Investment Tools | Financial Resources | Investment Management

Investment Tools


The sites below are not part of One Day In July, but may serve as useful tools for you.

Retirement Calculator for Self Employed Individuals | CalcXML

Helps to calculate how much you can contribute to a retirement plan as a self-employed person.


Stockcharts.com // Perf Charts

Shows dividend-reinvested return of index funds. Total return of an index.


Stocknews.com

Displays long history of dividends and interest.


ETF.com/vwo

Easy to use. Shows Price / Earnings (p/e ratio), dividend yield. Simply put an ETF to the right of the backslash ( / ).


Blackrock Distribution Estimator

Shows tax efficiency of funds.


Personalfund.com

A tool to see the true costs of owning a given mutual fund.


Rocketfinancial.com

A simple site to see the company financials going back 7 years.


Portfoliovisualizer.com

Excellent simulations of portfolios and backtesting.


Portfoliocharts.com

Variety of useful financial charts, customizable.


Financial Calculators

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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 Financial 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
The Forward P/E Ratio

Saratoga Springs, NY Financial Advisor

73 Henry Street

Saratoga Springs, NY 12866

(802) 735-8772

Vergennes, VT Financial Advisor

206 Main Street #20

Vergennes, VT 05491

(802) 777-9768

Wayne, PA Financial Advisor

851 Duportail Rd 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

Burlington, VT Financial Advisor

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding areas.

(802) 829-6954

Bennington, VT Financial Advisor

Available for meetings in Bennington, VT and surrounding areas.

(802) 735-8772

Hanover, NH Financial Advisor

26 South Main Street #4

Hanover, NH 03755

(802) 341-0188


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