(802) 556-3850 • adam.roof@onedayinjuly.com
The financial industry too often prioritizes their profits over your goals. As a fiduciary financial advisor my obligation is to put your best interest first. I am passionate about understanding and reaching the financial goals of individuals, families, and organizations.
The High Cost of Actively Managed Funds
By Financial Advisor Adam Roof | January 10, 2023
Actively managed investment products often come with higher fees and expenses compared to passively managed investment funds, such as index funds, which aim to track the performance of a particular benchmark or index.
Determining Your Risk Tolerance as an Investor
By Financial Advisor Adam Roof | January 10, 2023
Defining your personal risk tolerance is an important step in the process of investing. It helps you determine the types of investments that are most suitable for you throughout your investment lifetime.
The Differences Between Traditional IRAs and Roth IRAs
By Financial Advisor Adam Roof | January 10, 2023
There are two main types of IRAs: Traditional IRAs and Roth IRAs. Both types of IRAs have contribution limits, but they differ in terms of how they are taxed.
By Financial Advisor Adam Roof | January 10, 2023
Dollar cost averaging is an investment strategy that divides up an amount to be invested across periodic purchases.
Overcoming Psychological Pitfalls
By Financial Advisor Adam Roof | February 10, 2023
Investing in financial markets can be a complex and challenging task. That’s why it’s important to overcome the psychological behaviors that can erode investment returns.
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