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

Marie DeCaprio
MCD Advisors

(914) 432-5058
78 Meadow Road
Briarcliff Manor, NY
Anthony DeVito
ADV Investment Management & Financial Planning

(914) 738-6313
500 Mamaroneck Avenue
Harrison, NY
Cheryl Costa
AFW Wealth Advisors

(914) 696-5300 Ext: 210
3020 Westchester Avenue
Purchase, NY
George Martin Poole
HFH Planning Inc

(212) 402-5444
75 Maiden Lane #605
New York, NY
John Henry Low
Knickerbocker Advisors Inc.

(212) 717-8080
230 Park Avenue, Suite 456
New York, NY
Thomas Orecchio
Modera Wealth Management, LLC

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
Raj Prashad
Eagle Tax Planning & Advisory Group. LLC

(718) 441-7011
106-04 101 Avenue
Ozone Park, NY
C. E. Scott Brewster
Brewster Financial Planning LLC

(646) 249-9880
618 Carroll Street, 3rd Floor
Brooklyn, NY
Lili Vasileff
Divorce and Money Matters, LLC

(203) 393-7200
Two Sound View Drive
Greenwich, CT
Maureen Whelan
M. A. Whelan Financial Planning

1225 Franklin Avenue
Garden 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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