One Day In July Investing Events

Interested in discussing personal finance, learning about different investing strategies, and meeting financial advisors in the area? One Day In July has created an event series to bring people in the community together for free educational events about personal investing, retirement planning, college saving and more.



JULY 7th | 8am | Myer's Bagels

Join Fiduciary Financial Advisor Peter Egolf Thursday, July 7th from 8am - 9am at Myer’s Bagels located at 377 Pine Street in Burlington. This event is open to anyone to discuss their questions about the stock market, investing, financial planning, and One Day In July. Enjoy breakfast on us! Can’t make it this week? No problem. Peter will be hosting at Myer’s Bagels for the next few weeks.

AUGUST 23rd | 9am | Bonnet & Main Café | Manchester, VT

Join One Day In July's founder, Dan Cunningham, to learn about working as a financial advisor. A background in finance is not required. We are looking to open new advisor positions in Manchester, VT and Saratoga, NY!



JULY 23rd | 9am | Uncommon Coffee Co.

Many of us are able to finally carve out some time to sit down with a good book once summer rolls around. One Day In July Financial Advisor Katie Bensel put together a Summer Reading list of books we think are well-written, enjoyable to read, and also very informative on money matters and investing topics.

AUGUST 20th | 9am | The Café HOT

Join Katie Bensel, financial advisor and self-proclaimed bookworm, and the rest of the Book Club for coffee, treats, and a discussion about Trillions at 9:00 a.m. Saturday, August 20th at The Café HOT in Burlington, VT.

September 21st | 6pm | Location TBA

Join Katie Bensel, financial advisor and self-proclaimed bookworm, and the rest of the Book Club for cocktails, apps, and a discussion about Think Again: The Power of Knowing What You Don’t Know at 6:00 p.m. Wednesday, Sept. 21. Location TBA! This will be an extra-special book club gathering as we say farewell to summer.

How We Are Different
Low-fee index funds. Transparent & fiduciary financial advisors.
Local Financial Advisor
We are in your community. We are local.
Investment Management
We tailor to each client. Index funds at the core.
Index Funds
Broad market exposure, low expense.
Dan's Corner
Meaningful musings from our founder.
Fiduciary
Your best interests are our priority.
Low Fees
Our fees are among the lowest in the nation.
Financial Planner
Financial advisor optimizes your financial picture.
U.S. Treasury Bonds
Use Treasury Bonds to reduce risk.
Book Recommendations
Here are some of our favorites.
Inflation
What is inflation, and what causes inflation.
When Should I Invest?
Life transitions = important financial decisions.
Retirement: 401k and More
Retiring? Plan the future you want.
IRA Rollovers
401k Rollovers. IRA Rollovers
Active vs. Passive Investing
We believe there is a winner in this debate.
The Investment Process
How we work: low-cost index funds, personalized attention.
Simplicity
Simplicity is the ultimate sophistication.
Investing: What to Focus On
Low-fee index funds. fee-only advisor.
Switching Financial Advisors
Can be uncomfortable, but an important step.
Advisor Recruiting
We attract top-tier talent. Not your usual firm.
Basic Investing
Let's start with Investing 101.
Understanding Your Financial Statement
Let's break it down to basics.
Taxes on Investments
What causes taxes within your investments?
Behavioral Economics
The less emotion, the better.
Timing the Market in 2020
2020 - a case study in the futility of market timing.
How Financial Firms Bill
Fee-based vs. fee-only, and lots more.
Who Supports Indexing?
Bogle, Swensen, Buffett, and others.
Transparency
One click to see our fees.
Mutual Funds vs ETFs
Clarifying the difference.
Does Stock Picking Work?
The research says no.
Countering Arguments Against Index Funds
What happens in a down market?
Annuities
Lots of fees, little clarity.
How Do Mutual Funds Work?
Invest in the basket.
How to Relieve Financial Stress
New client? anxiety is normal.
Financial Terms Glossary
Common investment terms you should know.
Firm Comparison
One Day In July vs the competition.
Retirement Investing
Retiring? Let us help.
Accounts We Manage
We manage a wide range of investment account types.
Pay Yourself First
Saving and Investing for the future.
Investing an Inheritance
Prioritizing and planning for the future.
Frequently Asked Questions
Good questions, real answers.
Women and Investing
Your voice needs to be heard. We are listening.
For the Business Owner
Choosing what's best for your business.
Environmental Investing
Carbon intensity, fossil fuels.

Locations

Vermont

Connecticut

United States

Services

Individuals

401k Plans

Institutions

Environmental

Account Types

Differentiators

Cash Flows

Low Fees

Fiduciary

Dedicated Advisor

Materials

Advisors: Join Us

Careers

Articles on Investing

About the Secure Act

Quarterly Booklets

Resources

Vermont Investment Management

Vermont Retirement Planning

Vermont Wealth Management

Vermont Financial Advisors

Investment Tools

In the Media

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk | Keith McCarthy

5247 Shelburne Rd, Suite #101

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

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Darien, CT Financial Advisor

Available for meetings in Darien.

Keith McCarthy

(203) 554-9466

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding area.

Carrie McDonnell

(802) 767-7665


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