The Washington D.C. football franchise, the Redskins, have long been criticized for using a racial slur as their team name. After a long...

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...

We wanted to share an update from Green Century’s progressive work with Deforestation within their funds. Green Century is the only...

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...

Perhaps the best place to start on Social Security is with a brief history. The Social Security Act was signed into law by President...

Dear Clients and Friends of Blue Summit, Another year in Bristol Bay is behind me. This season marked my 10th as a fisherman…funny that I...

We wanted to share a quick update from As You Sow’s progressive work with Ocean Plastics. Blue Summit partners with As You Sow to...

We wanted to share a quick update from As You Sow and Trillium’s progressive work on reusable containers and recyclable packaging. Blue...

At Blue Summit Wealth Management, we have been specializing in Sustainable & Responsible Investing for over 25 years. We always want to...

Robert Seid, Partner and Wealth Advisor, has been featured in the SD Voyager publication. SD Voyager aims to showcase some of San Diego’s...

As the issue of climate breakdown continues to mount, environmentally conscious investors and citizens may wonder what more they can...

We hope everyone has been staying healthy in their respective communities. We bet you’re staying inside much more than normal. Due to...

Many people around the US wonder how to frame their finances and investments in relation to COVID-19.  To address this concern, we were...

We wanted to share an update from Trillium’s progressive work with Waste & Recycling within their funds. Trillium manages the Portfolio...

Blue Summit’s recent $5,000 donation to As You Sow has helped produce their latest report titled Pesticides in the Pantry: Transparency &...

As our team looked back at 2019, the Partners of Blue Summit noticed a theme that fit right into our mission: Sustainable Growth. The...

This past weekend Blue Summit Wealth Management celebrated 25 years in business while spreading Holiday Cheer with local San Diego...

This is the time to make sure you are contributing the maximum the IRS allows to your retirement plans. Most plan types have increased...

Our investments work to change the corporations they are invested in through proxy voting, shareholder resolutions, and direct dialogue...

It’s a time of year when we give thanks to those that we care about and for the blessings in our lives. One of my biggest joys is when I...