Tips on Social Investing Woodside 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

David Frisch
Frisch Financial Group, Inc.

212-983-8444
100 Park Avenue, Suite 1600
New York, NY
Charles Roberson
Modera Wealth Management, LLC

(201) 768-4600
56 Jefferson Avenue, Second Floor
Westwood, NJ
George Martin Poole
HFH Planning Inc

(212) 402-5444
75 Maiden Lane #605
New York, NY
Stanley Altmark
Joel Isaacson & Co., LLC

(212) 302-6300
546 Fifth Avenue, 20th Floor
New York, NY
Darin Schnall
Schnall Advisory Services

(212) 967-6155
350 Fifth Avenue, Suite 3505
New York, NY
Gerard Barrasso
United Financial Planning Group, LLC

631-234-0871
5 Penn Plaza
New York, NY
Joel Isaacson
Joel Isaacson & Co., LLC

(212) 302-6300
546 Fifth Avenue, 20th Floor
New York, NY
C. E. Scott Brewster
Brewster Financial Planning LLC

(646) 249-9880
618 Carroll Street, 3rd Floor
Brooklyn, NY
Raymond Mignone
Ray Mignone & Co., Inc.

(718) 229-2514
252-81 Brattle Avenue
Little Neck, NY
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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