Types of Accounts We Manage

One Day In July serves a wide variety of clients 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, and 529 Plan savers.


Traditional & Roth Individual Retirement Accounts (IRAs)

Consolidate 401k / 403b / 457 plans from previous employers, and make ongoing contributions to utilize the tax benefits of these accounts.

Individual & Joint Brokerage Accounts

For savings and investments that may not necessarily be for use in retirement.

Revocable & Irrevocable Trust Accounts

One Day In July manages investment assets for both revocable and irrevocable trusts through an ongoing relationship with the trustee(s).

Workplace 401k, 403b and 457 Retirement Accounts

We are able to make investment selections for you inside of your current workplace retirement plan.

Simplified Employee Pensions (SEP IRAs)

A tax deferred account for self-employed individuals and business owners.

Inherited Individual Retirement Accounts

For assets that are passed down from generation to generation.

Simple Individual Retirement Accounts (Simple IRAs)

A retirement savings plan that most small businesses with 100 or fewer employees have the option to use.

Business & Non Profit Brokerage Accounts

S Corporation and C Corporation, LLC, Sole Proprietorship, Partnership.

DIFFERENTIATORS
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SERVICES
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
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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
Investing in Bennington, VT
Vermont Financial Advisors
Investing in Albany, NY
Investing in Saratoga Springs, NY
New Hampshire Financial Advisors
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
Taxes on Investments
How Financial Firms Bill
Low Investment Fees
Retirement Financial Planning
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?
Investing Concepts
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

Vergennes, VT Financial Advisors

206 Main Street, Suite 20

Vergennes, VT 05491

(802) 777-9768

Wayne, PA Financial Advisors

851 Duportail Rd, 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

Burlington, VT Financial Advisors

77 College Street, Suite 3A

Burlington, VT 05401

(802) 503-8280

Middlebury, VT Financial Advisors

79 Court Street, Suite 1

Middlebury, VT 05753

(802) 829-6954

Hanover, NH Financial Advisors

26 South Main Street, Suite 4

Hanover, NH 03755

(802) 341-0188

Rutland, VT Financial Advisors

734 E US Route 4, Suite 7

Rutland, VT 05701

(802) 829-6954


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