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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

From Blue Summit Wealth Management Four Tax-Lowering Investment Ideas for 2014

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...
 

Active Shareholders Push to Limit Development of Hudson River

Blue Summit signed onto an investor letter asking LG Electronics to modify the design of its new U.S. headquarters building in Englewood Cliffs, NJ in order to protect the Palisades, a long-cherished Hudson River landscape just north...
 

Heart of Financial Planning Award – Judith L. Seid honored for Pro-Bono Project

Press Release: March 19, 2014 Judith L. Seid, CFP®, was honored with The Heart of Financial Planning Award by the Financial Planning Association® FPA®, the largest professional association for CERTIFIED FINANCIAL PLANNERTM (CFP®)...
 

Shiller Index Points to Inflated Stock Prices

It is the beginning of December 2013 and the S&P 500 index is merely points below the all time high. This index has seen 27% growth over the past year and 101% growth over the last five years. The Dow and Nasdaq indexes are also close...
 

End-of-the-Year Money Moves

Here are some things you might want to do before saying goodbye to 2013. What has changed for you in 2013? Did you start a new job – or leave a job behind? Did you retire? Did you start a family? If some notable changes occurred in...
 

FOR IMMEDIATE RELEASE: November 12, 2013

Fossil Fuel Divestment Dominates Financial Conference: Blue Summit at Cutting Edge Two weeks ago marked the 24th anniversary for The SRI Conference on Sustainable, Responsible, Impact Investing (formerly SRI in the Rockies), held this...
 

Fossil Fuel Divestment Dominates Financial Conference: Blue Summit at Cutting Edge

FOR IMMEDIATE RELEASE: November 12, 2013 Posted on November 12, 2013Filed Under Alternative Energy, Blue Summit News, Climate Change, Green Investing, Investment Related, Socially Responsible Investing Fossil Fuel Divestment Dominates...
 

Fight Climate Change with Your Portfolio

Four Steps to Get Your Money Working for Clean Air, NOW! A recent study from Oxford concluded that the current divestment campaign persuading investors to take their money out of the fossil fuel sector is growing faster than any...
 

Managing Portfolios Through the Debt Ceiling

Founded by Robert Zevin, Harvard PhD Economist and SRI pioneer, Zevin Asset Management is a tactical (ie. active sector rotation) manager who takes a defensive approach to managing money. In light of the government shutdown, the...
 

SRI Advisors’ Succession Plan Survey Results – 2010

In 2010, Blue Summit Wealth Management in conjunction with First Affirmative Financial Network, conducted a survey to assess the need for business succession planning among SRI advisors around the country. Here is a snapshot of the...
 

Why Invest Responsibly?

During our annual reviews with clients and then through an exclusive email campaign to our e-newsletter’s biggest fans, we asked survey recipients to rank their preference on our firm’s communications. Basically we wanted to know how...
 

Lower Your Taxes by Cleaning up the Environment

As the single largest housing expense after a mortgage payment, utilities are a significant cost to home ownership. You can save money on the cost of utilities by purchasing new energy-efficient heating and cooling systems or by...
 

March Lunch & Learn – Investments That May Lower Your Taxes in 2013

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...
 

TRUE MEANING OF WEALTH FOR 2013

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...
 

Mergers in Lineage

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...
 

Business Succession – Steps to Prepare for a Successful Business Exit

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 ANSWER: Dear Ronald, I am proud of you for asking this question because...
 

Steve Schneck Quartet – Dedicated to You

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...
 

Update on Clean Energy 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...