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2021 Year in Review from Blue Summit


Another year has closed, and we are excited to move forward into 2022 with you. Financially we had another fantastic year and that enables our clients to fulfill their financial plans and goals, our main purpose here at Blue Summit.


In a year where we all continued to deal with the many impacts of Covid-19, social unrest, supply chain uncertainty and inflation, it is important to point out humanity’s successes. While the 24 hour news cycle tells us the world is falling apart on a daily basis, if you take a yearly or decade view of humanity’s achievements it becomes apparent that the improvements outweigh the negatives. These are two of our favorite charts:

If you are interested in more of these long term trends check out the wonderful visuals here


What good sources of information have you all enjoyed lately?


One important topic that we have been hearing about a lot lately is inflation. While it has persisted over the last few quarters and long enough to surpass the prior “transitory” characterization, we do believe these recent high levels are due to the significant transitions in our economy that took place between December 2019 and now. It is important to remember that inflation figures are always given in a 12 month trailing time period, so future inflation figures will ease as today’s prices eventually become the new starting point. Even with low inflation, the purchasing power of your dollars declines every single year, that is one reason we so strongly believe in the investment of real assets at an appropriate level for your situation.


Since our firm’s mission is Sustainable and Responsible Investing, we also wanted to include a couple SRI stories from 2021 here as well:

Looking ahead to 2022 we have the following events and themes Blue Summit is monitoring closely:

  • Fed Reserve monetary policy plan – including interest rate increases

  • Supply chain and employment

  • Domestic Real Estate

  • Inflation

  • US Midterm elections in the fall

  • Geopolitical conflicts including Russia and China

And some other interesting subjects you may want to consider discussing with us:

  • Renewable energy and the transition away from fossil fuels

  • The increased popularity of impact investing

  • Cryptocurrency, is this on your radar? We can help

What other topics are you interested in hearing more about as we move into 2022?

Let us know at service@bluesummitwealth.com



Personal Updates:

Allen and his wife Rachel have been enjoying watching their son Anders grow into a mobile toddler and are excited to welcome a baby girl to the family in April 2022.


Robert and his partner Kyra have been enjoying the ride with their son Shiloh, now 4-months old. They can’t wait until he can join them on hikes and their paddleboards!


Judy continues to embrace being a Grandmother with her two grandsons and competed in four gravel bike races in the Western US, winning her age group in two of the four.


Veronica and Silvia – Have enjoyed spending more time with their families. They truly appreciate being in touch with all of you.