73 Henry Street | Saratoga Springs, NY 12866
As fiduciary financial advisors we invest using low cost, tax efficient index fund investments. We are fiduciaries on all accounts, for all clients, all the time.
A sound investment strategy meets your objectives and adapts as your life changes. With a consistent strategy and proper oversight, investing in your future will create a sense of comfort while growing wealth.
One Day In July serves a wide variety of clients in New York, and across the United States. Our clients range from high net worth individuals to middle-income families, from foundations, non-profits, and small and large business owners to young investors, retiring investors, 529 Plan savers, and 401k or 403b retirement plan seekers.
Firms being awarded with placement on the USA Today list (published 4/26/23) are determined by recommendations from clients and peers and a firm's growth of Assets under Management (AUM).ODIJ licensed the use of the USA Today logo through a payment to Statista Inc.
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Financial Advisor, Saratoga Springs NY
73 Henry Street
Saratoga Springs, NY 12866
Low Fees Matter
It is almost impossible to overstate the importance of low fees in investing. A difference of 1% in fees over an investment lifetime can add several years of work to retirement.
How Fiduciary Financial Advisors Help in Uncertain Markets
A fiduciary financial advisor is obligated to always work in the client’s best interest and builds an investment approach designed to work over your particular time horizon.
Saving for Retirement in Saratoga Springs, NY
Many of us have heard that an "early and often" approach works best when planning for the long-term growth of investments. The earlier you can prepare and contribute to retirement, the better.
Index Fund Investing in Saratoga Springs, NY
An index is a group of companies that make up a specific market sector or asset class. One of the most well known indexes is the S&P 500. The S&P 500 is an index of the 500 largest public companies in the U.S.
With the exception of 529s and certain workplace retirement plan accounts, investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over into your Schwab account in kind.