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SHELBURNE
FIDUCIARY PARTNERS

Shelburne Fiduciary Partners, an affiliate of One Day In July, utilizes a team-based approach to provide advisory services to its individual and institutional clients.

Shelburne Fiduciary Partners Financial Advisors are registered as Investment Advisor Representatives with One Day In July LLC, an SEC-Registered Investment Advisory Firm headquartered in Burlington, Vermont.

Shelburne, Vermont

(802) 777-9768

145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482

Essex, Connecticut

(860) 581-7011

5 Essex Square, Suite 3A
Essex, CT 06426


2022 Year In Review

Shelburne Fiduciary Partners | January 5, 2023

2022 Quarter 3 Update

Shelburne Fiduciary Partners| October 4, 2022

Although the third quarter got off to a good start from a return perspective, the stock and bond market rallies that persisted for much of the summer proved unsustainable, and we closed the third quarter at new lows for the year.

2022 Quarter 2 Update

Shelburne Fiduciary Partners | July 11, 2022

The second quarter of 2022 saw the acceleration of many of the economic and market trends that had already been in place. Inflation in the U.S. continued to run at levels not seen since the early 1980s.

2022 Quarter 1 Update

Shelburne Fiduciary | November 9, 2022

The volatility and uncertainty that began to infiltrate markets in the second half of 2021 accelerated materially in the first quarter of 2022, driven by the dual impacts of Russia's invasion of Ukraine and a much more hawkish Federal Reserve.


DIFFERENTIATORS
GETTING STARTED
MATERIALS
How We Are Different
Understanding Your Financial Statement
Investing with Low Cost Index Funds
Pay Yourself First
Articles by Dan Cunningham
Vermont Financial Planning
Investor Resources
Quarterly Booklets
Why Use a Fiduciary Financial Advisor?
Financial Planning
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Fee Calculator
Frequently Asked Questions
Types of Investors
Book Recommendations
Square Mailers
SERVICES
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Investing in Bennington, VT
Vermont Financial Advisors
Investing in Albany, NY
Investing in Saratoga Springs, NY
New Hampshire Financial Advisors
INVESTING THOUGHTS
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
Inflation
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Taxes on Investments
How Financial Firms Bill
Low Investment Fees
Retirement Financial Planning
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Investing Concepts
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio
Donor-Advised Fund vs. Private Foundation

Vergennes, VT Financial Advisors

206 Main Street, Suite 20

Vergennes, VT 05491

(802) 777-9768

Wayne, PA Financial Advisors

851 Duportail Rd, 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

Burlington, VT Financial Advisors

77 College Street, Suite 3A

Burlington, VT 05401

(802) 503-8280

Hanover, NH Financial Advisors

26 South Main Street, Suite 4

Hanover, NH 03755

(802) 341-0188

Rutland, VT Financial Advisors

734 E US Route 4, Suite 7

Rutland, VT 05701

(802) 829-6954


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