Tips on Social Investing Plattsburgh 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

Ms. Heidi Clute, CFP®
(518)561-5707
152 Tom Miller Rd
Plattsburgh, NY
Ms. Brigette White, CFP®
802-863-5534
346 Shelburne Rd
Burlington, VT
Ms. Karen Paul, CFP®
802-862-1545
171 Crescent Road
Burlington, VT
Mr. Scott Beaudin, CFP®
(802)999-2007
110 Main St
Burlington, VT
Scott Beaudin
Pathway Financial Advisors, LLC

(802) 660-7086
110 Main Street, Suite 401
Burlington, VT
Mrs. Chrisanna Golovach, CFP®
(518)683-8374
308 CORNELIA ST
Plattsburgh, NY
Jonathan Schneiderman, CFP®
518-563-7537 (103)
43 Durkee St
Plattsburgh, NY
Mr. Jared Larrow, CFP®
802-865-8317
2 Church Street
Burlington, VT
Mrs. Patricia Sokolowski, CFP®
(802)489-5342
95 College St.
Burlington, VT
Mr. Benjamin Russell, CFP®
802-654-8800 (100)
905 Roosevelt Hwy
Colchester, VT
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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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