Tips on Social Investing Hopewell Junction 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

Jason Burt, CFP®
(914)923-6490 (318)
334 Sylvan Lake Road
Hopewell Junction, NY
Mr. Gary Mettler, CFP®
914-743-1355
144 New Chalet Drive
Mohegan Lake, NY
Mr. Sean O'Connor, CFP®
845-724-2280
77 carol lane
Poughquag, NY
Mr. Robert Rosenberg, CFP®
(914)701-7621
1255 Park Lane
Yorktown Heights, NY
Joanne Marion
Marion Financial Advisors

(914) 584-0518
2454 Trelawn Street
Yorktown Heights, NY
Ms. Janemarie Lenihan, CFP®
(203)788-1084
1 Sunset Dr
Sherman, CT
Mr. David Fisher, CFP®
845-628-4442
22 Mayfair Ln
Mahopac, NY
Mrs. Mellany Bagtas, CFP®
(845)431-2267
2649 South Road
Poughkeepsie, NY
Mr. Gary Zink, CFP®
(914)743-1442
P.O. Box 388
Shrub Oak, NY
Mr. Patrick Doherty, CFP®
(203)790-4949
14 Overhill Rd
Yorktown Hts, 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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