Saratoga Springs, NY
Fiduciary Financial Advisors

(802) 735-8772
73 Henry Street Saratoga Springs, NY 12866

(802) 735-8772

73 Henry Street Saratoga Springs, NY 12866

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 New York, 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 New York, 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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Saratoga Springs Financial Advisors

One Day In July is located at 73 Henry Street in Saratoga Springs, NY.

Get Started Today.

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Matthew McBride

Investment Desk Associate

welcome@onedayinjuly.com
(802) 503-8280

Low Fees Matter

It is almost impossible to overstate the importance of low fees in investing. A difference of 1% in fees over an investment lifetime can add several years of work to retirement.


How Fiduciary Financial Advisors Help in Uncertain Markets

A fiduciary financial advisor is obligated to always work in the client’s best interest and builds an investment approach designed to work over your particular time horizon.

Investment Insights Newsletter

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


Saving for Retirement in Saratoga Springs, NY

Many of us have heard that an "early and often" approach works best when planning for the long-term growth of investments. The earlier you can prepare and contribute to retirement, the better.


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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.

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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