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.

Two weeks ago, while on vacation in Vermont, I fell off my wonderful bicycle.

I dropped the bike at the local shop to make sure it was OK and then took myself to the local clinic to also get checked out.

Nothing broken, but still bruised and sore after 2 weeks. I finally got back on the bike this weekend for a slow and easy ride.

First, I will stay away from our current political news. (yes, there is something new every day, but the markets don't seem to care).

Today I rode my bicycle to work for the first time this year. It was a  pleasure. It helps that the office is closed, so I could dress informally.

One of this year's resolutions is to spend more time cycling. My landlord placed bike racks near the office, so it has added to the convenience.