A Word About Our Most Coveted Award

At Cassaday & Company, Inc., we take great pride in the recognition we receive from our peers, leading industry publications, and the local community. Being recognized for our industry expertise is noteworthy, but we’re especially proud to consistently be ranked as a Best Place to Work. Although a common slogan, at our firm we really…

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Webinar: The Role of Psychology within Financial Planning

There’s a growing emphasis on psychology in financial planning, with advisors merging traditional advice with elements of behavioral finance as a means to better understand client needs and strengthen relationships. An understanding of the collective psychology between a client and an advisor can facilitate better communication and enable financial planners to ideate more solutions in line…

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Forbes – America’s Top RIA Firms

Forbes – America’s Top RIA Firms Cassaday & Company, Inc., has been ranked #12 on the Forbes ranking of America’s Top Registered Investment Advisory (RIA) Firms for 2022. Compiled by SHOOK Research, Forbes’ Top RIA ranking highlights 100 advisory firms nationwide with cumulative assets of $730 billion. According to SHOOK, this list is meant to…

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WEBINAR: College Funding: ​What to Know and How to Plan

Navigating the many facets of paying for college can be challenging. Whether you are just starting to save for future expenses or have a student approaching college age, there are certain steps you can take to make sure you are saving properly and getting the best deal on their education. Join Cassaday & Co. Director of…

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Virginia Business 500 Power List

Cassaday & Company, Inc., Founder, Chairman & CEO Steve Cassaday has been named to Virginia’s 500 Power List for 2022. Now in its third year, the Virginia 500 is an annual directory of the commonwealth’s most powerful and influential leaders according to Virginia Business. Cassaday is one of only 47 individuals listed in the Finance…

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Donations for United Help Ukraine

Since February 2022, war has ravaged the peaceful nation of Ukraine. Thousands have been killed, hundreds of thousands kidnapped and taken deep into Russia, and millions displaced. This tragic situation has hit close to home as Cassaday & Company, Inc., has two employees who are Ukrainian by birth and are very close to the horrible…

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Barron’s – Top 100 Private Wealth Management Teams

Barron’s has ranked Cassaday & Company, Inc. one of the Top 100 Private Wealth Management Teams for 2022. Formerly acknowledging only 50 teams, the list was expanded in 2021 to include a total of 100 teams. This list is Barron’s ranking of wealth advisory teams that specialize in serving individuals and families and is the…

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WEBINAR: Life Insurance: Do You Need It?

Determining whether you need life insurance can be complex. Join Director of Advanced Strategies Carmen Bississo, CIMA®, AIF®, CLTC, CAS®, CFS®, as she provides an overview of life insurance products aimed at giving you an understanding of how these contracts work and how they can be used as part of one’s financial plan. The presentation…

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Investment News – Best Places to Work

Cassaday & Company, Inc. has been ranked as the 2022 #9 Best Place to Work for Financial Advisors in the nation by InvestmentNews. In previous years, the firm has been recognized as #2 in 2021, #1 overall from 2019-2020, and #3 in 2018. Our firm is honored to be recognized by InvestmentNews as a Best…

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Volunteering in Retirement

by Jennifer Landis-Santos, Career & Life Transition Coach Transitioning from full-time work to retirement can be challenging for many reasons. Most of us are impacted by one or more of the following hurdles: Some people put it off because it is scary to leave a stable income behind. Others procrastinate on taking the leap because…

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Student Loans and the CAREs Act – What You Need to Know

The Federal Student Loan forbearance period that was implemented on March 27, 2020, as part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act is set to cease on January 31st, 2021. This forbearance period allowed federal student loan borrowers to suspend loan payments and set interest rates to zero percent (Student Aid). This means that minimum…

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