Types of Accounts We Manage

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Types of Accounts One Day In July Manages

Fill out the dropdown form above, or give us a call to schedule a free consultation and/or statement review. (802) 503-8280

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, 529 Plan savers, and 401k or 403b retirement plan seekers.

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.


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.

529 College Savings Plans

A tax deferred account designed to allow individuals / families to save and invest for higher education.

Business & Non Profit Brokerage Accounts

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

If you are a business owner, we can also help establish and advise a 401k or 403b plan for your employees.

DIFFERENTIATORS
GETTING STARTED
MATERIALS
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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
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

Saratoga Springs, NY Financial Advisor

73 Henry Street

Saratoga Springs, NY 12866

(802) 735-8772

Shelburne, VT Financial Advisor

145 Pine Haven Shores Road, Suite 2212

Shelburne, VT 05482

(802) 777-9768

Wayne, PA Financial Advisor

851 Duportail Rd 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

Burlington, VT Financial Advisor

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding areas.

(802) 829-6954

Bennington, VT Financial Advisor

Available for meetings in Bennington, VT and surrounding areas.

(802) 735-8772

Hanover, NH Financial Advisor

26 South Main Street #4

Hanover, NH 03755

(802) 341-0188


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