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Shareholder Impact – Investors pressure Microsoft to clean up product lifecycle
We wanted to share an update from As You Sow’s progressive work on corporate waste and resource efficiency. As You Sow, a partner...
Blue Summit Wealth
Dec 10, 20212 min read


A Third Act for Baby Boomers
One of our Vermont-based clients based is involved with an organization that we want you to know about. The organization is called Third...
Blue Summit Wealth
Nov 12, 20211 min read


Shareholder Impact - Green Century doubles down on Plastic Pollution
We wanted to share an update from Green Century’s progressive work with plastic pollution. Green Century is the only mutual fund company...
Blue Summit Wealth
Oct 29, 20211 min read


CEO Compensation increasingly tied to Social Goals
We wanted to report on a trend we’ve been observing in the world of shareholder engagements. More and more we are seeing corporations...
Blue Summit Wealth
Oct 1, 20212 min read


Investors Call for Permanent Bristol Bay Protections
We wanted to share an update from Trillium Asset Management’s progressive work with environmental protection. Blue Summit utilizes...
Blue Summit Wealth
Sep 10, 20211 min read


Economic and Market Update
Recently one of the stock market indices, the S&P 500 did an amazing thing. It doubled from the low in March of 2020 to its August 16,...
Blue Summit Wealth
Aug 27, 20213 min read


Robert's 2021 Alaska Season
Dear Clients and Friends of Blue Summit, I’ve returned safely from another season in Bristol Bay. With the wettest July in recent...
Blue Summit Wealth
Aug 13, 20211 min read


JPMorgan Chase Adopts Deforestation Policies
We wanted to share an update from Green Century’s progressive work with Deforestation within their funds. Green Century is the only...
Blue Summit Wealth
Jul 23, 20211 min read


Valero Aligns Executive Compensation With Climate Targets
Valero has introduced a new Energy Transition performance measure into its compensation program for executive officers, as requested in a...
Blue Summit Wealth
Jul 2, 20211 min read


Apple puts $200 million towards Forest Restoration Fund.
Apple announced it’s carbon removal initiative – the Restore Fund - that will invest in forestry projects to remove carbon from the...
Blue Summit Wealth
Jun 11, 20211 min read


Blue Summit Expertise – Business Valuation
We announced during our 2020 recap that one of our Partners, Allen Trim, received his Certified Valuation Analyst (CVA) credential at the...
Blue Summit Wealth
May 28, 20212 min read


BSWM Webinar: Protecting Your Loved Ones
Business Owner Workshop We hosted a webinar last week titled Protecting Your Loved Ones in conjunction with Estate Attorney Mandie...
Blue Summit Wealth
May 12, 20211 min read


Company Highlight - Royal DSM
We think it is important for you to know how your investments are making a difference. We wanted to share a company highlight within one...
Blue Summit Wealth
May 7, 20212 min read


3 Ways for Retirees to Trim Costs, Not Lifestyle
Below is a helpful article about reducing costs in retirement without sacrificing your lifestyle. We hope you enjoy it! Please click here...
Blue Summit Wealth
Apr 16, 20211 min read


Mondelez and PepsiCo Commit to Reduce Plastic Usage
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,...
Blue Summit Wealth
Mar 26, 20212 min read


BSWM Webinar: Business Owner Workshop
Business Owner Workshop We hosted a webinar last week aimed at Small Business Owners in conjunction with Estate Attorney Mandie Bullock. ...
Blue Summit Wealth
Mar 9, 20211 min read


Bank of America commits - No more funding of Arctic Oil
We wanted to share an update from Trillium Asset Management’s progressive work with environmental protection. Blue Summit utilizes...
Blue Summit Wealth
Mar 5, 20212 min read


Company Highlight-Schneider Electric
We think it is important for you to know how your investments are making a difference. We wanted to share a company highlight within one...
Blue Summit Wealth
Feb 5, 20212 min read


BSWM Webinar: Financial Resolutions for 2021
Financial Resolutions for 2021 We hosted a webinar last week to discuss Financial Resolutions for 2021 in conjunction with Estate...
Blue Summit Wealth
Jan 13, 20211 min read


2020 Year in Review from Blue Summit
Each day provides us with challenges, but it is no understatement to say that the year of 2020 was an exceptionally challenging year....
Blue Summit Wealth
Jan 8, 20213 min read
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