Tips on Social Investing Jackson Heights 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

Gerard Barrasso
United Financial Planning Group, LLC

631-234-0871
5 Penn Plaza
New York, NY
Annette Clearwaters
Clarity Investments + Planning LLC

(212) 730-7029
60 East 42nd Street, Suite 1600
New York, NY
Raymond Mignone
Ray Mignone & Co., Inc.

516-203-7194
626 Reckson (EAB)
Uniondale, NY
Philip Capell
Piermont Wealth Management Inc.

(212) 983-8525
100 Park Avenue, Suite 1600
New York, NY
Albert Zdenek
Traust Sollus Wealth Management, LLC

(212) 661-8682
405 Lexington Ave- 49th Floor
New York, NY
Martin Shenkman
Martin M. Shenkman, PC

(201) 845-8400
4 Forest Avenue, 2nd Floor
Paramus, NJ
Keith Amburgey
Rutherford Asset Planning, Inc.

866-261-3344
445 Park Ave
New York, NY
Bradley Rudman
Rudman Cannon Financial Advisors

(212) 461-2292
44 Wall Street, 12th Floor
New York, NY
Maureen Whelan
M. A. Whelan Financial Planning

800-775-8564
1225 Franklin Avenue
Garden City, NY
William Houck
Modera Wealth Management, LLC

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
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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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