Rochester, VT
Fiduciary Financial Advisors

(802) 829-6954
Serving Central Vermont & Southern Vermont

Fiduciary Financial Advisor
(802) 829-6954

Serving Central Vermont & Southern Vermont

Investing & Wealth Management

One Day In July's diversified index investment approach uses ETFs to keep fees low and mitigate taxes. As fiduciary financial advisors, One Day In July works with clients to understand their financial goals and build investment solutions.

A sound investment strategy meets your objectives and adapts as your life changes. With a consistent strategy and proper oversight, investing in your future will create a sense of comfort while growing wealth.

One Day In July serves a wide variety of clients in Vermont, and across the United States. Our clients range from high net worth individuals to middle-income families, from foundations, non-profits, and small and large business owners to young investors, retiring investors, 529 Plan savers, and 401k or 403b retirement plan seekers.

Firms being awarded with placement on the USA Today list (published 4/26/23) are determined by recommendations from clients and peers and a firm's growth of Assets under Management (AUM).ODIJ licensed the use of the USA Today logo through a payment to Statista Inc.




Investing & Wealth Management

One Day In July's diversified index investment approach uses ETFs to keep fees low and mitigate taxes. As fiduciary financial advisors, One Day In July works with clients to understand their financial goals and build investment solutions.

A sound investment strategy meets your objectives and adapts as your life changes. With a consistent strategy and proper oversight, investing in your future will create a sense of comfort while growing wealth.

One Day In July serves a wide variety of clients in Vermont, and across the United States. Our clients range from high net worth individuals to middle-income families, from foundations, non-profits, and small and large business owners to young investors, retiring investors and 529 Plan savers.

Firms being awarded with placement on the USA Today list (published 4/26/23) are determined by recommendations from clients and peers and a firm's growth of Assets under Management (AUM).ODIJ licensed the use of the USA Today logo through a payment to Statista Inc.


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Central Vermont Financial Advisors

Carrie McDonnell is located in Rochester, Vermont. Carrie serves clients throughout Central Vermont and Southern Vermont.

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Carrie McDonnell

Financial Advisor, Central Vermont & Southern Vermont

carrie.mcdonnell@onedayinjuly.com
(802) 829-6954

Rochester, VT

Traditional IRA v. Roth IRA: Which one is right for me?

Using an Individual Retirement Account (IRA) is a great way to save for retirement and also potentially save on taxes. Even if you have an employer sponsored plan through work, you can also have an IRA if you meet the eligibility requirements.


Vermont Teachers: Guide to Retirement and Investing

As a former school administrator, I have witnessed the skill and dedication of our Vermont teachers at work. Considering how impactful and critical educators are to our state’s future, one would expect our teacher retirement system to be designed to ensure full financial security for these civil servants. Unfortunately, this is not the case. A successful retirement for educators requires planning and a multi-faceted approach.

Investment Insights Newsletter

Meaningful musings from Dan Cunningham, One Day In July's founder. Delivered right to your inbox.


Rolling Over a 401k: What You Need to Know

Rolling over old 401k’s and consolidating these accounts into an IRA can help simplify your life. Rather than logging into multiple institutions to view your investments, you can bring these accounts all under one roof. As Henry David Thoreau once wrote, “Our life is frittered away by detail. Simplify, simplify.”


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DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
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
Book Recommendations
Types of Investors
One Day In July Careers
Prospect Booklet
Square Mailers
Fee Calculator
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 Financial 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

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