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 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