Newsletters
Blue Summit Quarterly Newsletter:
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Blue Summit Quarterly Newsletter:
In response to client feedback we have replaced the quarterly newsletter with the shorter, more frequent, paperless Blue Summit Report (see below).
The Blue Summit Report
- Credit Card Regulatory Reform - September 28, 2010
- Judy Makes Front Page News - July 20, 2009
- Groundbreaking Report - Mutual Funds at Risk? - April 15, 2009
- How to Survive a Bear Market - March 16, 2009
- Good Time to Convert to a Roth IRA - Feb. 17, 2009
- What You Need to Know if You've Been Laid Off - Feb. 3, 2009
- CAN Takes Action on Forced Labor, Nano-Chemicals & Letter to Obama - Jan. 26, 2009
- Inauguration of Client Action Network (CAN) for Corporate Change - Jan. 20, 2009
- Retirement Plan Limits, Reminders & Required Minimum Distribution Changes for 2009 - Dec. 31, 2008
- How do you know your money is safe? Our response to the Madoff Ponzi Scheme - Dec. 17, 2008
First Affirmative Quarterly Newsletter:
- Affirmative Thinking - Fall, 2010
- Affirmative Thinking - Summer, 2010
- Affirmative Thinking - Spring, 2010
- Affirmative Thinking - Winter, 2010
- Deeper Thinking - January 2010 (Shareholder Advocacy)
- Affirmative Thinking - Fall, 2009
- Deeper Thinking - October 2009 (Community Investing)
- Affirmative Thinking - Summer, 2009
- Affirmative Thinking - Spring, 2009
- Affirmative Thinking - Winter, 2009
- Affirmative Thinking - Fall, 2008
- Affirmative Thinking - Summer, 2008
- Affirmative Thinking - Spring, 2008
- Affirmative Thinking - Winter, 2008
- Affirmative Thinking - Fall, 2007
- Affirmative Thinking - Summer, 2007
- Affirmative Thinking - Spring, 2007
- Affirmative Thinking - Winter, 2007
- Affirmative Thinking - Fall, 2006
Securities offered through Pacific West Securities, Inc. (Pacific West) Member FINRA/SIPC. Advisory services provided through Pacific West Financial Consultants, Inc. and Blue Summit Wealth Management, Inc. (Blue Summit), Registered Investment Advisors. Blue Summit and Pacific West are not affiliated.