Peter Egolf


Let's optimize your investments and simplify your finances. I guide my clients in achieving their financial goals by using low-cost, diversified, and tax-efficient ETF index investments.

Peter Egolf | Articles on Investing

Peter Egolf | Articles on Investing 556-3852

Investing an Inheritance: 2022 Inheritance Rules

By Financial Advisor Peter Egolf | February 25, 2023

How to Invest an Inheritance: The suitable option for claiming and investing inherited assets depends on three primary factors:
1) The original account type. 2) Your relationship to the deceased. 3) Taxation.

Taxes on Investments

By Financial Advisor Peter Egolf | October 9, 2020

Investments generate taxes in three core areas: within investment funds, during investment transactions, and through the type of investment account.

Saving Strategies

By Financial Advisor Peter Egolf | February 23, 2022

How do you actually reach your savings and financial goals?

Avoiding Inertia: Four Investment Complexities

By Financial Advisor Peter Egolf | January 22, 2021

The financial industry has a knack for creating inertia through complexity. Inertia transfers wealth from the average investor to Wall Street.

Rally Racing, Potholes, and Investing

By Financial Advisor Peter Egolf | January 11, 2021

While almost anyone can get into a car and drive, not everyone can do it well. The same principles apply to investing.

401k Hidden Fees: What Every Employee Should Know

By Financial Advisor Peter Egolf | April 29, 2021

401k plans have been a captive source for the financial industry to extract fees from American workers.

401K Hidden Fees: What Every Business Owner Should Know

By Financial Advisor Peter Egolf | April 29, 2021

Employers often fail to genuinely understand the design and costs of their 401k plans. Employers want to offer the best retirement options for their employees but can fall short in executing this plan.

Investing like the Galapagos

By Financial Advisor Peter Egolf | May 26, 2021

Prospective clients often come in with engrained ideas related to their finances that are not universally true.

Evolution and Investing

By Financial Advisor Peter Egolf | May 26, 2021

What percentage of the world's wildlife has gone extinct over time? Which animals have gone extinct, and why? The same questions can be posited in the context of investing.

Restricted Stock Awards

By Financial Advisor Peter Egolf | June 3, 2021

A Restricted Stock Award (RSA) grants an employee shares of company stock, vesting at a future date.

Psychology of the Financial Industry

By Financial Advisor Peter Egolf | June 9, 2021

Sunk cost refers to an unrecoverable expenditure. The expenditure is most often time, money, effort, or emotion.

Aim for Average

By Financial Advisor Peter Egolf | June 9, 2021

Too frequently, investors aim for above-average returns (e.g., active investing or stock picking) and end up with sub-par returns, missing out on the average market return.

Get Started Today.

Please enter a first name.
Please enter a last name.
Please enter an email address.
1000 characters remaining
Please enter a message.
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
One Day In July Careers
Square Mailers
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
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
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
The Forward P/E Ratio

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk

145 Pine Haven Shores Road, Suite 2212

Shelburne, VT 05482

(802) 777-9768

Wayne, PA Financial Advisor

Peter Egolf | Adam Roof

851 Duportail Rd 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

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

v 2.3.31 | © One Day In July LLC. All Rights Reserved.