One Day In July | Financial Advisors

This fall, One Day In July surpassed $1 Billion in assets under management (AUM), marking a major milestone for the firm.   Founded in Burlington, VT in 2016, One Day In July now has six East Coast offices and serves clients in 32 states. The firm’s approach is focused on long term, index fund investments.   “We are incredibly proud to reach this milestone, especially as an independent, Vermont-based firm,” said Dan Cunningham, CEO/Founder of One Day In July. “We believe it is a testament to the trust our clients place in us and the dedication of our team, day in and day out. Reaching $1 Billion in AUM speaks to our ability to build lasting relationships and create financial portfolios that align with our clients’ long-term goals.”   One Day In July currently has offices in Burlington, Middlebury, Vergennes, and Rutland, Vermont, Hanover, New Hampshire, and Wayne, Pennsylvania.   Visit www.onedayinjuly.com to learn more.   AUM as of 09.30.2024

As a rapidly growing investment firm headquartered in Burlington, Vermont, we are looking to expand our team by hiring an Accounting Associate in our Burlington office.

One Day In July named to 2024 “50 Growers Across America” list by CityWire RIA. Each year, CityWire names the top 50 RIA (Registered Investment Advisor) growers in the U.S., state by state. One Day In July was named the top grower for Vermont in 2024. In creating the award list, CityWire considers historical Form ADV data provided by Discovery Data and uses a series of filters and screens to a) remove firms that don’t do financial planning and/or are controlled by banks or broker-dealers and b) zero in on firms that are growing in terms of both assets and employees. CityWire published the list on 08.19.24. One Day In July pays a fee to use the CityWire logo in promotional materials.   One Day In July LLC is an SEC-registered Investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice. Individual circumstances may vary. View One Day In July Awards: https://lnkd.in/eq8GTvC3

One Day In July named to 2024 “50 Growers Across America” list by CityWire RIA. Each year, CityWire names the top 50 RIA (Registered Investment Advisor) growers in the U.S., state by state. One Day In July was named the top grower for Vermont in 2024. In creating the award list, CityWire considers historical Form ADV data provided by Discovery Data and uses a series of filters and screens to a) remove firms that don’t do financial planning and/or are controlled by banks or broker-dealers and b) zero in on firms that are growing in terms of both assets and employees. CityWire published the list on 08.19.24. One Day In July pays a fee to use the CityWire logo in promotional materials.   One Day In July LLC is an SEC-registered Investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice. Individual circumstances may vary. View One Day In July awards: www.onedayinjuly.com

2024 Seven Daysies Award | Best Financial Adviser We are thrilled to announce the One Day In July has won the 2024 Seven Daysies Award for Best Financial Adviser! Each year, Seven Days asks readers to nominate and then vote for their favorite Vermont businesses in the Seven Daysies Awards. The award winners were announced July 31, 2024. One Day In July is headquartered in Burlington, Vermont. We provide investment management services for individuals, families, and institutions in Vermont and across the country. In addition to our Burlington location, we have offices in Vergennes, Middlebury, and Rutland, Vermont. We also have locations in Hanover, New Hampshire and Wayne, Pennsylvania. From the start, the mission of One Day In July has been to provide quality fiduciary financial advice at a low cost. As your financial adviser, one of our primary goals is to drive down the fund expenses and other financial fees you pay.  We believe that being a local business has big advantages. We value being able to provide our clients and prospective clients with the opportunity to meet with their financial adviser in person. Clients have their adviser’s cell phone number and are encouraged to reach out whenever a need arises. There can be great value in building a strong adviser-client relationship. In times of market euphoria and in times of panic, clients know they can reach their One Day In July adviser. Visit www.onedayinjuly.com to learn more and to set up a free consultation today. Winners of the Seven Daysies Award were determined by nominations collected from April 15-28, 2024, and then voting from May 2 – June 9, 2024. ODIJ did not pay an application fee to be considered for inclusion in the nominations. While ODIJ consistently advertises with Seven Days, including during the Daysies Award nomination period, ODIJ is not affiliated with Seven Days Media. One Day In July LLC is an SEC-registered Investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses.

It's a data-driven world, we just live in it. Before you retire to your August vacations, time to look at some charts. Markets spent the first half of 2024 riding a wave of optimism. But peeling back the onion reveals an interesting trend. Per-share earnings of the S&P 500 are lower today than they were in the fourth quarter of 2021, almost two and a half years ago. And that *does not* include inflation, which was roughly 20% over that time period, meaning that real earnings are down more than 20%. (Remember that inflation tends to give corporate earnings a tailwind.) If you look at earnings estimates for the S&P 500 though, analysts are optimistic that a steady increase is coming. Markets base their current prices on future results. Continue reading here: https://lnkd.in/ep77YZx7

We are excited to be expanding our headquarters in Burlington, Vermont, and are looking for talented individuals to join our team.   One Day In July provides personalized investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States.   Visit https://lnkd.in/enx_WgBU to view our current openings. 

USA Today partnered with market research firm Statista Inc. to rank the top 500 Registered Investment Advisory Firms (RIAs) in the country. Statista Inc. evaluated thousands of financial advisory firms across the country, narrowing the list to the top 500 which were then ranked. One Day In July was one of just two New England-based firms ranked in the top 30, and was the only Vermont-based firm included in the 500 firms that were ranked. Statista Inc. said, "The ranking is built on a robust evaluation framework centered around two key dimensions: recommendations by financial advisors, clients, and industry experts and a firm’s development of assets under management (AUM).” Both short-term (1-year) and long-term (5-year) AUM development were analyzed. Headquartered in Burlington, Vermont, One Day In July also has offices in New Hampshire and Pennsylvania, and the firm services clients located throughout the United States. As Registered Investment Advisor Representatives, One Day In July financial advisors are fiduciaries on all accounts, for all clients. Learn more: https://lnkd.in/eq8GTvC3

One Day In July is proud to be named Vermont's Best Financial Planning / Investment Firm for 2024 by Vermont Business Magazine. Receiving this award for two consecutive years underscores the ongoing dedication of One Day In July Financial Advisors and staff. www.onedayinjuly.com This award is being published in the May 2024 issue of Vermont Business Magazine. One Day In July was notified of its status as winner of the Best Financial Planning / Investment Firm in Vermont award on April 11, 2024. Winners of VermontBiz's 2024 BOB Awards were determined by a survey of Vermont Business Magazine readers conducted from January 1 – March 1, 2024. ODIJ did not pay an application fee to be considered for inclusion in this list. ODIJ is not affiliated with VermontBiz or Vermont Business Magazine.

Each year S&P Dow Jones Indices measures the performance of actively managed mutual funds against their index benchmarks.The "U.S. Equity" table in the report shows the percentage of actively managed mutual funds that underperformed their index benchmarks. Notice that most of the numbers are well over 50%, especially as you look over longer periods of time. Many financial firms market actively managed mutual funds as a way for investors to potentially beat the market. This possibility often comes with higher fees, and as you can see in the data, poorer performance than the underlying index. Before you jump into an actively managed fund, take a look at the data in the report attached. At One Day In July we diversify portfolios into low cost index funds, and firmly believe that this is the most optimal way to grow wealth over time. https://lnkd.in/eAASxv22 www.onedayinjuly.com