VERGENNES, VT Feb. 9, 2024 – One Day In July is a fiduciary financial advisory firm offering investment solutions for individuals, families, and institutions. One Day In July is on a mission to lower investment fees, while improving portfolio performance.
One Day In July invests using low-cost, tax-efficient index fund investments. Frank Koster, the financial advisor leading the new One Day In July office in Vergennes, said “Our philosophy begins with understanding that every client is unique, and as fiduciaries, the needs of our clients come first.”
Frank works with individuals, families, and institutional clients on everything from IRAs and brokerage accounts to pensions, inheritances, and endowments. Frank’s experience in the financial industry spans decades. He has held positions as an analyst, trader, portfolio manager, and Chief Investment Officer throughout his career.
Most recently, Frank operated the One Day In July office in Shelburne, VT. Frank relocated the office to Vergennes in order to serve people within the community in which he lives. Of relocating, Frank said “I worked for several well-known financial institutions alongside some of the best and brightest the industry has known, learning, and hopefully teaching a bit as we went along. I am so excited to be able to bring those years of experience, as well as my four years of experience with One Day In July, to the community in Vergennes and throughout Addison County.”
You can set up a free consultation with Frank to see if working with One Day In July could help improve and simplify your financial future by calling (802) 777-9768 or emailing frank@onedayinjuly.com.
The new Vergennes One Day In July office is located at 206 Main Street, Suite 20, Vergennes, VT 05491.
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Categories: Press Release
One of the best financial advice any firm counseling middle-income Vermonters at this point would be to probably get serious about divesting from all or most of their investment(s) in this state. Very sad but very honest.
I agree. Vermont is ranked #50 by the Sound Money Defense League. Founded in 2014, the SMDL works to restore gold and silver as legal tender, and “expose the global money managers running the Federal Reserve and the tax-and-spend politicians who undermine the U.S. economy by supporting crushing debt, crony bailouts, and reckless money printing.” They rate states’ fiduciary responsibility using a number of criteria like sales tax, tax on precious metals, pension and reserve funds.
Tax and spend beyond our means seems to be the name of the game in Vermont, with the state blindly willing to tax it’s tax base out of existence. Anyone on fixed incomes or in the middle income bracket who thinks their home, often their biggest investment, is safe because their mortgage is paid, should think twice because the rising property tax can easily put ownership at risk. And as Janet Yellen admitted recently, prices on goods aren’t going down.
i will keep my investments in land in this state/// will just keep paying the property taxes/// i transfer federal funds to the state every year///