Tips on Social Investing Mount Vernon 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

Guy McPhail
Traust Sollus Wealth Management, LLC

(212) 661-8682
405 Lexington Ave- 49th Floor
New York, NY
Lili Vasileff
Divorce and Money Matters, LLC

(203) 393-7200
Two Sound View Drive
Greenwich, CT
Judith Haselton
Harmony Financial Advisors, LLC

(212) 677-6100
60 East 8th Street, Suite 26E
New York, NY
Maureen Whelan
M. A. Whelan Financial Planning

800-775-8564
1225 Franklin Avenue
Garden City, NY
Victor Cannillo
Baron Financial Group, LLC

(866) FEE-ONLY (333-6659)
16-00 Route 208 South
Fair Lawn, NJ
Alan Rothstein
Asset Strategies, Inc.

(800) 245-2752
350 West 50th Street
New York, NY
Anthony DeVito
ADV Investment Management & Financial Planning

(800) 732-5031
60 East 42nd Street
New York, NY
Raymond Mignone
Ray Mignone & Co., Inc.

516-203-7194
626 Reckson (EAB)
Uniondale, NY
Loretta Nolan
Loretta Nolan Associates LLC

(203) 637-1402
13 Arcadia Road, Suite 10
Old Greenwich, CT
James Shagawat
Baron Financial Group, LLC

866-FEE-ONLY (333-6659)
Midtown
New York City, 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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