Tax 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...
IRA 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...
Navigating the Human Element in Financial Decision-Making We wanted to shift gears from our emails about shareholder advocacy and instead talk about one of the more cloudy aspects of investments...