Vermont Wealth Management


One Day In July specializes in Vermont Wealth Management. We approach wealth management differently than most other firms in the state, however. We believe fundamentally in three things:

  • Investment management fees are too high at all levels in the investment industry. See our fee chart here.
  • Correct asset allocation is critical for good long term results.
  • Disciplined behavior in following an investment plan is necessary.

A new era of Vermont wealth management is dawning, as One Day In July LLC gets between investors and the financial industry and strips away the excessively high fees that have been muting returns. Actively managed mutual funds are a culprit, and instead of using them we only use collections of low-cost index funds.

We have blended some of John Bogle's low-cost indexing theories with asset diversification ideas from David Swensen, who runs Yale University's endowment.



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

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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