Tips on Social Investing Suffern 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

Martin Shenkman
Martin M. Shenkman, PC

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

914-771-5277
53 Rossmore Avenue
Bronxville, NY
Robert Dowling
Modera Wealth Management, LLC

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
Victor Cannillo
Baron Financial Group, LLC

(866) FEE-ONLY (333-6659)
16-00 Route 208 South
Fair Lawn, NJ
Joanne Marion
Marion Financial Advisors

(914) 584-0518
2454 Trelawn Street
Yorktown Heights, NY
Stephen Craffen
Stonegate Wealth Management, LLC

(201) 791-0085
17-17 Route 208
Fair Lawn, NJ
Richard Krentz
RDK Financial Group

(845) 348-0252
12 Edsam Road
Valley Cottage, NY
Cary Carbonaro
Stonegate Wealth Management, LLC

(201) 791-0085
17-17 Route 208
Fair Lawn, NJ
Victoria Marrone
Modera Wealth Management, LLC

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
Lauren Locker
Locker Financial Services, LLC

(973) 256-2555
50 East Main Street, Ste 5
Little Falls, 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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