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. James Dunn, CFP®
(914)725-3649 (54434)
5 Bailey Place
Hopewell Junction, NY
Mr. Richard Weiss, CFP®
(845)621-4700
704 Route 6
Mahopac, NY
Mr. Charles Kaufman, CFP®
(845)471-0997 (5)
34 Manchester Road
Poughkeepsie, NY
Mr. James Agrawal, CFP®
845-463-1047
22 IBM Rd
Poughkeepsie, NY
Mr. Gary Zink, CFP®
(914)743-1442
P.O. Box 388
Shrub Oak, NY
Mr. John Sweeney, CFP®
(845)546-3186
108 Costa Rd
Highland, NY
Mr. Remo Spano, CFP®
(845)621-0161
4 Stacey Ln
Mahopac, NY
Mr. Kevin Mulqueen, CFP®
(845)569-8200 (325)
460 Temple Hill Rd
New Windsor, NY
Mr. Charles Simon, CFP®
845-486-5039
7 Gaskin Rd
Poughkeepsie, NY
Mr. Joseph Steiniger, CFP®
(845)483-7940
The Beechwood Group
Poughkeepsie, 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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