Tips on Social Investing Spring Valley 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

Stephen Craffen
Stonegate Wealth Management, LLC

(201) 791-0085
17-17 Route 208
Fair Lawn, NJ
Anthony DeVito
ADV Investment Management & Financial Planning

(914) 738-6313
100 South Bedford Road
Mt. Kisco, NY
Cheryl Costa
AFW Wealth Advisors

(914) 696-5300 Ext: 210
3020 Westchester Avenue
Purchase, NY
Maureen Whelan
M. A. Whelan Financial Planning

520 White Plains Road
Tarrytown, NY
James Shagawat
Baron Financial Group, LLC

(866) FEE-ONLY (333-6659)
16-00 Route 208 South
Fair Lawn, NJ
V. Peter Traphagen
Traphagen Investment Advisors, LLC

(201) 262-1040
234 Kinderkamack Road
Oradell, NJ
Martin Shenkman
Martin M. Shenkman, PC

(201) 845-8400
4 Forest Avenue, 2nd Floor
Paramus, NJ
Steven Copeland
Safe Harbor Financial Planning

53 Rossmore Avenue
Bronxville, NY
Karl Graf
Graf Financial Advisors, LLC

(973) 633-9199
1680 Route 23 Suite 110
Wayne, NJ
Robert Dowling
Modera Wealth Management, LLC

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
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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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