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Allen Trim’s Article in SD Voyager
Allen Trim, Partner and lead portfolio manager, has been featured in the SD Voyager publication. SD Voyager aims to showcase the best of...
Blue Summit Wealth
Nov 12, 20191 min read


Amazon Announces Net-Zero Emissions by 2040
6 months ago, Amazon announced a goal to have 50% Carbon Neutrality by 2030. Now, they have upped their commitment and plan to have 100%...
Blue Summit Wealth
Oct 28, 20193 min read


Tax Tips - Qualified Charitable Distributions from an IRA
Are you over 70 ½? Do you have IRA accounts that you must take distributions from? Do you have a favorite charity? If you have answered...
Blue Summit Wealth
Oct 14, 20192 min read


Green Century Purchases Kenyan Wind Farm Green Bond
We wanted to share a quick update from Green Century’s progressive work with Green Bonds within their funds. Blue Summit utilizes the...
Blue Summit Wealth
Sep 27, 20191 min read


The Future Purpose of Corporations
Below is a short article from As You Sow that discusses how CEOs envision the future of corporations. Archaic wisdom that corporations...
Blue Summit Wealth
Sep 11, 20193 min read


Robert's 2019 Alaska Season
As many of you know, I have been spending my summers in Bristol Bay since 2010 to work in the commercial sockeye salmon fishery. The 2019...
Blue Summit Wealth
Aug 26, 20193 min read


Digital Wellbeing: Finding a Healthy Relationship with Technology
Perhaps you’re already aware of this concept, but if not, we wanted to introduce you to the idea of Digital Wellbeing. Here’s two...
Blue Summit Wealth
Jul 29, 20191 min read


SHAREHOLDER STORY Ebay: Gender Laggard to Leader
We wanted to share a quick update Pax World’s frontline work with gender equality and corporate behavior. Select Pax World funds are...
Blue Summit Wealth
Jul 11, 20192 min read


ROBERT´S NATURE HIKE Article in the San Diego Reader
Robert recently wrote a short article that appeared in the local San Diego Reader publication. The weekly “Roam-a-Rama” article series is...
Blue Summit Wealth
Jun 21, 20191 min read


SHAREHOLDER STORY
Kroger to Adopt Deforestation Policy We wanted to share a quick update from Green Century’s progressive work with Deforestation within...
Blue Summit Wealth
Jun 2, 20192 min read


THANKS FOR JOINING US!!
For those of you who were able to join us at our event last night in San Diego, thanks for coming! We hope your thoughts were provoked...
Blue Summit Wealth
Apr 19, 20191 min read


Cybersecurity 101: Why you should use a password manager
We are entrenched in the era of passwords. So much of our daily lives are online in the form of banking, investments, social media...
Blue Summit Wealth
Apr 12, 20194 min read


What does the 1989 Exxon-Valdez Oil Spill have to do with SRI?
What does the above image of the 1989 Exxon-Valdez Oil Spill have to do with the history of Sustainable and Responsible Investing (SRI)? ...
Blue Summit Wealth
Mar 29, 20193 min read


Amazon Shipment Zero
2019 Shareholder Engagement - Amazon Responds to Increased Shareholder Pressure, Commits to Cut Delivery Emissions 50% by 2030 We wanted...
Blue Summit Wealth
Mar 8, 20192 min read


2019 Shareholder Engagement - Shell to Set Emissions Targets After Investor Pressure
We wanted to share a quick update from As You Sow’s frontline work with climate change and corporate behavior, mainly with energy...
Blue Summit Wealth
Feb 22, 20193 min read
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