Tips on Social Investing Riverhead 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. Joseph Brida, CFP®
(631)391-2915
10 Audubon Gate
Miller Place, NY
Mr. Rich Russo, CFP®
(631)580-2452
629 Medford Ave Route 112
Patchogue, NY
Ms. Lisa Kelly, CFP®
(631)335-4324
1 Seaview Ledge
Shoreham, NY
Mr. Kevin Luss, CFP®
631-283-4014
6 Country Club Drive
Southampton, NY
Ms. Joan Zaleski, CFP®
631-288-6131
427 Main Road
Westhampton Beach, NY
Mr. Dennis Klein, CFP®
(631)473-4593
3 George Ct
Miller Place, NY
Joseph Favorito, CFP®
(516)248-3735 (50820)
1 Coventry Court
Mount Sinai, NY
Mr. Dan Wahba, CFP®
631-834-7444
17A Ashley Lane
Shoreham, NY
Mr. Kevin Cantwell, CFP®
(631)744-6384
23 Birch Ave
Sound Beach, NY
Ms. Rosemarie Dios, CFP®
(631)287-4955
38 Elm St
Southampton, 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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