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Category: Investing
Do I Need a Financial Advisor After Retirement?
Retirement spans a significant portion of your life– potentially 3 decades or more. Along this journey, you’ll encounter both the …
The Debate on the Best Age to Retire
Throughout my time as a fee-only financial advisor, I’ve found that there is always a subset of clients hinting at …
Diversifying Your Portfolio for Well-Rounded Financial Planning
When you invest, you take on risk. If you want to maximize your chances of keeping up with long-term …
How Often Should You Rebalance Your Investments (And How To Do It)
We’ll guide you through the ins and outs of rebalancing your investment portfolio including how and when you should do so.
How to Factor Inflation Into Your Investment Portfolio
In this article, financial advisor Craig Toberman discusses what you can do in your investment portfolio to try to mitigate the risk of higher than expected inflation during retirement. Read here to learn more.
Craig Toberman Featured in Bloomberg to Discuss Cashing in I Bonds When Inflations Starts to Cool
Craig Toberman chats with Claire Ballentine to discuss if I Bonds are still worthwhile investments as inflation cools and interest …
Craig Toberman Featured in Bloomberg to Discuss Money Decisions During Economic Uncertainty
Craig Toberman chats with Claire Ballentine to discuss if now is a good time to purchase a Tesla in the …
Craig Toberman Featured in Bloomberg to Discuss the Silicon Valley Bank Collapse
Craig Toberman digs into the upside of Treasury bonds in the article “What the Silicon Valley Bank Collapse Means for …
Craig Toberman Featured in XY Planning Network Sharing His Blog On Risk Tolerance
Craig Toberman’s article What Is Risk Tolerance And Why It Influences Your Money? is listed in Good Financial Reads: How …
Craig Toberman Featured in SmartAsset to Discuss Common Mistakes High-Net Worth Clients Make
Craig Toberman discusses the biggest mistakes high-net worth clients can make in the article “5 Common Mistakes High-Net-Worth Clients Make” …
Craig Toberman Featured In Fortune Discussing How to Invest in the S&P 500
Craig Toberman shares his thoughts with Lucy Brewster about diversifying your portfolio with investments in the S&P 500 in the …
Craig Toberman Featured in XY Planning Network Sharing His Blog On Goal-Based Investing
Craig Toberman’s article Goals-Based Investing: A New Approach to Achieving Your Financial Goals is listed in Good Financial Reads: How To …
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 …
Craig Toberman Featured in XY Planning Network Sharing Articles About Money Scripts and Liquid Assets
Craig Toberman’s articles What Are Money Scripts (And What’s Yours)? and Don’t Lock Up Your Assets And Throw Away The Key: Why Liquidity …
The Home Mortgage Dilemma: Is Fixed or Adjustable Rate Better Long-Term?
Whether you’re in the market for a new home or looking to refinance an existing mortgage, it’s reasonable to assume …
Using 529 Plans for Multigenerational College Planning
529 plans are one of the most used tools for helping families cover the cost of college or trade school. They’re well-known for their tax advantages when saving for higher education costs, but did you know that you can also use them to preserve generational wealth?
Goals-Based Investing: A New Approach to Achieving Your Financial Goals
Goal-based investing puts deeper meaning behind your investment choices and their outcomes. Let’s look at what goals-based investing is and how it can change your outlook on investing.
Craig Toberman Featured in Bloomberg on the Attributes of Adjustable Rate Mortgages
Craig Toberman recently spoke to Charlie Wells of Bloomberg in his Newsletter titled “How Do Your Finances Stack Up?” In the …
Craig Toberman Featured in InvestmentNews Discussing the Inflation Reduction Act and Preparing Clients for Audits
Craig Toberman recently spoke to InvestmentNews for their article about preparing for IRA audits. In “Advisors prepare clients for audits as …
Craig Toberman Answers Investor’s Q&A in Bloomberg
Is it a good idea to buy index funds for a retirement plan? In the “You Ask, We Answer” section …
Craig Toberman Featured by Bloomberg Wealth on How to Protect Your Portfolio in a Volatile Market
Craig Toberman, Founder of fee-only financial planning firm Toberman Wealth, was recently featured by Bloomberg Wealth on how to protect …
What Are Money Scripts (And What’s Yours)?
Money scripts uncover your personal narrative, attitude, and beliefs about money. These beliefs can powerfully impact your habits and …
Individual Stocks vs Comprehensive Investing: Why The Difference Matters A Lot
Comprehensive investing considers your entire picture—financial and personal— over the long-term and helps you keep your goals and values at the center.
What Is Risk Tolerance And Why It Influences Your Money?
When it comes to investing, there is a lot you can’t control. You can’t decide (or predict) market movements or …
Behavioral Finance 101: Understanding Your Investor Psychology
Behavioral finance has uncovered fascinating revelations about how investors approach their money. Behavioral finance puts the investor front and center, …