Posts by Alex Krial
Boo at the Zoo 2018
Cassaday & Company, Inc. clients, staff, and their families enjoy a day at the zoo that included feeding animals, wagon rides, a balloon maker, and more! A huge thank you to the staff at Roer’s and all of the Cassaday & Company employees that helped to make this year’s event a success! To learn more…
Read More2018 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 13th, Cassaday & Company, Inc. hosted its 6th annual Symposium at…
Read More4 Important Financial Planning Considerations If You Have A Child With Special Needs
By Chris Young, CFP®, CPWA®, CMFC® These days the good news is that we’re all living longer; the bad news is that we’re all living longer. An increased life expectancy makes financial and retirement planning more challenging for everyone; no one more so than parents of a special-needs child, as a longer lifespan means increasing costs…
Read More2018 Shred Event
On May 4th, Cassaday & Company, Inc. hosted its 5th annual Shred Event, where clients can come securely dispose of their documents and enjoy refreshments with staff. A huge thank you to all of the Cassaday & Company staff that volunteered this year! Check out our Facebook page to view the event album, and to…
Read MoreHoliday Cocktail Party 2017
On December 6th, Cassaday & Company, Inc. held its annual Holiday Cocktail Party at the Washington National Cathedral. With nearly 900 guests, community partners, and staff in attendance, it was the firm’s largest holiday party to date! Pictures courtesy of Nick Klein photography. Thank you to our partners and everyone who helped make this night…
Read MoreBoo at the Zoo 2017
Cassaday & Company, Inc. clients, staff, and their families enjoy a day at Roer’s Zoofari in Reston, VA that included feeding animals, wagon rides, a balloon maker, and more! A huge thank you to the staff at Roer’s and all of the Cassaday & Company employees that helped to make this year’s event a success!…
Read More2017 Wealth Management Symposium
On October 14, 2017, Cassaday & Company, Inc. hosted its 5th Annual Wealth Management Symposium: Building Your Financial Future, Together, around the corner from our offices in McLean, Virginia. More than 300 clients and guests attend this complimentary educational event that included presentations on everything from financial planning and retirement to health and wellness. Check…
Read MoreWhen Does Playing It Safe Become The Risk In Retirement?
by Christopher Young, CFP®, CPWA®, CMFC® Let’s face it, investing is difficult and the influence of human emotion on investing decisions makes it even more so. Even the shrewdest of investors can derail smart decisions by acting upon emotion. By nature, human psychology works against investing principles, as investors tend to overestimate the magnitude of…
Read More