Investment Tools


The sites below are not part of One Day In July, but may serve as useful tools for you.

Retirement Calculator for Self Employed Individuals | CalcXML

Helps to calculate how much you can contribute to a retirement plan as a self-employed person.


Stockcharts.com // Perf Charts

Shows dividend-reinvested return of index funds. Total return of an index.


Stocknews.com

Displays long history of dividends and interest.


ETF.com/VUG

Easy to use. Shows Price / Earnings (p/e ratio), dividend yield. Simply put an ETF to the right of the backslash ( / ).


Blackrock Distribution Estimator

Shows tax efficiency of funds.


Personalfund.com

A tool to see the true costs of owning a given mutual fund.


Rocketfinancial.com

A simple site to see the company financials going back 7 years.


Portfoliovisualizer.com

Excellent simulations of portfolios and backtesting.


Portfoliocharts.com

Variety of useful financial charts, customizable.


Financial Calculators

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Vergennes, VT Financial Advisors

206 Main Street, Suite 20

Vergennes, VT 05491

(802) 777-9768

Burlington, VT Financial Advisors

77 College Street, Suite 3A

Burlington, VT 05401

(802) 503-8280

Hanover, NH Financial Advisors

26 South Main Street, Suite 4

Hanover, NH 03755

(802) 341-0188

Rutland, VT Financial Advisors

734 E US Route 4, Suite 7

Rutland, VT 05701

(802) 829-6954

Middlebury, VT Financial Advisors

48 Main Street

Middlebury, VT 05753

(802) 829-6954

Montpelier, VT Financial Advisors

27 State Street, 2nd Floor

Montpelier, VT 05602

(802) 503-8280

Northampton, MA Financial Advisors

6 Crafts Ave

Northampton, MA 01060

(802) 503-8280

Morrisville, VT Financial Advisors

92 Lower Main Street

Morrisville, VT 05661

(802) 503-8280

Bennington, VT Financial Advisors

351 Main Street

Bennington, VT 05201

(802) 503-8280

St. Petersburg, FL Financial Advisors

165 5th Avenue NE

St. Petersburg, FL 33701

(802) 503-8280


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