Tips on Social Investing Delmar 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. Richard Pauli, CFP®
(518)383-1238 (21)
945 Route 146
Clifton Park, NY
Mr. Ronald Plaine, CFP®
(518)372-1518
16 Michael Dr
Schenectady, NY
Paul Corr
Capital Financial Advisors of New York, LLC

(518) 280-0030
7 Corporate Drive
Clifton Park, NY
Ronald Plaine
RLP Financial Mgt.

(518) 370-4020
P.O. Box 1078
Schenectady, NY
William Jerome
Capital Financial Services, LLC

(518) 399-3903
Professional Building, 133 Saratoga Road
Glenville, NY
Mr. Bradley Konopaske, CFP®
(518)465-6447
Five Clinton Square
Albany, NY
Mr. Peter Hussey, CFP®
(518)674-1779
135 main street
Ravena, NY
Walton Williams
Capital Financial Advisors of New York, LLC

(518) 280-0030
7 Corporate Drive
Clifton Park, NY
Kerry Mayo
Capital Financial Advisors of New York, LLC

(518) 280-0030
7 Corporate Drive
Clifton Park, NY
Ronald Plaine
RLP Financial Mgt.

(518) 370-4020
34 Jay Street, Suite 2A
Schenectady, 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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