Four Tax-Lowering Investment Ideas for 2013
Posted on April 3, 2013
Filed Under Financial Planning, Real Estate, Taxes
The American Taxpayer Relief Act of 2012 (ie. The Fiscal Cliff Deal) along with the Affordable Health Care Act of 2010 (ie. Obamacare) have created a number of changes that may impact your taxes in the current year.
After hosting a full-house Lunch & Learn on this topic last month, we wanted to share the Four Tax-Lowering Investment Ideas for 2013 with everyone, so that you might mitigate your tax liability and/or increase your net income this year (read below).
Keep in mind that you should always consult with your tax professional for specific questions regarding your particular tax circumstances.
March Lunch & Learn – Investments That May Lower Your Taxes in 2013
Posted on February 26, 2013
Filed Under Event Invite, Financial Planning, Investment Related, Taxes
Blue Summit is hosting an informal monthly luncheon workshop series in 2013 to educate attendees on various, timely topics.
In the spirit of tax season, the next workshop will be held this upcoming Friday, March 1st, covering Investments That May Lower Your Taxes in 2013.
Visit the Events Page to view the invite and submit your RSVP, or simply call: (619) 698-4330.
TRUE MEANING OF WEALTH FOR 2013
Posted on February 15, 2013
Filed Under Financial Planning, Market Update, Taxes
Happy New Year from all of us at Blue Summit Wealth Management. Our wish for 2013 is that this will be your best year ever!! We hope that you will consider recognizing what true wealth means to you. The true meaning of wealth is not the abundance of possessions and property as Merriam-Webster or modern society might lead us to believe. Let us and our children not be misled towards an illusory desire for personal consumption. We would rather measure wealth as being able to find fulfillment in one’s life. This for us means having the self-determination to control those aspects that will lead to happiness including having successful quality relationships, an enriching social life, opportunities for intellectual & creative development, physical health & fitness, a richness of love with deep emotional connections, and an avenue in which to help others who are needy or less fortunate. Please remember that how we chose to define wealth is what we will model and pass on to our children and what they will desire and strive for in life. So as we enter 2013, we hope that you will ponder what true wealth means to you and that you will strive to achieve more of that this year.
Mergers in Lineage
Posted on October 11, 2012
Filed Under Blue Summit News
Johnston + Yount = Yonston
In August of last year Shane Johnston, Vice President at Blue Summit Wealth Management, got married. When he and his bride, Kelly Yount, were deciding what their last name should become, they took an 
untraditional path by combining their surnames to form Kelly and Shane Yonston.
When asked about their decision, Shane remarked, “It’s like a stock merger, where both companies have valuable histories worth preserving and, instead of ending one in favor of the other, both get carried into the future. Like 20th Century Fox, which got its name when Fox Film merged with Twentieth Century Pictures in the 1930s… except Kelly and I are maybe a little less glamorous.”
Business Succession – Steps to Prepare for a Successful Business Exit
Posted on July 26, 2012
Filed Under Business Owner Planning, Financial Planning
QUESTION:
I am a business owner and want to retire by selling my business sometime in the next 5-7 years. Do you have any advice to help me be successful? Ronald
Steve Schneck Quartet – Dedicated to You
Posted on February 15, 2012
Filed Under Clients make News
Steve Schneck and his wife Julie Brown live in Chicago, Illinois with their two kids. Attorney by day, trumpet player by night, Steve recently released his second CD, titled “Dedicated To You”.
The Steve Schneck Quartet (trumpet/flugelhorn, guitar, bass and drums) features jazz standards and tunes from the bebop and swing eras, with an emphasis on musical interaction and creativity.
You can find recent posts from the group on their Facebook page under “Steve Schneck Music”. In addition, you can listen to samplings of Steve’s CD and purchase a copy by going to CD Baby here. Included on that site you’ll find the Album Notes:
Update on Clean Energy Investing
Posted on January 17, 2012
Filed Under Alternative Energy, Green Investing, Investment Related, Market Update, Socially Responsible Investing
By Shane G. Johnston & Judith L. Seid, CFP®
Many of our clients own some stock in clean energy companies and so, given the significant negative performance of this sector over the last couple of years, we’ve had numerous conversations about where these companies are headed and whether or not they still make good investment sense.
Shareholder Activism in San Diego
Posted on November 29, 2011
Filed Under Event Invite, Investment Related, Shareholder Activism, Socially Responsible Investing
By Shane G. Johnston & Judith L. Seid, CFP®
How Local Leaders Can Increase Their Impact…
On December 13th, Blue Summit hosted an event for local environmental and social advocate leaders to explore how they can use shareholder activism as a tool to further their mission.
Our presenter was Andrew Behar, CEO of the San Francisco-based non profit group As You Sow, who’ve been promoting environmental and social corporate responsibility through shareholder advocacy since 1997.
Mr. Behar presented to a group of non-profit leaders about his work, highlighting As You Sow’s current shareholder campaign, asking companies to disclose the risks of hydraulic fracturing, also called “fracking”. In addition, we explored how we could utilize the power of shareholder engagement as a way to influence companies, locally or globally, in a way that would contribute to the mission of each participants’ organization.
After some discussion about what issues might be worth addressing, and considering some common points of interest, we ended by identifying what other groups or individuals might be helpful to include in the conversation. Our objective is to host another similar educational event toward the end of next quarter, with the intention of forming a coalition of local investors who can represent one or more issues of importance at the shareholder level.
About Shareholder Engagement…
Read more
Holiday Cocktail Party
Posted on November 14, 2011
Filed Under Event Invite
Click HERE to RSVP
No Fracking Way
Posted on November 8, 2011
Filed Under Alternative Energy, Climate Change, Green Investing, Investment Related, Shareholder Activism, Socially Responsible Investing
By Shane G. Johnston & Judith L. Seid, CFP®
As Nobel Prize-winning economist Paul Krugman wrote in his The New York Times column yesterday, Here Comes the Sun, fracking involves significant costs to the environment that are not currently being 
regulated. Exploring how environmentally conscious shareholders can influence this reality, Blue Summit Wealth Management President, Judy Seid attended No Fracking Way, a fundraiser for the non-profit shareholder advocacy organization As You Sow.
Since 1992, As You Sow has used shareholder advocacy and the financial markets to catalyze positive change within publicly held companies. The event was held at a loft overlooking Venice Beach, CA where attendees were joined by Josh Fox, the director and producer of the movie Gasland via Skype projected onto the wall. Now that was sooo Hollywood!
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