{"id":1995,"date":"2016-01-22T16:04:40","date_gmt":"2016-01-22T16:04:40","guid":{"rendered":"https:\/\/www.peterkinch.com\/?page_id=1995"},"modified":"2019-09-19T21:00:12","modified_gmt":"2019-09-19T21:00:12","slug":"investments-your-financial-landscape","status":"publish","type":"page","link":"https:\/\/www.peterkinch.com\/investments-your-financial-landscape\/","title":{"rendered":"Investments | Your Financial Landscape"},"content":{"rendered":"<p>Before any investments are made the first step is to determine your \u2018Financial Landscape\u2019. This takes place during an in-depth meeting to assess your current lifestyle and spending\/savings habits, income sources, and current investments. Then leaping forward to your goal dates for financial independence or retirement, we can \u00a0complete a \u2018Gap Analysis\u2019 to determine\u00a0 what plan and lifestyle adjustments are needed to reach your end goal.<\/p>\n<ul>\n<li>We reverse engineer the process by starting with the end in mind.<\/li>\n<li>Once we have a good understanding of where you are at today, where you want to be in the future and have completed a Gap analysis to determine what your future potential shortfall is, then and only then, can we begin to analyze the various options or vehicles that you could access to accomplish your goal.<\/li>\n<li>We then choose the investment vehicle based on the following:\n<ul>\n<li>What type of investment is the client comfortable with<\/li>\n<li>What result does the client need from their investment<\/li>\n<li>How much money does the client have to invest<\/li>\n<\/ul>\n<\/li>\n<li>Investments may then range from the following:\n<ul>\n<li>Direct real estate investment<\/li>\n<li>A managed portfolio<\/li>\n<li>Private equity opportunities<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 60px;\">Or ideally, a hybrid of all three<\/p>\n<ul>\n<li>Typically, the best answer is one that encompasses all three vehicles in a holistic approach.\n<ul>\n<li>If the client wants to buy real estate, we can help determine how much real estate they would need<\/li>\n<li>If the client has traditional investments in a portfolio of stocks, bonds or mutual funds, we will analyze their current performance, determine their exposure to risk or volatility and make recommendations accordingly,<\/li>\n<li>We will then look at an appropriate allocation of funds to some private equity opportunities as a way to create a non-correlating portfolio of investments and further reduce volatility<\/li>\n<\/ul>\n<\/li>\n<li>This three-pronged holistic approach helps to maximize a client\u2019s long-term returns while minimizing their overall volatility always in keeping with the end goal that the client has stated.<\/li>\n<li>The investment decisions is based on what\u2019s best for the client NOT what\u2019s best for me.<\/li>\n<li><strong><em>Ultimately, my goal is to ensure that that client\u2019s actions are consistent with their stated goal.<\/em><\/strong><\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\" wp-image-2338 alignright\" src=\"\/wp-content\/uploads\/2018\/11\/Diversifi_Horiz_ALT.jpg\" alt=\"\" width=\"387\" height=\"137\" srcset=\"https:\/\/www.peterkinch.com\/wp-content\/uploads\/2018\/11\/Diversifi_Horiz_ALT.jpg 480w, https:\/\/www.peterkinch.com\/wp-content\/uploads\/2018\/11\/Diversifi_Horiz_ALT-300x106.jpg 300w\" sizes=\"(max-width: 387px) 100vw, 387px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><a class=\"btn btn-default btn-lg\" href=\"https:\/\/www.peterkinch.com\/#investments\">BACK<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Before any investments are made the first step is to determine your \u2018Financial Landscape\u2019. This takes place during an in-depth meeting to assess your current lifestyle and spending\/savings habits, income sources, and current investments. Then leaping forward to your goal dates for financial independence or retirement, we can \u00a0complete a \u2018Gap Analysis\u2019 to determine\u00a0 what [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_mi_skip_tracking":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Investments | Your Financial Landscape - Peter Kinch<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.peterkinch.com\/investments-your-financial-landscape\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investments | Your Financial Landscape - Peter Kinch\" \/>\n<meta property=\"og:description\" content=\"Before any investments are made the first step is to determine your \u2018Financial Landscape\u2019. 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