We guide clients to focus on the cash flows their investments generate. Over time we have found this helps clients view their investments as a business. Doing so reduces anxiety around market movements, and allows clients to build wealth in a dedicated way.
By focusing on cash flows, which are less variable than securities prices, the investing process feels more certain than the ebbs and flows of the stock and bond markets.
Conversations with One Day In July financial advisors almost always include cash flow as a core part of the discussion. One Day In July has a proprietary simulator tool that advisors can use to show qualifying prospective clients how their past investment performance may have varied had they been invested in a diversified portfolio of low-cost index funds. The analysis also demonstrates the impact of reinvesting dividends over time.
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Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
5 Essex Square, Suite 3A
Essex, CT 06426
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
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