Newsletter & Booklet

Spring 2022

Winter 2022

Fall 2021

Summer 2021

Spring 2021

Winter 2021

Fall 2020

Summer 2020

Spring 2020

Winter 2020

Fall 2019

Summer 2019

Spring 2019

Winter 2019

Fall 2018

Summer 2018

Spring 2018

Winter 2018

Fall 2017

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

Services

Differentiators

Materials

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

Form CRS & Disclosures

(802) 503-8280 | welcome@onedayinjuly.com

Why The Name?