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Your Financial Guide

Recently, we were hunting with a client and the subject of Red Door’s services came up. He said to us, “You guys are similar to a hunting guide.” Intrigued, we asked him to tell us more.
He proceeded to explain that being a good hunting or fishing guide takes three things. Each item is harder to come by than the one before it, with the third being the most important and hardest to attain. First, you must have access. Whether it is the right fishing hole, the best neck of the woods, or in our case, access to institutional resources through our Charles Schwab connection, entry is the first step. We agreed that anyone can hunt or invest without a guide, but there are advantages to using one.
The second component he mentioned is having proper equipment. Again, we agreed that anyone can acquire these items, but this can come with unnecessary costs. You can purchase all kinds of hunting gear, but why spend the money if someone else will provide it for you? Red Door already has all of the resources and tools available to help navigate the financial world for our clients. 
Finally, he related that he could always come up with the first two, but his results were always better with a well-trained guide. Once you have acquired the access and the right equipment, it takes the skill of a guide to make it successful – to bag your limit or land that fish. It wasn’t until a friend referred him to a good guide that he realized skill was the most important part of a hunt. He expressed that Red Door’s sound advice provided him with all three of these fundamental elements to produce the necessary returns to keep his family’s financial plan on course.
So, with this new way of looking at ourselves and the services we provide, we hope these thoughts will resonate with you. We appreciate the opportunity to be your guide.

Investment Thoughts

At Red Door, we are global investors, always surveying the world for opportunities being overlooked by the investment community. Everyone knows that markets go in cycles, so it’s important to look forward to the future and determine what pockets might look undervalued today but carry hidden return prospects.
Over the last three years, U.S. stock indices have significantly outperformed both foreign developed and emerging market indices. What we are looking for today are good valuations, strong growth rates, acceptable debt to GDP ratios and current negative sentiment from investors (characterized by negative fund flows).

Here is what the current data points to, based on our search criteria above:

The clear winner in all categories is Emerging Markets. Most investors are avoiding this area because of the fear of uncertainty. Take a page out of Warren Buffett’s playbook. “Be fearful when others are greedy and greedy when others are fearful.”  We like the opportunity set and the contrarian play even more when you look at the past one, three and five-year returns versus S&P 500. 

Can you see the cyclical opportunity and longer term reversion to the mean? Now we don’t know when the change will occur, but we are patient investors picking our spots, so we will be out in front of it when it does. Most of the time it’s best not to travel with the stock market herd.
Financial Spring Cleaning Tips
  • Shred old financial documents.
  • Check your credit report. Get three free reports at
  • Review your budget and goals from the beginning of the year.
  • 2013 IRA contributions before filing tax return
Your Red Door Team
This communication and its content are for informational and educational purposes only and should not be used as the basis for any investment decision. The information contained herein is based on publicly available sources believed to be reliable but not a representation, expressed or implied, as to its accuracy, completeness or correctness.

No information available through this communication is intended or should be construed as any advice, recommendation or endorsement from us as to any legal, tax, investment or other matters, nor shall be considered a solicitation or offer to buy or sell any security, future, option or other financial instrument or to offer or provide any investment advice or service to any person in any jurisdiction. Nothing contained in this communication constitutes investment advice or offers any opinion with respect to the suitability of any security, and has no regard to the specific investment objectives, financial situation and particular needs of any specific recipient.

This email represents the opinion of Red Door Wealth Management and is for informational purposes only. It is not a recommendation nor is it intended to be construed as tax or legal advice by the recipient. Past review of investments are no guarantee of future results.
Copyright © 2014 Red Door Wealth Management, All rights reserved.

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