Washington Business Journal – Corporate Philanthropy Award

Cassaday & Company, Inc., is humbled to be recognized on the Washington Business Journal’s 2024 Corporate Philanthropy list. This list was created to honor the region’s most active and inspirational companies and nonprofits who have made a difference in their communities through philanthropic work. This is the 6th year Cassaday & Co. has been recognized. …

Read More

Boo at the Zoo 2023

On Saturday, October 14, 2023, Cassaday & Company, Inc., hosted our 8th annual Boo at the Zoo event in celebration of Halloween. Held at NOVA Wild (formerly Roer’s Zoofari) in Vienna, VA, it was a day of fun for the whole family with a guided safari experience, a petting zoo, and up-close animal encounters. Clients, friends,…

Read More

Forbes – Best-In-State Next-Generation Wealth Advisors

Cassaday & Company, Inc., is honored to announce that Partners Sean Gallahan, CFP®, CMFC®, Alex Karkeek, CFP®, CMFC®, and Andrew Malay, CFP®, CMFC®, have been recognized by Forbes as 2023 Best-In-State Next-Gen Advisors.  According to Forbes, this list “spotlights the next generation of American financial advisors who are poised to make waves in the industry” and “showcases the future of…

Read More

Does an Annuity Make Sense for Me?

A Q&A To Help You Understand How Annuities Could Play A Role in Your Financial Plan   By Ashli Suprise, Certified Annuity Specialist® (CAS®)    Annuities have been in existence for centuries, but in recent times often receive a bad reputation, primarily due to their complexity. However, they are a useful tool when used properly…

Read More

Virginia Business – Flex Time

According to Virginia Business magazine, “The traditional 9-to-5 workday at the office is a thing of the past at forward-thinking companies looking to recruit and retain top talent.” Reporter Maria Howard interviewed several CEOs of companies that made the magazine’s recent 2022 “Best Places to Work” list to see how they’ve modified their employee benefit…

Read More

$200,000 Charitable Giving Match during COVID-19

Updated 4/22/2020, 2:30pm EST We hope you all are doing well during these very uncertain and trying times. The COVID-19 pandemic has hurt our country in so many ways that it is difficult to even contemplate the totality of its impact. Every aspect of our economic framework is being affected to a degree that most of…

Read More

Supporting Central Union Mission

Cassaday and Company, Inc. is honored to announce that it will be supporting Central Union Mission in 2020. For those unfamiliar with Central Union Mission, it is a nonprofit faith-based organization and the oldest private social service agency in D.C. The institution not only serves as a shelter to the homeless, but it offers a…

Read More

How Does the SECURE Act Impact Me? Key Provisions Explained

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act may have the largest impact on retirement planning since the Pension…

Read More

Holiday Cocktail Party 2019

On December 5th, Cassaday & Company, Inc. celebrated the holidays at the National Cathedral in Washington, D.C. The Cassaday team was lucky enough to get experience the Cathedral’s beauty and grace once more this year, as this was our second time hosting our annual holiday party at this stunning venue. With nearly 1,000 guests, community…

Read More

Boo at the Zoo 2019

On Saturday, November 2nd, Cassaday & Company, Inc. welcomed clients, staff, and their families to a day at a local petting zoo, Roer’s Zoofari. Being so close to Halloween, guests were encouraged to wear costumes as they enjoyed a day of feeding animals, wagon rides, a balloon maker, face painting, and more. The Cassaday team…

Read More

2019 Wealth Management Symposium

Every year, Cassaday & Company, Inc. hosts their annual Wealth Management Symposium – an all-day event that aims to educate and inform clients and their loved ones on a variety of topics that are directly and indirectly related to financial issues. On Saturday, October 12th, Cassaday & Company, Inc. hosted its 7th annual Symposium at…

Read More