Tips on Social Investing Mamaroneck 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

Anthony DeVito
ADV Investment Management & Financial Planning

(914) 738-6313
100 South Bedford Road
Mt. Kisco, NY
Loretta Nolan
Loretta Nolan Associates LLC

(203) 637-1402
13 Arcadia Road, Suite 10
Old Greenwich, CT
Robin Sherwood
HTG Investment Advisors, Inc.

(203) 972-8262
50 Locust Avenue
New Canaan, CT
James Shagawat
Baron Financial Group, LLC

866-FEE-ONLY (333-6659)
Midtown
New York City, NY
Albert Zdenek
Traust Sollus Wealth Management, LLC

(212) 661-8682
405 Lexington Ave- 49th Floor
New York, NY
Gerard Barrasso
United Financial Planning Group, LLC

631-234-0871
5 Penn Plaza
New York, NY
Cary Carbonaro
Stonegate Wealth Management, LLC

201 791 0085
11 Penn Plaza
New York City, NY
Raymond Mignone
Ray Mignone & Co., Inc.

(718) 229-2514
252-81 Brattle Avenue
Little Neck, NY
William Houck
Modera Wealth Management, LLC

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
Timothy Clark
Greystone Wealth Advisors LLC

914-232-3773
330 Madison Avenue
New York, 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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