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The Passionate Entrepreneur

Daring in business, Steve Schussler prefers to limit the risks in his portfolio.

In his best seller It's a Jungle in There, Steve Schussler shares his philosophy about how to succeed in business. "Be daring." Over the years, he's put that philosophy into practice, founding the innovative restaurant chains Rainforest Café and T-Rex, which feature such crowd-pleasing special effects as simulated thunderstorms and life-like dinosaurs. But when it came to his investments, after the market downturn of 2007-2008, this risk taker, who was 100% invested in equities, became increasingly interested in preserving his assets.

Before he met his Merrill Lynch Financial Advisor, Kathy Chen, Schussler recalls, "I was ready to get out of the market completely." Chen advised him that "wealth management is about risk management." She immediately helped him rebalance his portfolio. Now, says Schussler, "I can be even more passionate and emotional about what I do, knowing that somebody is watching over me."

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Case studies are intended to illustrate brokerage and banking products and services available at Merrill Lynch and Bank of America. You should not consider these as an endorsement of Merrill Lynch as an investment adviser or as a testimonial about a client's experiences with us as an investment adviser. Case Studies do not necessarily represent the experiences of other clients, nor do they indicate future performance. Investment results may vary. The investment strategies discussed are not appropriate for every investor and should be considered given a person's investment objectives, financial situation and particular needs. Clients should review with their Merrill Lynch Financial Advisor the terms, conditions and risks involved with specific products and services.


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