Blog

In our Blog, you can see what’s on our mind here at Blue Summit.  Whether it’s ideas from the industry, noteworthy stories, or personal updates, you can read about it here. So keep checking in, we’re glad to have you reading along with us!

 

Monday, January 7, 2019

2018 Year-End Market Report from Blue Summit Wealth Management We hope you all had a wonderful Holiday Season! We enjoyed being here for you during the bumpy market year of 2018, and whatever 2019 brings us, we will continue to be...

 

Tuesday, December 18, 2018

We wanted to share a quick update from Trillium’s frontline work with gender equality in corporations. Trillium sub-advises the Portfolio 21 (PORTX) mutual fund which is held in our Fossil Fuel Free portfolio. The below is the...

 

Monday, November 12, 2018

We had a great time at our recent event! Some local La Mesa clients hosted about 30 of us for a morning of nature education and inspiration. They have converted their backyard pool into a pond teeming with koi, turtles, aquatic plants...

 

Monday, November 12, 2018

We’ve all just returned from the 29th Annual SRI Conference in Colorado Springs. The theme this year was "Be a Part of the Change" We had a great time learning what’s new in our industry and the world of responsible finance...

 

Tuesday, September 18, 2018

Check out Allen Trim on local SD TV program Real Talk San Diego during their "Wealth Hour" segment filmed in September 2018. Click the blog post for a link to watch the video available on Youtube.

 

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Wednesday, June 13, 2018

Dear Clients and Friends of Blue Summit, The seasons change and we change with them. It is always an interplay between us and nature. Without thinking, we harmonize to our surroundings, automatic as dressing lighter when the Spring...

 

Wednesday, May 31, 2017

Signals of spring are all around us…in San Diego, there are blooming yellow brittlebush flowers along the highways and purple Jacaranda trees. There’s the return of the marine layer, Padres games and 8pm sunsets. And...