Craig Toberman Featured in InvestmentNews To Discuss Bond-Laddering Strategies
Craig Toberman connected with Jeff Benjamin from InvestmentNews in the article “Advisors Stepping Up to Bond Ladders as Fed Pushes Rates Up Another Quarter Point” to discuss the benefits of a bond-laddering strategy for spreading fixed-income exposure over several years.
“Now is a good time to be locking in rates that are short- to intermediate-term with a bond ladder going out four, five or six years,” he said. “A year ago, when rates were still low, it didn’t make sense to build a bond ladder that went out more than a year, but we had a unique situation when rates were near zero and I couldn’t recommend a bond ladder.”
If you are interested in hearing more of Craig Toberman’s thoughts on risk tolerance, please book a call with him.
Craig Toberman is a Partner at Toberman Becker Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.