Craig Toberman chats with Claire Ballentine to discuss if I Bonds are still worthwhile investments as inflation cools and interest rates are set to drop in May for the article “Is It Time to Cash Out Your I Bonds?” in Bloomberg.
“If an investor’s primary goal is protection from future rises in inflation, it’s likely still worth sticking to the original I bond plan,” said Craig Toberman, founder of Toberman Wealth in St. Louis. If inflation starts to heat up again, rates will improve in the future.
Do you have other questions around making money decisions during uncertain times? Book a call with Craig.
Craig Toberman is the Founder of Toberman 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.
Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).
Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.
Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.