Tips on Social Investing Liverpool 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. Peter Derrenbacker, CFP®
315-434-8800
6314 Fly Rd
East Syracuse, NY
Mr. Cole Henderson, CFP®
(315)448-3325
7222 Chadwick Circle
Jamesville, NY
Mr. David Walker, CFP®
(315)425-6373
680 Crow Hill Rd.
Skaneateles, NY
Natasha Ellison, CFP®
315-424-4062
204 Elsner St
Syracuse, NY
Anthony Farella
Rockbridge Investment Management, LLC

(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Mr. Paul Spero, CFP®
(315)451-5885
7244 Kendall Dr E
East Syracuse, NY
Ms. Susan Hansen, CFP®
315-637-7644
7067 E Genesee St
Fayetteville, NY
Mr. Robert Damon, CFP®
(315)451-5885 (212)
4769 Buckley Rd
Liverpool, NY
Mr. Kevin Riley, CFP®
(315)422-7096
231 Walton St
Syracuse, NY
Mr. Richard Urciuoli, CFP®
315-425-0344
344 W Genesee St
Syracuse, 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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