Rochester, VT Financial Advisors

Fiduciary Financial Advisors • (802) 829-6954

Fiduciary Financial Advisors
(802) 829-6954

One Day In July | Financial Advisors in Rochester, VT

"I want my clients to feel empowered and engaged when making investment decisions. Investing should reflect who you are and what you value."

As fiduciary financial advisors, we invest using low cost, tax efficient index fund investments. We are fiduciaries on all accounts, for all clients, all the time.

One Day In July was named the Best Financial Planning / Investment Firm by Vermont Business Magazine in their 2023 Best of Business Awards. One Day In July is the sole Vermont-based financial advisory firm to be included on USA Today's list "Best Financial Advisory Firms 2023." Learn more about these awards here.

At One Day In July, we believe that transparency and clear communication are paramount to a successful advisor-client relationship. When you work with One Day In July, you work with a dedicated fiduciary financial advisor who you can reach directly.

One Day In July serves a wide variety of clients throughout Vermont, and across the United States. Our clients range from high net worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors, retiring investors, 529 Plan savers, and 401k or 403b retirement plan seekers. (802) 829-6954

One Day In July was notified of its status as winner of the Best Financial Planning / Investment Firm award on 4/10/2023. Winners of Vermont Biz's BOB Awards are determined by a survey of VT Business Magazine readers. ODIJ licensed the use of the USA Today logo through a payment to Statista Inc. 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).

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Should I Buy An Anniuty?

Annuities lack liquidity and almost always involve a surrender period of years. During this period, the investor cannot withdraw funds without incurring a penalty fee, which can be substantial.

Investing in a Bear Market

An awareness of how markets have historically performed and how our emotions affect investment decisions can help calm investors and boost confidence during a bear market.

Fiduciary Financial Advisors

At One Day In July we believe it is important for you to work with an advisor who has a legal and ethical responsibility to put your needs first, as a fiduciary does.

Vermont Teachers: Guide to Retirement and Investing

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.

Investment Management | Rochester, VT Financial Advisor

(802) 829-6954

One Day In July | Fiduciary Financial Advisors

With the exception of 529s and certain workplace retirement plan accounts, investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over into your Schwab account in kind.

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
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 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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Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding areas.

(802) 829-6954

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Available for meetings in Bennington, VT and surrounding areas.

(802) 735-8772

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