February 12, 2021
Some firm background, and one thing to ask of you.
One Day In July has grown rapidly:
Something most people don't know about the firm: we have an impressive in-house software team. They have been building all kinds of tools for us internally, but over the past 8-9 months they have been ramping up projects which, hopefully by summer, will be useful for our clients. Some of the early prototypes are just incredible and they will only be accessible by One Day In July clients, as it's all proprietary software.
The director of that group, Jeffrey, hasn't cut his hair in a while and is starting to look a lot like Jesus. This is oddly comforting when talking to him on Zoom in a pandemic.
Those of you who know me know there are two categories of financial product that I view as particularly bad:
Three other categories that are worth examining are:
If you are a client, and you have any of these products, this is a good time to contact your Advisor and have a review done. Especially if someone sold you an annuity or whole life insurance, now could be a good time to unwind that and move on. Opportunity cost must be considered in investing.
I believe completely in what we are doing. The financial industry has preyed on the American public for far too long, using "relationships" as a cover for fees and frequent underperformance.
Whether you've been with us from the early days or just joined, thank you for being a part of this.
(1) Family Wealth Report award description is here.
Saratoga Springs, NY Financial Advisor
73 Henry Street
Saratoga Springs, NY 12866
Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
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851 Duportail Rd 2nd Floor
Chesterbrook, PA 19087
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Burlington, VT 05401
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Hanover, NH 03755
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