By Financial Advisor Peter Egolf
At One Day In July, we assist prospective clients in understanding and optimizing the direct and indirect costs associated with their existing investments, including the cost of their advisor and their current investments (e.g., mutual funds and exchange-traded funds). Our approach uses diversified index fund ETFs to minimize taxable events to the investor. Additionally, we speak directly with clients to understand their present and future financial goals to recommend investment accounts to reduce the unnecessary tax burden.
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