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A well-balanced portfolio means that you have your assets distributed across several different asset classes to avoid the "all your eggs in one basket" problem. By diversifying across asset classes, you can reduce the risk of your overall portfolio.

The goal is to own assets that are uncorrelated, meaning that they don't move in the same direction or the same degree. For example, when stocks go up, bonds typically go down and vice versa.

Our client portfolios are well-balanced with a mix of U.S. stocks (large and small companies), International stocks (developed and emerging markets), real estate, commodities, and short and intermediate term fixed income (bonds).

Allow us to take a look at your portfolio and give you a free analysis.