Craig Toberman shares his thoughts with Lucy Brewster about diversifying your portfolio with investments in the S&P 500 in the article “How to invest in the S&P 500 and get exposure to the biggest and best American companies” at Fortune.
"“Not all of the 500 companies are the same size, so an equal-weighted index fund can diversify your portfolio, further giving you more exposure to small companies, and usually more exposure to value companies as well,” explained Craig Toberman, advisor at Toberman Wealth. The Invesco S&P 500 Equal Weight ETF has an expense ratio of .2%. “This adjustment in market exposure may be worth an extra 10-20 basis points in expense ratio in some cases,” Toberman added. "
If you are interested in discussing more about investment options with Craig Toberman please book a call with him.
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.