Tips on Social Investing Ossining 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

Gregory Plechner
Modera Wealth Management, LLC

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
Brian Shea
Shea Financial Advisors

(203) 966-9651
45 Pine Street, Unit 4A
New Canaan, CT
Loretta Nolan
Loretta Nolan Associates LLC

(203) 637-1402
13 Arcadia Road, Suite 10
Old Greenwich, CT
Robert Dowling
Modera Wealth Management, LLC

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
Timothy Clark
Greystone Wealth Advisors LLC

914-232-3773
100 South Bedford Rd
Mount Kisco, NY
Timothy Parker
Regency Wealth Management

201-447-5850
666 Godwin Avenue, Suite 210
Midland Park, NJ
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
Maureen Whelan
M. A. Whelan Financial Planning

800-775-8564
1392 Albany Post Road
Croton on Hudson, NY
Robin Sherwood
HTG Investment Advisors, Inc.

(203) 972-8262
50 Locust Avenue
New Canaan, CT
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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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