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  • Craig Toberman, CFA, CPA, CFP®
  • 04/09/2024

Craig Toberman Featured in Bloomberg to Discuss Making Decisions About Retirement

Craig Toberman shares his insights on retiring during market upswings in the Bloomberg article titled, “Don’t Let Your 401k Trick You Into Retiring During a Stock Rally.”

“Toberman said he’s seen clients who actually retired during the bottom of bear markets make out well because they had conservative return assumptions of about 6%-7% in the stock market and have now been surprised on the upside.”

If you’re interested in learning more about retirement planning, book a call with our team.


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Craig Toberman, CFA, CPA, CFP®
Craig Toberman, CFA, CPA, CFP®

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.

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Toberman Becker Wealth, LLC (“Company”) is an SEC-registered investment adviser based in St. Louis, Missouri. Registration does not imply any specific level of skill or endorsement. The Company complies with SEC filing requirements in states where it serves clients. This website is for informational purposes only and should not be considered personalized advice or a solicitation to buy or sell securities. All investments involve risk, including potential loss of principal, and past performance does not guarantee future results. Links to third-party content are for informational use only and do not imply endorsement. The Company makes no guarantees regarding the accuracy or completeness of external content, which users should evaluate independently. This includes tools like Calendly, Google Maps, and social media—clicking these links means you are leaving our site and subject to third-party terms and privacy policies.

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