Feb 92 minKey Themes for Sustainable Investing in 2024We wanted to share an update from IMPAX Asset Management, a thought leader in the sustainable investment industry. Blue Summit has...
Jan 191 min2024 Blue Summit Financial Fitness WebinarDear Clients and Friends of Blue Summit, We recently hosted a webinar titled 2024 New Year's Financial Fitness featuring Allen, Robert...
Nov 30, 20231 minTax credit guide for Solar, EVs and home energy upgradesDear Clients and Friends of Blue Summit, We hope this message finds you in good health this Holiday season. We wanted to share some...
Nov 9, 20231 minIRA and 401(k) contribution limits for 2023Dear Clients and Friends of Blue Summit, As a reminder, here are the 2023 limits for IRA and 401k contributions. The annual IRA...