Shareholder Advocacy Pushes Kraft Heinz No-Deforestation Policy
We wanted to share an update from Green Century’s progressive work with reducing deforestation. Green Century is the only mutual fund...
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- Aug 8
- 1 min
Robert's 2023 Alaska Season
Dear Clients and Friends of Blue Summit, I’m back again from another successful season in Bristol Bay, Alaska. We had a strong and...
- Jul 21
- 2 min
Company Highlight – ASML
It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...
- Jun 23
- 2 min
Company Highlight – Xylem
It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...
- May 26
- 1 min
Semiconductor companies move ahead with Climate Transition Plans
We wanted to share an update from Green Century’s progressive work with improving the semiconductor industry. Green Century is the only...
- Apr 28
- 1 min
BSWM Webinar: Real-World Investment Impact with As You Sow
We hosted a webinar recently titled Real-World Investment Impact in conjunction with As You Sow CEO Andy Behar. We dove into the world...
- Apr 12
- 1 min
Robert achieves CFP® certification
We are proud to announce that Robert has recently passed the CFP® exam and is now a CERTIFIED FINANCIAL PLANNER™. Robert has been...
- Feb 17
- 1 min
Green Century fights Fossil Fuel by targeting insurance
We wanted to share an update from Green Century’s progressive work with the fossil fuel free movement. Green Century is the only mutual...
- Jan 20
- 2 min
PepsiCo Pledges to Double Zero-Waste Packaging by 2030
We wanted to share an update from As You Sow’s progressive work on Plastic Pollution. As You Sow, a partner organization of Blue Summit,...
- Jan 5
- 3 min
Summary of the SECURE Act 2.0
The Consolidated Appropriations Act of 2023 became law on December 23rd 2022. This legislation included what’s known as the SECURE Act...
- Dec 2, 2022
- 2 min
Company Highlight – American Water Works
It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...
- Nov 1, 2022
- 1 min
Increased IRA and 401(k) contribution limits for 2023
Dear Clients and Friends of Blue Summit, Last week, the IRS announced increased contribution limits for IRAs and Roth IRAs for tax year...
- Sep 30, 2022
- 2 min
The Case for Railroads in the 21st Century
We wanted to share an update from Parnassus’ work with clean energy and transportation via their investments in railroad companies. It is...
- Sep 2, 2022
- 1 min
Robert's 2022 Alaska Season
Dear Clients and Friends of Blue Summit, I’ve returned safely and am in high spirits from another season in Bristol Bay. We had a...
- Aug 24, 2022
- 2 min
Summary of the 2022 Inflation Reduction Act
The Inflation Reduction Act of 2022 was signed into law by President Biden on August 16th 2022. The legislation includes large...
- Jul 29, 2022
- 2 min
Green Century presses Home Depot on deforestation
We wanted to share an update from Green Century’s progressive work with deforestation. Green Century is the only mutual fund company in...
- Jul 1, 2022
- 1 min
Apple, Google Respond to Shareholders on Right to Repair
Apple, Google and other large tech manufacturers have responded quickly to shareholder proposals on the “right to repair” movement. The...
- Jun 3, 2022
- 1 min
Shareholder Engagement Reduces Risk
As the responsible investing industry matures, more research shows how its principles can benefit investors. A recent study highlights...
- Apr 29, 2022
- 2 min
Company Highlight – Trimble
It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...
- Apr 6, 2022
- 1 min
BSWM Webinar - Get Smart with John and Judy
Be Money Savvy & Real Estate Smart We hosted a webinar last week titled Be Money Savvy & Real Estate Smart in conjunction with real...
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