Tips on Social Investing Syracuse 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. Jeffry Berman, CFP®
(315)432-5522
6511C Basile Rowe
East Syracuse, NY
Mr. Charles Darrow, CFP®
315-682-8118
108 Marangale Rd
Manlius, NY
Ms. Grace Ghezzi, CFP®
(315)413-4460
5232 Witz Drive
North Syracuse, NY
Mr. Joseph Lazzaro Jr., CFP®
(315)425-6362
120 Madison St STE 1900
Syracuse, NY
Anthony Farella
Rockbridge Investment Management, LLC

(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Mr. Gary Croniser, CFP®
315-579-8884
5760 Commons Park Dr.
East Syracuse, NY
Ms. Susan Hansen, CFP®
315-637-7644
7067 E Genesee St
Fayetteville, NY
Mr. Harvey Koenig, CFP®
(315)637-4780
134 Stanwood Ln
Manlius, NY
Mr. Gary Kolodziejczyk Sr., CFP®
(315)430-4031
580 S Salina St
Syracuse, NY
Richard La Voie, CFP®
315-425-6370
120 Madison st. Ste 1900
Syracuse, 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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