Posts by Brooke Orlando
Barron’s – Hall of Fame Advisor
Cassaday & Co. Chairman, Founder & CEO Stephan Cassaday has been inducted into Barron’s Hall of Fame. On receiving this recognition, Cassaday said, “It’s an incredible honor to earn this accolade from a premier publication. These accomplishments are possible in large part due to the firm’s outstanding professionals. Their commitment to all of our clients…
Read MoreA 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…
Read MoreInvestment News – Top Advisors in the US
Cassaday & Company, Inc., is honored to announce that six of our financial advisors have been named to Investment News’ Top Advisors list for 2025. Among those recognized are Chairman & CEO Steve Cassaday, Senior Partner Christopher Krell, Senior Partner Christopher Young, Senior Partner Justin Harris, Partner Nicholas Harris, and Partner Alex Karkeek. This recognition…
Read MoreFinancial Planning – Best Places to Work in Money Management
Cassaday & Company, Inc., has been named to Financial Planning’s “Best Places to Work in Money Management” list for 2024. Marketing Award Disclosure: The 2024 Best Places to Work in Money Management is awarded by Financial Planning. Cassaday did not compensate Financial Planning for this award. Marking its inaugural year, the 2024 Financial Planning “Best Places…
Read MoreWhat Does It Mean to Designate a Trusted Contact or a Client Advocate?
Have you been asked by a financial institution to provide the name and contact information for a ‘trusted contact’ but are left wondering why this is necessary? Organizations that exist to protect investors from fraud and abuse – such as the Financial Industry Regulatory Authority (FINRA), North American Securities Administrators Association (NASAA), and The U.S.…
Read MoreDebunking 4 Long-Term Care Insurance Myths
As we age, the need for long-term care becomes increasingly likely. In fact, it’s estimated that at least 70% of people who are 65 or older today will require some form of long-term care in their lifetime. Despite this striking statistic, misconceptions around long-term care and long-term care insurance often prevent people from obtaining proper…
Read MoreForbes – America’s Top RIA Firms
Cassaday & Company, Inc., has been ranked #28 on the Forbes America’s Top Registered Investment Advisory (RIA) Firms list for 2024. Our team is honored to receive this recognition from Forbes for the third year in a row. SEC Marketing Disclosure: The 2024 America’s Top Registered Investment Advisory Firms is awarded by Forbes. Cassaday did…
Read MoreVirginia Tax Credits – Opportunities to Save While Supporting America’s Students
By Sarah Mouser, CFP®, CTS™, CES™ Many of our clients who are philanthropically inclined ask us how they can positively impact the lives of young Virginians seeking access to quality private school education. The Education Improvement Scholarships Tax Credit (EISTC) program, signed into law in 2012, provides funding for underprivileged and working-class students through the…
Read MoreWhat To Do When A Loved One Dies
By Sarah Mouser, CFP®, CTS™, CES™ When a loved one dies, the many details that need to be taken care of can be emotionally overwhelming. This checklist is intended to be a resource of items that may need to be attended to, both immediately and in the near future. Immediately The first step is to…
Read MoreLong-Term Care Insurance Claim Q&A
Long-Term Care Insurance Claim Q&A Navigating long-term care (LTC) insurance claims can be a daunting and complex task. From understanding policy coverage to managing the claims process itself, the journey can be overwhelming. At Cassaday & Company, Inc., our Advanced Strategies Department is solely dedicated to assisting our clients with life, disability, income, and asset…
Read MoreIs a Qualified Charitable Distribution Right For You?
If you are over 70.5, taking Required Minimum Distributions (RMDs), and want to support charities, a Qualified Charitable Distribution (QCD) is almost always going to be your most tax-effective giving strategy. A QCD is a direct contribution from an IRA to a qualified charity. This not only benefits charitable causes but also reduces your Adjusted Gross Income…
Read MoreAdvisor Hub – Advisors to Watch
Advisor Hub – Advisors to Watch Cassaday & Co. is proud to share that Chairman and CEO Stephan Cassaday, Partner Nick Harris, Partner Sean Gallahan, and Partner Andrew Malay have been recognized as Advisor Hub Advisors to Watch for 2024. About The Award Regarding the creation of their ranking, Advisor Hub stated, “While the Advisors…
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