Stowe VT Financial Planner | Stowe Vermont Financial Planner

Peter Egolf, Financial Advisor

(802) 999-2321 | peter@onedayinjuly.com | 77 College St. Burlington, VT 05401 | Stowe, VT

Fast Facts

Education

Queens University

University of Toronto

Hometown

Wayne, Pennsylvania

Where I Live Now

Burlington, Vermont

Efficiency. Simplicity. Transparency. My goal is to help you design a financial plan that leads you to maximize your financial goals without the complexity, jargon, and pressure customary in the financial industry.

Office

77 College Street #3A
Burlington, VT 05401
Available for meetings across Vermont.

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.

Broad market exposure, low expense.

Meaningful musings from our founder.

Your best interests are our priority.

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

We work with clients nationwide from all financial backgrounds.

When Should I Invest?

Life transitions = important financial decisions.

Retirement: 401k and More

Retiring? Plan the future you want.

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 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 Finance

Nudge vs. Sludge.

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.

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?

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.

Accounts We Manage

We manage a wide range of investment account types.

High Net Worth Investors

Preserve and grow your wealth.

Investing an Inheritance

Prioritizing and planning for the future.

Frequently Asked Questions

Good questions, real answers.

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

Dedicated Advisor

Materials

Advisors: Join Us

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 | Keith McCarthy

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Burlington, VT Financial Advisor

Hans Smith | Katie Muttitt

Nancy Westbrook | Peter Egolf

77 College Street #3A

Burlington, VT 05401

Darien, CT Financial Advisor

Available for meetings in Darien.

Form CRS & Disclosures

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

Why The Name?

v 1.7.35 | © One Day In July LLC. All Rights Reserved.