Posts by Alex Krial
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 MoreForbes – 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 MoreDoes 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 MoreWashington Business Journal – Corporate Philanthropy Award
Cassaday & Company, Inc., is humbled to be recognized on the Washington Business Journal’s 2023 Corporate Philanthropy list. This is the 5th year Cassaday & Co. has been recognized on this list, which was created to honor the region’s most active and inspirational companies and nonprofits who have made a difference in their communities through…
Read MoreStephan Cassaday Receives Invest in Others Award Honorable Mention
We are excited to share that our Founder, Chairman & CEO Stephan Cassaday has earned an Honorable Mention for the Community Service Award in the 2022 Invest in Others Awards for his work with PRS, Inc. His leadership contributions, distinctive service to the nonprofit, and impact on the community speak to the heart of the…
Read MoreVirginia 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 MoreSupporting 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 MoreHow 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 MoreHoliday 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 MoreBoo 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 More2019 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…
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