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  • Craig Toberman, CFA, CPA, CFP®
  • 01/23/2024

Craig Toberman Featured in Bloomberg to Discuss the Best Places to Put Cash

Craig Toberman discusses the best places to allocate your cash in a piece titled “The Ultimate Personal Finance Checklist to Get Ready for 2024” featured in Bloomberg. Toberman highlights the comparative advantage of a three-month Treasury bill over typical high-yield savings accounts. His expertise is a valuable guide for individuals seeking to maximize their asset allocation in 2024.

“When compared to bank certificates of deposit, US Treasury investments are more liquid, can be sold at any time, and do not have surrender charges. With US Treasuries, the market value of your holding could fluctuate over the holding period, but if you hold it until maturity, your full principal and interest is guaranteed by the US government.”

If you’re interested in gaining more insight into financial planning in 2024, 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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