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

Thomas Orecchio
Modera Wealth Management, LLC

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
Christopher Kuehne
Independent Financial Advisors

(914) 764-0367
24 Waterbury Way
Pound Ridge, NY
Robert Dowling
Modera Wealth Management, LLC

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
John Belluardo
Stewardship Financial Services, Inc.

(914) 380-1421
39A Cedar Street
Dobbs Ferry, NY
Joanne Marion
Marion Financial Advisors

(914) 584-0518
2454 Trelawn Street
Yorktown Heights, NY
Timothy Parker
Regency Wealth Management

201-447-5850
666 Godwin Avenue, Suite 210
Midland Park, NJ
Keith Amburgey
Rutherford Asset Planning, Inc.

201-266-6807
2 Lambs Lane
Cresskill, NJ
Loretta Nolan
Loretta Nolan Associates LLC

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

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
David Otto
Otto & Associates, Inc.

(914) 232-5379
200 Katonah Avenue
Katonah, 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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