Washington Business Journal Corporate Philanthropy Award

Cassaday & Company, Inc., is humbled to be recognized by the Washington Business Journal as the 5th largest benefactor on the “Corporate Philanthropy: Small Companies by Giving in Greater D.C.” list. This publication recognizes organizations in the DMV area dedicated to making a difference to those in need. Cassaday & Co. donated over $120,600 to…

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Forbes – 2022 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 on the 2022 Best-In-State Next-Gen Advisor list by Forbes. Sean was previously recognized on the list in both 2019 and 2020. Alex and Drew were honored in 2019, as…

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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…

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$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…

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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…

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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…

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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…

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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…

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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…

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Credit Card Debt & Finding Your Way to Financial Freedom

by Riley Saunders, CFP® Credit cards are great for establishing your credit, getting cash back, and offering more protection than your standard debit card. However, credit card debt is a situation that captivates hundreds of thousands of Americans every year. According to Experian, overall U.S. credit card debt has eclipsed $800 billion (as of Q1…

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Silver Anniversary Holiday Party

On December 6th, Cassaday & Company, Inc. celebrated the holidays and the firm’s 25th anniversary at the Stephan F. Udvar-Hazy Center in Chantilly, Virginia. With nearly 1,000 guests, community partners, and staff in attendance, it was the firm’s largest event to date! In honor of the firm’s 25th anniversary, Chairman & CEO Steve Cassaday and…

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