Tips on Social Investing Canandaigua 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

Ms. Kim Nugent, CFP®
585-512-2301
3571 Middle Cheshire Rd
Canandaigua, NY
Mr. Keith Bock, CFP®
585-624-3981
4200 Clover St
Honeoye Falls, NY
Christopher Ginther, CFP®
585-770-1023
44 Stoneleigh Trail
Victor, NY
Curt Fey
Fey Asset Management LTD

(585) 244-0152
25 Esternay Lane
Pittsford, NY
Timothy Hayes
Landmark Financial Advisory Services, LLC

(585) 381-2390
11 State Street
Pittsford, NY
Mr. James Terwilliger, CFP®
(585)394-7559
215 Bristol St
Canandaigua, NY
Mr. Scott Zurat, CFP®
585-259-1616
345 Woodcliff Dr
Fairport, NY
Mr. Henry Watson, CFP®
(585)419-8330
179 Sullys Trl
Pittsford, NY
Mr. Robert Yawman Jr., CFP®
585-248-6400 (107)
1501 Pittsford-Victor Raod
Victor, NY
Jeffrey Feldman
Rochester Financial Services

(585) 442-7580
7 Hastings Circle
Pittsford, 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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