One Day In July vs Fisher Investments

	One Day In July	Fisher Investments
Low advisory fees (see pages 5 and 6 here on Fisher's securities disclosure)	✓ See our fees here	x
Advisory fees are clearly posted on the firm’s website	✓	x
Primarily recommends low-cost index funds	✓	x
All clients have the option to meet with their Advisor in person	✓	x
Firm generally does not recommend individual stocks	✓	x
Firm acts as a fiduciary to clients	✓	✓
Firm does not sell annuities	✓	✓

"Fisher Investments" is a registered trademark of Fisher Asset Management LLC. This table is intended to compare firm attributes as they relate to retail clients.

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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.

Investor Resources

Helpful tools to get you started.

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.

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.

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.

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

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

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Burlington, VT Financial Advisor

Hans Smith | Katie Bensel

Nancy Westbrook | Peter Egolf

77 College Street #3A

Burlington, VT 05401

Essex, CT Financial Advisor

5 Essex Square, Suite 3A

Essex, CT 06426

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding area.

Carrie McDonnell

Form CRS & Disclosures

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

Why The Name?

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