By Zoey Thompson
FT. LAUDERDALE, FL – According to a recent Bloomberg report, Financial analysts are saying to expect a financial correction in the upcoming weeks and months. All time closing highs in April and the falling Treasury rates in May are an indicator that there could potentially be a major shift soon. Florida wealth Manager Jeff Juniper warns that the 38th major stock correction could be on its way and wants to help people prepare by diversifying their portfolio.
“The US-China trade war really took the wind out of the US Treasury rates and the threat of tariffs on Mexico could be the fuel that drives an adjustment,” warns Juniper. “I don’t think people should jump out of windows like they have in the past-adjustments are a natural part of the cycle. However, you can take steps to cushion a potential blow to your finances.”
Juniper is a regular guest speaker for the FICPA (Florida Institute of Certified Public Accountants) and believes that educating people on how to handle the natural ebbs and flows of the financial markets is step one to planning for them. His management style is based upon Financial Confidence Through Financial Clarity and use a proprietary process call The Juniper Wealth Management Financial Clarity Retirement Roadmap. His firm’s approach to planning is to build customized plans based on the individual concerns, goals, and situations of a client. A client’s risk tolerance is assessed before any recommendations are made or executed to help ensure that the client is well-versed in his or her own plan and feels comfortable in the process and investment selections.
“A lot of financial planners sell only “Stock & Bond packages,” he explains. “There’s nothing wrong with that in theory as many of them are developed by industry leaders. However, I believe that a personal touch is required because not everyone is in the same spot in life or has the same goals for their finances.”
Juniper’s insight has been featured in both Forbes (April 2015) and Annuity 123 (April 2015), enabling him to reach out to share his perspectives with a larger audience. Today, he welcomes inquiries about personal finance so that he can spread knowledge and develop culture awareness about markets.
For more information, visit: JuniperWealthManagement.com or call 954-815-2961
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Juniper Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult you financial professional before making any investment decision.