5 Keys to Prudent Investing

An effective financial officer examines detailed information for each investment, considers the big picture and plans ahead. How can your credit union strengthen decision-making before purchasing an investment?

	Review your credit union’s investment policies to ensure acceptable options.
	Perform thorough due diligence on instruments under consideration.
	Determine and perform due diligence on approved broker-dealer(s). FINRA BrokerCheck® is a good place to start
	Examine investment alternatives with the assistance of unbiased experts. A selection of Brokered Certificates and Marketable Securites may be suitable.
	Preserve and grow your financial literacy with continuous learning. Balance Sheet Solutions offers a selection of free webinars, available here.