Smart Investing & Coping with Risk

Investing carries with it a level of risk. At Retirement Pathways, we can help you evaluate your financial situation and goals, then tailor an investment strategy with a level of risk you’re comfortable with. We will work with you to construct an Investment Policy Statement that includes your purpose for assets, investment time horizon, asset allocation, timing of rebalancing, return expectation, investments and benchmarks.

Retirement Pathways will review various investment strategies with you, to ensure that you have a complete understanding of the long-term risks and benefits. Being well-informed will not only benefit your portfolio, but also your peace of mind.

Managing Risk with Asset Allocation

Proper asset allocation is crucial to effectively managing risk. The market is always changing but a diverse, well-balanced portfolio can help you maintain financial stability even in uncertain times. This may include alternative investments to broaden your portfolio.

Retirement Pathway will customize an asset allocation plan based on your investment goals, time horizon and comfort with risk. With numerous allocation strategies available, we can help you through the uncertainty of where to put your money and when to make changes.


Securities offered through American Equity Investment Corporation. Member FINRA/SIPC. Check the background of this investment professional on FINRA’s BrokerCheck. 4222 Grant Line Road, New Albany, IN 47150. Investment advisory services offered through American Capital Management a State Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Equity Investment Corporation and American Capital Management.