stan secor - challenges brochure
TRANSCRIPT
MEETING THE
CHALLENGESTO INVESTOR SUCCESS
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.
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.
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.
22988331-0
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