The Rules of Prudent Investing

Posted by Chad R. O'Connell AIF | Apr 5, 2017 12:21:25 PM


Invest Regulator on Black Control Console with Blue Backlight. Improvement, regulation, control or management concept..jpegOverview: The following rules can help investors build and adhere to a well-designed investment plan. These guidelines may be instrumental in giving investors the best chance of achieving their financial goals.


Constructing an Investment Plan

Recognize that the ability, willingness and need to take risk is different for everyone. Plans fail because investors take excessive risks. The risks unexpectedly show up and the plan is abandoned. When developing a plan, investors should consider their investment horizon, stability of income, ability to tolerate losses and the required rate of return.

Don’t invest in any security without fully understanding the nature of all of the risks. If investors cannot explain the risks to their friends, they should not invest. It’s critical to understand the nature of the risks being taken.

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For more information, please contact Chad O'Connell at 716-634-8800 or



Topics: investment strategy, diversification, performance

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Chad R. O'Connell AIF

Chad manages the firm’s retirement plan services group, which focuses on investment management, consulting and fiduciary governance services to corporations and not-for-profit entities. In addition, Chad also provides financial services to high net worth individuals and business owners.

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