One Day In July | Types of Investors

One Day In July | Types of Investors

welcome@onedayinjuly.com(802) 503-8280


Investing for Travel Nurses

By Emily Scherer | September 13, 2022

As a travel nurse, you may be interested in opening an IRA or participating in a 401(k) plan. Both options will allow your money to grow tax free until you begin withdrawals.

Investing for Teachers Part 1

By Financial Advisor Carrie McDonnell | June 9, 2022

Key concepts teachers should consider in preparation for retirement.

Investing for Teachers Part 2

By Financial Advisor Carrie McDonnell | June 28, 2022

Teachers have long been a target of brokers and insurance companies selling commission-based products, such as annuities.

Investing for Pilots

By Financial Advisor Hans Smith

An aviator's guide to lower your investment fees, improve portfolio performance, minimize your taxes, and simplify your financial life.

Investing for the Self-Employed

By Financial Advisor Katie Bensel | June 24, 2021

Instead of being limited to the retirement plan options offered by their employers, self-employed individuals take the decision into their own hands.

Investing an Inheritance

By Financial Advisor Peter Egolf | February 25, 2022

If you are expecting or recently received an inheritance as the beneficiary of an account, the first step is to understand the account type(s).

Investing for Environmentalists

One Day In July Environmental Investing

Our environmental investing screens are centered around two key metrics - fossil fuel reserves and carbon intensity.

Investing for the Business Owner

One Day In July 401k & 403b Plans

Low advisory fees. Low record keeping fees. Low fund fees. We work only for you, driving fees down.

Investing for Physicians

By Emily Scherer | September 28, 2022

Should doctors invest or pay off medical school student debt early?



Get Started Today.

Please enter a first name.
Please enter a last name.
Please enter an email address.
1000 characters remaining
Please enter a message.
DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
About the SECURE Act
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
Types of Investors
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 Finacial 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

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk

145 Pine Haven Shores Road, Suite 2212

Shelburne, VT 05482

(802) 777-9768

Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Peter Egolf

(802) 999-2321

Burlington, VT Financial Advisor

Hans Smith | Katie Bensel

Nancy Westbrook | Peter Egolf

Adam Roof

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Essex, CT Office

Keith McCarthy

5 Essex Square, Suite 3A

Essex, CT 06426

(860) 581-7011

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding area.

Carrie McDonnell

(802) 767-7665


v 2.3.12 | © One Day In July LLC. All Rights Reserved.