stan secor - challenges brochure

4
MEETING THE CHALLENGES TO INVESTOR SUCCESS

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Page 1: Stan Secor - Challenges Brochure

MEETING THE

CHALLENGESTO INVESTOR SUCCESS

Page 2: Stan Secor - Challenges Brochure

Reaching Your Financial Destination

Your financial life is like a journey. You had a starting

place, you’re here today, and you have a destination.

Your destination involves your dreams, your hopes,

your goals and your priorities. You may want to pay

for a college education. Your daughter’s wedding. A

financially secure retirement.

Unfortunately, for many of us, our financial journey

isn’t always a smooth path. Lately, it seems this

journey has become increasingly difficult and volatile.

Helping You Maximizethe Opportunity for Success

We can’t control forces like market volatility, inflation and

taxes, but as your financial professional, we can help

you implement strategies to prepare for these threats and

attempt to keep you on track.

We provide a disciplined investment process that are

aimed at helping you avoid common investing mistakes

and help remove emotional reactions to short-term events.

By providing a carefully constructed and fully integrated

financial program that reflects your needs, goals and

expectations, we help you focus on your progress toward

achieving your objectives.

Page 3: Stan Secor - Challenges Brochure

Challenges Along the Journey

However you define your financial success, you may face a

variety of challenges along the way.

For example, the ups and downs of the market. We’ve all

seen declining markets erase money we’ve earned and

saved for decades, creating a roadblock to realizing our

goals. Other forces like inflation, taxes and low interest rates

can detour your ability to successfully reach your destination.

You may also face more internal challenges to your

investing, such as your emotions. Fear, overconfidence, loss

aversion and other emotions can cloud your thinking and

lead to bad decisions.

Fortunately, you have help on your journey – a financial

partner who can help you navigate these challenges.

As your financial guide we help you stay on course to

successfully pursue your goals.

Page 4: Stan Secor - Challenges Brochure

IIS10009 11/12

Curian Capital, LLC, a Registered Investment Advisor, provides customized investment management products and services. Curian Clearing LLC (member FINRA/SIPC) is the exclusive broker for these programs, for which it provides brokerage execution, processing and custody services.

Investing in securities involves investment risk, including possible loss of principal amount invested. Investment return and principal value may fluctuate so that the investment, when redeemed, may be worth more or less than the original investment.

We Can Help

Your financial journey may not always be a smooth

ride. But we can help you navigate the challenges

that life throws at you – and work to help you get

where you want to go.

Contact us today to learn more.

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