Tips on Social Investing Bronx 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

Robert Ince
Tribeca Financial Planning LLC

(212) 406-3616
79 Worth Street, 4F
New York, NY
Richard Krentz
RDK Financial Group

(845) 348-0252
12 Edsam Road
Valley Cottage, NY
Cary Carbonaro
Stonegate Wealth Management, LLC

201 791 0085
11 Penn Plaza
New York City, NY
Cindy Sterling
Sterling Financial Planning

(212) 405-1616
215 Park Avenue South, Suite 1402
New York, NY
Darin Schnall
Schnall Advisory Services

(212) 967-6155
350 Fifth Avenue, Suite 3505
New York, NY
Gerard Barrasso
United Financial Planning Group, LLC

631-234-0871
5 Penn Plaza
New York, NY
Joel Isaacson
Joel Isaacson & Co., LLC

(212) 302-6300
546 Fifth Avenue, 20th Floor
New York, NY
Gregory Plechner
Modera Wealth Management, LLC

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
James Ludwick
MainStreet Financial Planning, Inc.

917-320-5460
1440 Broadway, 23rd Floor
New York City, NY
John Belluardo
Stewardship Financial Services, Inc.

(914) 380-1421
39A Cedar Street
Dobbs Ferry, 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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