Last Sunday we were treated to 3 great sports events. Since it was a hot humid day in New Jersey, it was the perfect excuse to stay indoors and keep the TV going.

From the Wimbledon men's final to the Tour De France to the world cup finals, it was a day of great sport ( and sportsmanship)and competition.

You may have noticed this week in your email a number of updated Privacy Policy notices.

I have been getting them from many different sites and companies, from Starbucks to The Financial Times.

GDPR is a new set of privacy protection laws for anyone doing business with the European Union that came into effect on May 24.

Since I started learning more about SRI, Socially Responsible Investing, the number of articles and webinars has increased substantially.

There is so much more information available, especially about ESG mutual funds and ETFs.

ESG stands for Environment, Social and Governance - three areas where there are funds with a special focus on one, two or all of these factors.

Today our President signed a new set of tax laws. The Bill is 1000 pages long and most accountants and tax lawyers have only had a week to look at it.

We do not know yet if and how the new rules will affect non US investors, but as soon as we do we will contact clients who may be impacted.

Tonight we light the last Chanukah candle on the menorah as many of our friends are finishing up their Christmas shopping. 

Whichever holiday you celebrate, we wish you a time of peace and celebration with family and friends.

There are 3 areas of Socially Responsible Investing that are most available through mutual funds and ETF's.

There is a lot of interest in socially responsible investing (SRI) and many new investment offerings in this category.For the novice, the best way to test the waters is to look for mutual funds and ETF's, especially indexes, that are noted for ESG, environment, social issues and corporate governance.These investments can be found at lower cost and with easier entry and exit than in the priv

I recently returned from a trip to Cuba. It was very enjoyable and very interesting, because they make a real effort to ensure that tourists have a good time.Great music everywhere and mostly free. Old cars as taxis, but classics from the 40's and 50's many restored.But it also made us appreciate all that we have here in the US, in such abundance. Plenty of food in great variety.

I finally finished my last CAP® exam and can now add the title "Chartered Advisor in Philanthropy"® to my credentials.

The next step is to find a good way to use this knowledge.  So I am combining my investment experience with my new philanthropy knowledge to explore SRI, Socially Responsible Investing.

We have all been concerned about friends and associates in Florida, Texas and the Caribbean who have been affected in many ways by these two huge storms.

Our thoughts our with all of you and we hope you will be up and running soon.

To everyone who is just a spectator, consider making a donation to one of many valid agencies listed in newspapers and on websites.