10, 20211 min read
Apple puts $200 million towards Forest Restoration Fund.
Apple announced it’s carbon removal initiative – the Restore Fund - that will invest in forestry projects to remove carbon from the...
May 27, 20212 min read
Blue Summit Expertise – Business Valuation
We announced during our 2020 recap that one of our Partners, Allen Trim, received his Certified Valuation Analyst (CVA) credential at the...
May 11, 20211 min read
BSWM Webinar: Protecting Your Loved Ones
Business Owner Workshop We hosted a webinar last week titled Protecting Your Loved Ones in conjunction with Estate Attorney Mandie...
May 6, 20212 min read
Company Highlight - Royal DSM
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...
Apr 15, 20211 min read
3 Ways for Retirees to Trim Costs, Not Lifestyle
Below is a helpful article about reducing costs in retirement without sacrificing your lifestyle. We hope you enjoy it! Please click here...
Mar 25, 20212 min read
Mondelez and PepsiCo Commit to Reduce Plastic Usage
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,...
Mar 9, 20211 min read
BSWM Webinar: Business Owner Workshop
Business Owner Workshop We hosted a webinar last week aimed at Small Business Owners in conjunction with Estate Attorney Mandie Bullock. ...
Mar 5, 20212 min read
Bank of America commits - No more funding of Arctic Oil
We wanted to share an update from Trillium Asset Management’s progressive work with environmental protection. Blue Summit utilizes...
Feb 5, 20212 min read
Company Highlight-Schneider Electric
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...
Jan 13, 20211 min read
BSWM Webinar: Financial Resolutions for 2021
Financial Resolutions for 2021 We hosted a webinar last week to discuss Financial Resolutions for 2021 in conjunction with Estate...
Jan 8, 20213 min read
2020 Year in Review from Blue Summit
Each day provides us with challenges, but it is no understatement to say that the year of 2020 was an exceptionally challenging year....
Nov 30, 20202 min read
How Socially Responsible Investing Changed an NFL Football Team
The Washington D.C. football franchise, the Redskins, have long been criticized for using a racial slur as their team name. After a long...
Nov 13, 20202 min read
Company Highlight – Umicore
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...
Oct 22, 20202 min read
Shareholder Impact – Procter & Gamble Pressed to End Deforestation
We wanted to share an update from Green Century’s progressive work with Deforestation within their funds. Green Century is the only...
Oct 1, 20202 min read
Company Highlight – Hannon Armstrong
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...
Sep 16, 20203 min read
4 Things To Know About Social Security
Perhaps the best place to start on Social Security is with a brief history. The Social Security Act was signed into law by President...
Aug 23, 20201 min read
Robert's 2020 Alaska Season
Dear Clients and Friends of Blue Summit, Another year in Bristol Bay is behind me. This season marked my 10th as a fisherman…funny that...
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