Female Investors

Wanted: Female Investors & Financial Advisors


Female Investors Matter

American women celebrated their right to vote exactly 100 years ago this month, when the 19th Amendment was passed by both chambers of Congress on June 4, 1919. Since that monumental day, women have made incredible strides in every area of American life: in business, science, politics, medicine, and technology; in the arts, education, finance, literature, media, law, academia, sports, and countless other arenas.

For progress to continue, it is important that women understand how to invest money and wealth. Wealth is power, wealth is choice, and wealth is freedom. At One Day In July we believe that society benefits from women having more of all three.

Hetty Green managed to amass a fortune on Wall Street among men. She did it 125 years ago. We want to help you today.

Are You a Woman and an Investor?

We want more women to be investors. Too many women still express frustration that their financial advisor doesn’t speak directly to them, doesn’t listen to them, doesn’t prioritize their concerns. Too many women still hold the image in their minds of “financial advisor” as an old guy playing golf. Too many women still feel that taking charge of their financial picture will add one more thing to their plate or to-do list.

One Day In July is committed to finding out why, and to trying to change this. Our goal is to offer you clarity, ownership, and direct eye contact. We will listen to you. One Day In July celebrates the centennial, but still sees a definite need for progress.

Female Financial Advisors? Yes!

We also want more women to be financial advisors and join our smart, driven team. If you are a tenacious self-starter with grit and determination, and you share our clear vision of investing clients in a portfolio of low-cost, diversified index funds, we welcome you to contact us. A fast-growing firm, we are a family-friendly employer of choice based in the heart of Burlington, Vermont –arguably one of the greatest small cities in America – and we are expanding quickly into other parts of New England and beyond.

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.
About Us: Past and Future
Founded on a simple idea, growing fast.
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
Who We Serve
We work with clients nationwide from all financial backgrounds.
When Should I Invest?
Life transistions = 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.
Index Funds
Broad market exposure, low expense.
Behavioral Finance
Nudge vs. Sludge.
Advanced Investing
Let's geek out on stats, figures, and fundamentals.
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 resaerch 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.
Inflation
Inflation through the investment lense.
Retired Investing
Retiring? Let us help.
Young Investors
Plant a seed, watch it grow.
High Net Worth Investors
Preserve and grow your wealth.
Investing an Inheritance
Prioritizing and planning for the future.
Widowed Investors
Managing money after a loss.
Female Investors
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

New Hampshire

Maryland

United States

Services

Individuals

401k Plans

Institutions

Environmental

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

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Steve Schleupner

(301) 514-4499

Burlington, VT Financial Advisor

Hans Smith | Katie Muttitt

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Portsmouth, NH Financial Advisor

Paul Barry

4 Market Street, 2nd Floor

Portsmouth, NH 03801

(603) 531-3773

Frederick, MD Financial Advisor

Available for meetings in Frederick.

Steve Schleupner

(301) 514-4499


Disclosures

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