Clients are joining One Day In July at a rapid pace (see graph here) for a reason.

We are a unique advisory firm in the American financial landscape. In the entire nation, I have found only three firms that I would let invest my own family’s money. One Day In July is one of them.

For over half a century, financial companies have marketed products that often cost the investor too much while often underperforming their respective index or benchmark. This makes no sense.

As a result, over the past 30 years, the average American has recognized just 1 of every 8 dollars of market return (1). This has been due to excessive fees, complex financial products that underperform index funds, and incorrect investor behavior.

The implication on your wealth is enormous. One Day In July is a firm dedicated to solving this problem, and delivering your fair share of equity, real estate, and bond market returns.

We look forward to working with you.

More about me and my inspiration.

(1) Source: Dalbar 21st Annual Quantitative Analysis of Investor Behavior. 2015 Edition.