Schwab Financial Statement

Financial statements can be confusing. Use our Schwab Financial Statement guide to help you understand what is happening with your money each statement period.

Schwab Financial Statement Explained

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.

Our Growth

Founded on a simple idea, growing fast.

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

Who We Serve

We work with clients nationwide from all financial backgrounds.

When Should I Invest?

Life transistions = 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.

Index Funds

Broad market exposure, low expense.

Behavioral Finance

Nudge vs. Sludge.

Advanced Investing

Let's geek out on stats and figures.

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 resaerch 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.

Retired Investing

Retiring? Let us help.

Young Investors

Plant a seed, watch it grow.

High Net Worth Investors

Preserve and grow your wealth.

Investing an Inheritance

Prioritizing and planning for the future.

Widowed Investors

Managing money after a loss.

Female Investors

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

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Steve Schleupner

(301) 514-4499

Burlington, VT Financial Advisor

Hans Smith | Katie Muttitt

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Portsmouth, NH Financial Advisor

Paul Barry

4 Market Street, 2nd Floor

Portsmouth, NH 03801

(603) 531-3773

Frederick, MD Financial Advisor

Available for meetings in Frederick.

Steve Schleupner

(301) 514-4499

Disclosures

Why The Name?

katie@onedayinjuly.com • (802) 503-8280