Dear Clients and Friends of Blue Summit, Another memorable season in Bristol Bay, Alaska is in the books, my 8th as skipper and my 17th total. The bay wide run came in near the forecasted total, with approximately 45 million fish returning to the watershed. Our home river of Egegik was again a standout of the five main river systems, giving us many opportunities to explore the 25 square mile district to find fish. It was one of the colder seasons in memory with many days

Many clients tell us they want their financial lives to feel organized and thoughtful — not just for themselves, but for their children as well. While financial and estate planning often focuses on documents and tax strategies, one of the most valuable steps can simply be having a clear conversation with your family. Talking with your children about your financial plan can help reduce uncertainty, prevent misunderstandings, and make future transitions smoother. These conversa

It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue Summit investment models. It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue Summit investment models. Headquartered in Massachusetts, Thermo Fisher Scientific is a global leader in scientific instruments, diagnostics, and laboratory services. Their technology helps

We recently hosted a webinar covering key considerations for advanced age, what to look for in retirement communities, care costs, and how to think through your options. The webinar was presented by Robert and guest Lauren D’Vincent from in-home care provider Visiting Angels. Please click here or below to check it out. We hope you enjoy the content and let us know if you have any comments!

It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue Summit investment models. With North American headquarters in Boston, Massachusetts, Veolia is a leader in water, waste, and energy management solutions. Their services support municipalities, industrial customers, and communities across the continent — helping provide clean drinking water, reduce waste, and deliver more efficient energy systems.

Due to the increased geopolitical turbulence of late we wanted to reach out and provide market context, ensuring you stay informed and grounded about your investments with Blue Summit. Most of the volatility we have seen in the investment space so far has been restricted to the cost of oil. Blue Summit investments have no direct exposure to the price of oil and therefore we are somewhat sheltered from this current volatility. However, oil remains a key input in the economy

Dear Clients of Blue Summit, Our office is ready to support you this tax season. Please review the following carefully: If you’ve opted for e-delivery, tax documents will be posted electronically (more below). Otherwise, investment tax documents are mailed directly to you. Expect 1099s (e.g., Pershing brokerage accounts, REITs) by late February-March, though timing may vary. IRA distributions or RMDs will be on 1099-Rs, those typically arrive by late January or early Februar

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 14th 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 th

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 compa

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 practical summary of what it means for you. The new legislation touches on a wide range of tax provisions, our goal here is to list the changes that we believe to be most applicable to Blue Summit clients. Many of the changes don’t take effect until tax year 2026. One key exception is a temporary increase to the State and Local Tax (SALT) deducti

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...