One Day In July Financial Advisors

Interested in investing, or just want more information? Contact us today to set up a free consultation with a One Day In July Advisor. All advisors are fiduciaries on all accounts so you know that your interests will always be put first.

Our financial advisors service clients across the country. We have two Vermont offices, but advisors are available for meetings far beyond our office locations. Meetings are available in person, on the phone and on Zoom.

(802) 503-8280 | welcome@onedayinjuly.com



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One Day In July financial advisors are available for meetings across Vermont, including Stowe, Rochester, Montpelier and most other Vermont towns and cities located in Northern Vermont, Central Vermont and Southern Vermont. Beyond Vermont, One Day In July has advisors who frequently have meetings in Darien, Connecticut, Wayne, Pennsylvania, and Portsmouth, New Hampshire.



Shelburne, Vermont Office

(802) 777-9768
frank@onedayinjuly.com
145 Pine Haven Shores Rd Suite #2212
Shelburne, VT 05482
map and directions



Rochester, VT Financial Advisor | Stowe, VT Financial Advisor | Hartford, VT Financial Advisor | Waterbury, VT Financial Advisor | Darien, CT Financial Advisor

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


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