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/vwo

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

www.dinkytown.net/investment.html | www.dinkytown.net/retirement.html | www.dinkytown.net/

DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
About the SECURE Act
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
Types of Investors
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 Finacial 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

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk

145 Pine Haven Shores Road, Suite 2212

Shelburne, VT 05482

(802) 777-9768

Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Peter Egolf

(802) 999-2321

Burlington, VT Financial Advisor

Hans Smith | Katie Bensel

Nancy Westbrook | Peter Egolf

Adam Roof

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Essex, CT Office

Keith McCarthy

5 Essex Square, Suite 3A

Essex, CT 06426

(860) 581-7011

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding area.

Carrie McDonnell

(802) 767-7665


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