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

Mr. Richard Deam, CFP®
866-420-2220
29 Elm St
Fishkill, NY
Ms. Catherine West, CFP®
(845)897-4718
P.O. Box 672
Marlboro, NY
Mr. Mark Levy, CFP®
(845)565-5434
44 Willets Way
Newburgh, NY
Jeanne Fenton, CFP®
(845)485-6575
37 Evergreen Ave
Poughkeepsie, NY
Mr. Roderick Perpetua, CFP®
845-765-2254
253 Old Castle Point Rd
Wappingers Falls, NY
Mr. Daniel Jacobius, CFP®
914-272-3662
1306 Kings Way
Carmel, NY
Jason Burt, CFP®
(914)923-6490 (318)
334 Sylvan Lake Road
Hopewell Junction, NY
Mr. Kevin Mulqueen, CFP®
(845)569-8200 (325)
460 Temple Hill Rd
New Windsor, NY
Mr. David Mazzetti, CFP®
845-454-3021
237 Main St
Poughkeepsie, NY
Ms. Ilske Veringa, CFP®
(845)229-0064
1810 South Rd
Wappingers Falls, 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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