Happy New Year to you all!  We cannot wait to see what is in store for the rest of 2026. First, a recap of 2025 which represented the third positive year in a row for the stock market.  The first half of the year presented us with above average volatility and a market downturn, mostly due to tariff uncertainty.  Then we rallied throughout the rest of the year to a strong finish.  The significant change from April’s low to where we are today shows the importance of not timing

Hello Blue Summit Clients, Robert and his family have some exciting news to share…on December 14 th  at 7:01am they welcomed Mia Elena Seid  into the world!  The newest addition to the Blue Summit family clocked in at 8lbs 1 oz and 20 inches long.  We are happy to report that Baby Mia is healthy and Kyra is recovering very well!   Her first days have been all about eating, sleeping, and lots of stretching out.  We are incredibly grateful for little Mia and look forward to all

It’s important for you to know how your investments support shaping a more responsible future for AI. Artificial Intelligence (AI) is rapidly changing how businesses operate, but without proper guardrails, it can also create risks — from privacy concerns to biased outcomes.   Our fund mangers have made responsible AI a stewardship priority, encouraging companies to build systems that are well-governed, protective of human rights, and environmentally forward.   Why Responsible

After At Blue Summit, we partner with fund managers who share our belief that strong, responsible businesses make strong, long-term investments. Parnassus Investments—one of our core partners—recently released their 2025 Stewardship and Sustainability Report , and we wanted to share some of the highlights with you. We often reference the term ESG, but here’s a quick refresher.  ESG stands for Environmental, Social, and Governance —a framework investors use to evaluate how com

After the codification of the One Big Beautiful Bill Act we waited for the dust to settle so we can provide you with a simple and...

Dear Clients and Friends of Blue Summit,   I’m back from another excellent season in Bristol Bay, Alaska.  This year’s run was a...

Plastic pollution represents one of today's more urgent environmental challenges.  As plastics enter our oceans, rivers, and lakes, it...

It is important for you to know how your investments are making a difference.  We wanted to share a company highlight from our Blue...

In recent months, the landscape for environmental and social initiatives has faced new challenges with shifting policies and regulatory...

We wanted to update everyone on sustainability efforts occurring within our Blue Summit investment models. Blue Summit has worked with...

Your portfolio works for positive change by investing in companies that have stronger environmental and social footprints than their...

At Blue Summit Wealth Management, we strive to keep you informed about the companies making a positive impact through sustainable...

It is important for you to know how your investments are making a difference.  We wanted to share a company highlight from our Blue...

It is important for you to know how your investments are making a difference.  We wanted to share a company highlight from our Blue...

We recently hosted a webinar titled 2024 Market Insights and Sustainable Investment Trends featuring Allen and Robert.  We covered the...

We wanted to share an update from Green Century’s progressive work on reducing plastic usage. Green Century is the only mutual fund...

We wanted to share an update from IMPAX Asset Management, a thought leader in the sustainable investment industry.   Blue Summit has...

Dear Clients and Friends of Blue Summit, We recently hosted a webinar titled 2024 New Year's Financial Fitness featuring Allen, Robert...

Dear Clients and Friends of Blue Summit, We hope this message finds you in good health this Holiday season. We wanted to share some...

Dear Clients and Friends of Blue Summit, As a reminder, here are the 2023 limits for IRA and 401k contributions. The annual IRA...