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.

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.

Investor Resources

Helpful tools to get you started.

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.

Should I use a Donor-Advised Fund or a Private Foundation?

Compare the two across a variety of factors.

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.

Investing in Gold

Is gold a good investment?

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.

Types of Investors

Investing for nurses, teachers, business owners and more.

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

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

Essex, CT Financial Advisor

Keith McCarthy

5 Essex Square, Suite 3A

Essex, CT 06426

(860) 581-7011

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding area.

Carrie McDonnell

(802) 767-7665

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.

Form CRS & Disclosures

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

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