Tips on Social Investing Middle Village 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

David Frisch
Frisch Financial Group, Inc.

212-983-8444
100 Park Avenue, Suite 1600
New York, NY
Robert Ince
Tribeca Financial Planning LLC

(212) 406-3616
79 Worth Street, 4F
New York, NY
George Martin Poole
HFH Planning Inc

(212) 402-5444
75 Maiden Lane #605
New York, NY
James Shagawat
Baron Financial Group, LLC

(866) FEE-ONLY (333-6659)
16-00 Route 208 South
Fair Lawn, NJ
Victor Cannillo
Baron Financial Group, LLC

(866) FEE-ONLY (333-6659)
16-00 Route 208 South
Fair Lawn, NJ
V. Peter Traphagen
Traphagen Investment Advisors, LLC

(201) 262-1040
234 Kinderkamack Road
Oradell, NJ
Guy McPhail
Traust Sollus Wealth Management, LLC

(212) 661-8682
405 Lexington Ave- 49th Floor
New York, NY
C. E. Scott Brewster
Brewster Financial Planning LLC

(646) 249-9880
618 Carroll Street, 3rd Floor
Brooklyn, NY
James Ludwick
MainStreet Financial Planning, Inc.

917-320-5460
1440 Broadway, 23rd Floor
New York City, NY
John Henry Low
Knickerbocker Advisors Inc.

(212) 717-8080
230 Park Avenue, Suite 456
New York, NY
Data Provided by:
  

Provided by:

Social Investing 101Email Article

Email This Article


Print Article

Print This Article


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

Click here to read the rest of the article at YoungMoney.com.