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
Cary Carbonaro
Stonegate Wealth Management, LLC

(201) 791-0085
17-17 Route 208
Fair Lawn, NJ
Stanley Altmark
Joel Isaacson & Co., LLC

(212) 302-6300
546 Fifth Avenue, 20th Floor
New York, NY
John Henry Low
Knickerbocker Advisors Inc.

(212) 717-8080
230 Park Avenue, Suite 456
New York, NY
Gary Schatsky
IFC Personal Money Manager, Inc.

(212) 721-8713
250 West 57th Street, Suite 1619
New York, NY
Gerard Barrasso
United Financial Planning Group, LLC

631-234-0871
1979 Marcus Avenue
Lake Success, NY
Keith Amburgey
Rutherford Asset Planning, Inc.

201-266-6807
2 Lambs Lane
Cresskill, NJ
Maureen Whelan
M. A. Whelan Financial Planning

800-775-8564
1225 Franklin Avenue
Garden City, 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
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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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