Tips on Social Investing New Windsor 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

Mr. Robert Stagnari, CFP®
(845)786-0144
28 Southpark Dr
Garnerville, NY
Mr. Michael Carter, CFP®
845-782-6237
37 Edward Pl
Monroe, NY
Mr. Jacob Safrin, CFP®
845-362-8000 (105)
1507 Route 202
Pomona, NY
Ms. Joanne Marion, CPA, CFP®
(914)584-0518
2454 Trelawn St.
Yorktown Heights, NY
Joanne Marion
Marion Financial Advisors

(914) 584-0518
2454 Trelawn Street
Yorktown Heights, NY
Mr. Valentino Scaramuzzo, CFP®
(845)298-2900 (103)
19 N River Dr
Beacon, NY
Mr. James Dunn, CFP®
(914)725-3649 (54434)
5 Bailey Place
Hopewell Junction, NY
Mr. James Bakun, CFP®
845-926-2787
4 June Road
Newburgh, NY
Ms. Kathleen Haubner, CFP®
845-358-0294
26 Firemans Memorial Dr
Pomona, NY
Maureen Whelan
M. A. Whelan Financial Planning

800-775-8564
1392 Albany Post Road
Croton on Hudson, 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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