Shareholder Activism in San Diego

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 [...]

No Fracking Way

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 [...]

In Support of the Occupy Movement

By Shane G. Johnston & Judith L. Seid, CFP®
The occupy movement quickly went from local action to a global howl of protest. A month after its launch, more than 900 cities around the world hosted protests affiliated to the Occupy cause.
In light of this public outcry, our community of Responsible Investors declares its support. We echo [...]

Shareholders Question Eastman Kodak’s Position With U.S. Chamber

By Shane G. Johnston & Judith L. Seid, CFP®
Blue Summit Wealth Management, a leader in responsible investment services, was asked to represent shareholders at Eastman Kodak’s annual shareholder meeting, held in Carlsbad, CA on May 11th this year.

Corporate Political Contributions & Shareholder Consent

By Shane G. Johnston & Judith L. Seid, CFP®
In January of this year, the Supreme Court in a 5-4 decision overturned two precedents that regulated corporate funding of political broadcasts in candidate campaigns, and as a result it is now much easier for corporations to fund advertising that supports or attacks candidates in the media. 

Shareholder Activism – Part III

By Shane G. Johnston & Judith L. Seid, CFP®
In Part I of this series we described the general process of shareholder activism and in Part II we gave some examples of issues currently being pursued by Socially Responsible Investors by way of filing resolutions and engaging with corporate executives to influence more just and sustainable [...]

Shareholder Activism – Part II

By Shane G. Johnston & Judith L. Seid, CFP®
In our first post on this topic, we discussed the power of shareholder activism and a couple of the watch dog groups that organize the SRI industry’s efforts to create positive social and environmental change.
Now we are going to post a list of current resolutions being filed [...]

Shareholder Activism – Part I

By Shane G. Johnston & Judith L. Seid, CFP®
As shareholders we have the power to influence corporate policies.  Over the years, systems have evolved within the Socially Responsible Investment industry by which our collective shares may be leveraged to create major policy shifts in corporate America, so that companies incorporate more sustainable and just business [...]

FA Green Highlights Blue Summit’s Client Action Network

This material is provided by By Shane G. Johnston & Judith L. Seid, CFP® and written by Dorothy  Hinchcliff, a non-affiliate of the Firm.
 During this severe economic downturn that’s driven revenue lower for many advisory firms, it’s more important than ever for advisors to come up with creative ways to serve clients and keep their business. [...]



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