Understanding Today’s Financial Environment
With over 40 years of experience, we are trained to assist our clients with long-term and short term investment strategies to meet all of life's challenging circumstances. We employ a combination of innovative and traditional tools, to address the individual needs of each client.
OUR BUSINESS AFFILIATES
First Financial Equity Corporation (FFEC) is a member of FINRA/SIPC, and is a Registered Investment Advisor. Securities and/or Investment Advisory Services are offered through First Financial Equity Corporation. Dilday and Associates is not affiliated with First Financial Equity Corporation.
Hilltop Securities Inc. (formerly Southwest Securities) is the clearing and custodial institution for client accounts containing mutual funds, CDs or securities.
PGR Solutions (PGR) is the administrator of the investment model that Dilday and Associates offers to clients who are interested in the passive management of assets. As the servicing platform, PGR is just one part of a three-part management system, while Dilday and Associates is the investment advisor and TD Ameritrade (TDA) is the custodian for the PGR accounts.
TD Ameritrade, as stated above, is the custodian for funds invested through the PGR program. TDA uses funds developed and maintained by Dimensional Fund Advisors (DFA), also known for the science of investing.
Dilday and Associates recently welcomed Axos Bank (formerly Bank of the Internet) as a new on-line banking option for clients. Axos Bank's interest rates for their checking and money market accounts often out-compete other banks, providing clients with another tool for portfolio diversification and money management.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
These food myths will really put a drain on your wallet.
Here are some simple and inexpensive energy-saving tips that may help you save money.
For some, the social impact of investing is just as important as the return, perhaps more important.
For homeowners who think their property taxes are too high, there are ways to appeal.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know these three personal finance sayings?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know how to set up your financial goals for success? This knight does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.