Tips on Social Investing Wappingers Falls 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

Mrs. Jill Neugroschl, CFP®
(845)278-8290
38 Starr Ridge Rd
Brewster, NY
Mr. John Sweeney, CFP®
(845)546-3186
108 Costa Rd
Highland, NY
Mr. James Dunn, CFP®
(914)725-3649 (54434)
5 Bailey Place
Hopewell Junction, NY
Mr. Charles Simon, CFP®
845-486-5039
7 Gaskin Rd
Poughkeepsie, NY
Ms. Ilske Veringa, CFP®
(845)229-0064
1810 South Rd
Wappingers Falls, NY
Mr. Scott Morrow, CFP®
845-831-7487
17 Deer Lick Lane
Beacon, NY
Ms. Marcia Boyle, CFP®
(845)669-8341
43 Hayley Hill Drive
Carmel, NY
Mr. Michael Passante, CFP®
(845)691-4035 (11)
216 Route 299
Highland, NY
Mr. Albert DeLorenzo Jr., CFP®
(845)564-3654
6 Lenape Rd
Newburgh, NY
Mr. Philip LaRocco, CFP®
(845)895-8376
2221 State Route 300
Wallkill, NY
Data Provided by:
  

Provided by:

Social Investing 101Email Article

Email This Article


Print Article

Print This Article


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

Click here to read the rest of the article at YoungMoney.com.