Tips on Social Investing Hollis 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

Lewis Altfest
Altfest Personal Wealth Management

(212) 406-0850
425 Park Avenue, 24th Floor
New York, NY
Anthony DeVito
ADV Investment Management & Financial Planning

(914) 738-6313
500 Mamaroneck Avenue
Harrison, NY
Joyce Streithorst
Frisch Financial Group, Inc.

212-983-8444
100 Park Avenue, Suite 1600
New York, NY
Maureen Whelan
M. A. Whelan Financial Planning

800-775-8564
1225 Franklin Avenue
Garden City, NY
Gary Schatsky
IFC Personal Money Manager, Inc.

(212) 721-8713
250 West 57th Street, Suite 1619
New York, NY
David Frisch
Frisch Financial Group, Inc.

212-983-8444
100 Park Avenue, Suite 1600
New York, NY
Keith Amburgey
Rutherford Asset Planning, Inc.

201-266-6807
2 Lambs Lane
Cresskill, NJ
George Martin Poole
HFH Planning Inc

(212) 402-5444
75 Maiden Lane #605
New York, NY
Judith Haselton
Harmony Financial Advisors, LLC

(212) 677-6100
60 East 8th Street, Suite 26E
New York, NY
Roman Franklin
Franklin Financial Planning, Inc.

866-653-9907
48 Wall Street (Financial District)
New York, 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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