Tips on Social Investing Fulton 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. Matthew Champion, CFP®
(315)446-1515 (7426)
5569 Piazza Ln
Clay, NY
Mr. Christian Lord, CFP®
315-415-1236
8254 Honeysuckle Dr
Liverpool, NY
Mr. Jon Law, CFP®
(315)451-4926
5 Mann Dr
Liverpool, NY
Ms. Grace Ghezzi, CFP®
(315)413-4460
5232 Witz Drive
North Syracuse, NY
Mr. Randy Zeigler, CFP®
315-342-1227
97 W Utica St
Oswego, NY
Mr. Michael Day, CFP®
315-626-3229
3680 Weller Rd
Cato, NY
BRIAN FOSTER, CFP®
(315)451-5885
4769 BUCKLEY ROAD
Liverpool, NY
Mr. Dennis Hebert, CFP®
(315)234-7526
209 Second Street
Liverpool, NY
Mr. Robert Damon, CFP®
(315)451-5885 (212)
4769 Buckley Rd
Liverpool, NY
Mr. George Allen, CFP®
315-343-2323
104 West Utica Street 2nd Fl
Oswego, 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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