Hanover, NH
Fiduciary Financial Advisors

(802) 341-0188
26 South Main Street | Hanover, NH 03755

(802) 341-0188

26 South Main Street | Hanover, NH 03755

One Day In July | Financial Advisors in Hanover, NH

As fiduciary financial advisors, we invest using low cost, tax efficient index fund investments. We are fiduciaries on all accounts, for all clients, all the time.

We believe there is tremendous value in index funds. Your money should work for you, not Wall Street. When you combine a well-diversified portfolio of index funds and low fees, investors win.

One Day In July serves a wide variety of clients throughout New Hampshire, and across the United States. Our clients range from high net worth individuals to middle-income families, from foundations, non-profits, and small and large business owners to young investors, retiring investors, 529 Plan savers, and 401k retirement plan seekers.

Firms being awarded with placement on the USA Today list (published 4/26/23) are determined by recommendations from clients and peers and a firm's growth of Assets under Management (AUM).ODIJ licensed the use of the USA Today logo through a payment to Statista Inc.

Our office in Hanover, NH is located at 26 South Main Street, Unit 4.

Use the form on this page to schedule a free consultation, or contact us via phone or email.




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Low Fees Matter

It is almost impossible to overstate the importance of low fees in investing. A difference of 1% in fees over an investment lifetime can add several years of work to retirement.


Delaying Social Security | Washington Post Article

"For some retirees, however, delaying social security may not make financial sense. Nancy Westbrook, a Vermont financial adviser with One Day In July, said clients often focus on maximizing their monthly social security check and forget to consider how to maximize their lifetime returns."

Fiduciary Financial Advisors

At One Day In July we believe it is important for you to work with an advisor who has a legal and ethical responsibility to put your needs first, as a fiduciary does.


Index Fund Investing

An index is a group of companies that make up a specific market sector or asset class. One of the most well known indexes is the S&P 500. The S&P 500 is an index of the 500 largest public companies in the U.S.

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Investment Management | Hanover, NH Financial Advisors

(802) 341-0188


One Day In July | Fiduciary Financial Advisors

With the exception of 529s and certain workplace retirement plan accounts, investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over into your Schwab account in kind.

DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
Why Use a Fiduciary Financial Advisor?
Financial Planning
Quarterly Booklets
Simple, Low Investment Fees
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Book Recommendations
Types of Investors
One Day In July Careers
Prospect Booklet
Square Mailers
Fee Calculator
SERVICES
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Environmental Investing: How it Differs from ESG
Vermont Financial Advisors
How to Invest for College Savings
INVESTING THOUGHTS
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
Inflation
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Aim for Average
How Financial Firms Bill
Low Investment Fees
Understanding Fixed Income: Interest Rate Risk
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Articles by Dan Cunningham
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

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Hanover, NH Financial Advisor

26 South Main Street #4

Hanover, NH 03755

(802) 341-0188


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