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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Term insurance is the simplest form of life insurance. Here's how it works.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
A change in your mindset during retirement may drive changes to your portfolio.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
You’ve made investments your whole life. Work with us to help make the most of them.
When do you need a will? The answer is easy: Right Now.
When markets shift, experienced investors stick to their strategy.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.