Simplicity within Your Financial Life

Simplicity

Our Financial Advisors Will Help You Simplify Your Finances.


Much to Do, Little Time

Life, as we all know, can be complicated. It can get messy, and overwhelming. Piles overflow. The to-do list can seem endless. Decisions have more and more angles. Your finances can take a back seat to the need to “put out fires” in the here and now. You may feel embarrassed by choices you made, and hesitant to share them with a financial advisor. There is so much to do, and no time to look forward, or out, or in. Before we know it, our heads are spinning.

Let us help you stop the spinning.

At One Day In July, our financial advisors want to simplify your life. As your financial advisor, we will look at your whole picture (messy or not!) and discuss with you all of your options, plain and simple. Together, we will break it down, understand your situation, and get you onto a direct path to your end goal: savings, growth, and most of all, simplicity.

One Day In July is a transparent, fiduciary and independent financial advisory firm. Your One Day In July financial advisor will always act in your best interest, with no hidden fees or commissions. Our fees are low and uncomplicated.

Embarrassing Questions? Our Financial Advisors Have Answers.

Whether you come to us with a series of initial questions that may feel embarrassing (most new clients feel this way) – “What is an index fund?” “How can I invest in index funds?” “What is an investment plan?” “I’m mortified about my past financial choices; can you help?”– or with a very advanced understanding of investing, our financial advisors can help you better understand what you are doing with your own money, streamline your financial picture and get you back to a healthy sense of financial wellness. Simplicity leads to understanding; one could argue that understanding is everything.

Life is undeniably complicated, but your finances don’t need to be. Let our financial advisors One Day In July simplify one big piece of it for you. Isn’t that worth an investment?


"Simplicity is the glory of expression."

~Walt Whitman


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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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(802) 341-0188


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