Tips on Social Investing Mahopac 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

Marie DeCaprio
MCD Advisors

(914) 432-5058
78 Meadow Road
Briarcliff Manor, NY
Christopher Kuehne
Independent Financial Advisors

(914) 764-0367
24 Waterbury Way
Pound Ridge, NY
R. Allen Purkiss
Purkiss Capital Advisors, LLC

(203) 431-5862
62 Barry Avenue
Ridgefield, CT
Timothy Clark
Greystone Wealth Advisors LLC

914-232-3773
100 South Bedford Rd
Mount Kisco, NY
Joanne Marion
Marion Financial Advisors

(914) 584-0518
2454 Trelawn Street
Yorktown Heights, NY
Ms. Ann Herrero, CFP®
(914)413-9995
50 Wildwood Rd
Chappaqua, NY
Anthony DeVito
ADV Investment Management & Financial Planning

(914) 738-6313
100 South Bedford Road
Mt. Kisco, NY
Maureen Whelan
M. A. Whelan Financial Planning

800-775-8564
1392 Albany Post Road
Croton on Hudson, NY
Thomas Arconti
Arconti Financial Advisors, LLC

(203) 778-4100
152 Deer Hill Avenue, Suite 102
Danbury, CT
David Otto
Otto & Associates, Inc.

(914) 232-5379
200 Katonah Avenue
Katonah, 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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