Tips on Social Investing Brockport NY

Socially responsible investing is the process of choosing investments based on both financial and ethical values. Here are some tips on how to achieve successful social investment.

Local Companies

Mr. Douglas Conoway, CFP®
2000 Winton Rd S
Rochester, NY
Dr. John Best, CFP®
200 Meridian Ctr Ste 100
Rochester, NY
Ms. Lorelie Rogers, CFP®
100 White Spruce Blvd.
Rochester, NY
Ms. Susan Nieznanski, CFP®
128 Wimbledon Rd
Rochester, NY
Steven Schwartz
Wealth Design Services Inc.

(585) 442-3230
940 Westfall Road
Rochester, NY
Ms. Cheryl Taylor, CFP®
15 Prince St.
Rochester, NY
Mr. James Burke, CFP®
1621 Jefferson Rd
Rochester, NY
Mr. Joseph Zicari, CFP®
1581 Fetzner Rd
Rochester, NY
Mr. Scott Vegder, CFP®
2280 East Ave.
Rochester, NY
Kay Conheady
Apropos Financial Planning

(585) 533-1950
8 Birchstone Hill
Rush, NY
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Some people are afraid to invest because they think it might be immoral. They don’t want to encourage excessive greed, contribute to environmental damage, or make choices that go against their religious convictions.

And here’s the thing: they don’t have to. Socially responsible investing is the process of choosing investments based on both financial and ethical values. It involves careful research and monitoring of investments, which is what any investor should be doing anyway.

Social investing is pure capitalism, not charity. The people who have the money to invest expect those who need funds to meet certain standards. Some social investors are guided by political ideology or religious beliefs covering a broad spectrum of ideas, but others simply want companies to reveal their business practices and operate for the benefit of shareholders, not managers. After all, isn’t that how it should be?

The primary way to succeed through social investing is to do careful research. First, you need to see if the investment meets your financial goals. Then, you need to see if it makes good economic sense. Both steps are necessary. Read the annual report on Form 10K. What is the company’s business? What is going right, and what isn’t going well? How much debt does the company have? How profitable is it? Are profits growing or shrinking? Are customers paying their bills? Is inventory being s

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