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.
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.