Investing & Wealth Management

One Day In July's diversified index investment approach uses ETFs to keep fees low and mitigate taxes. As fiduciary financial advisors, One Day In July works with clients to understand their financial goals and build investment solutions.

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.




Investing & Wealth Management

One Day In July's diversified index investment approach uses ETFs to keep fees low and mitigate taxes. As fiduciary financial advisors, One Day In July works with clients to understand their financial goals and build investment solutions.

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 and 529 Plan savers.

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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Matthew McBride

Investment Desk Associate

welcome@onedayinjuly.com
(802) 503-8280

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.


Types of Accounts We Manage

One Day In July serves a wide variety of clients across the United States. Our clients range from high net worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors, retiring investors, and 529 Plan savers.

Investment Insights Newsletter

Meaningful musings from Dan Cunningham, One Day In July's founder. Delivered right to your inbox.


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.

DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
Why Use a Fiduciary Financial Advisor?
Financial Planning
Quarterly Booklets
Simple, Low Investment Fees
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Book Recommendations
Types of Investors
One Day In July Careers
Prospect Booklet
Square Mailers
Fee Calculator
SERVICES
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
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
Investing in Bennington, VT
Vermont Financial Advisors
Investing in Albany, NY
Investing in Saratoga Springs, NY
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

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206 Main Street Suite 20

Vergennes, VT 05491

(802) 777-9768

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851 Duportail Rd 2nd Floor

Chesterbrook, PA 19087

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Burlington, VT Financial Advisor

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Middlebury, VT Financial Advisor

79 Court Street, Suite 1,

Middlebury, VT 05753

(802) 829-6954

Hanover, NH Financial Advisor

26 South Main Street #4

Hanover, NH 03755

(802) 341-0188


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