Tips on Social Investing Jamestown 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

HSBC Bank
1.800.975.HSBC (4722)
Spring St & 5Th 417 Spring St
Jamestown, NY
Mr. Wayne Young, CFP®
(716)296-8010
6873 Main St
Cherry Creek, NY
Mr. Michael Engdahl, CFP®
716-485-1409
457 Fairmount Ave, Suite B
Jamestown, NY
Todd Allen, CFP®
(800)999-9995
2098 Copper Ridge
Lakewood, NY
Mr. William Mahan, CFP®
(814)726-3717
208 West Third Avenue
Warren, PA
HSBC Bank
1.800.975.HSBC (4722)
Corner Main & N. Work St 1 E. Main St
Falconer, NY
Citizens Bank - Jamestown/Tops
716-484-2100
2000 Washington Street
Jamestown, NY
Mr. J. Hagberg, CFP®
(716)664-4749
421 Park St
Jamestown, NY
Mr. Paul Stage, CFP®
(716)483-6336
850 Fairmount Ave
Jamestown, NY
Mr. John Beard, CFP®
814-728-7264
100 Liberty St
Warren, PA
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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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