Posts by Brooke Orlando
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…
Read MoreBarron’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 MoreProtected: Checking & Debit Cash Management Tools for Cassaday Clients
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Read MoreFAQs on Cassaday & Co.’s Webinars
We’ve compiled a list of the most common questions our audience members ask. If you can’t find the information you seek or need further assistance, please email events@cassaday.com. Can I share these presentations with family and friends? Yes! We encourage you to share registration links with anyone you believe might be interested in or benefit from…
Read MoreAvoiding Medicare Mistakes in Retirement
Empty heading Avoiding Medicare Mistakes in Retirement Click here to view this webinar About this Webinar At Cassaday & Company, we’re committed to helping our clients navigate every aspect of retirement planning. As you approach Medicare eligibility, understanding your options and key enrollment decisions is an important part of that process. To provide additional…
Read MoreAdvisor Hub – Advisors to Watch
Cassaday & Company, Inc., is proud to share that Chairman and CEO Stephan Cassaday, Senior Partner Justin Harris, and Partner Andrew Malay have been recognized as Advisor Hub Advisors to Watch for 2026. About The Award To assemble these rankings, Advisor Hub evaluates advisors across three major categories: Scale of the business, including assets under management, profitability, average account size, and the ratio…
Read MoreInc. – Best Workplaces
Cassaday & Company, Inc. has been named to Inc. magazine’s Best Workplaces list for 2026. This award holds a special place among the accolades our firm receives. While industry rankings recognize expertise, this one recognizes our people. To learn more about why Best Place to Work recognition means so much to our team, click here.…
Read MoreWebinar: Annuities — Friend or Foe?
Annuities: Friend or Foe?Empty heading Click Here to View This Webinar About This Webinar Few financial topics generate as much confusion as annuities. Much of the skepticism surrounding this complex category of products stems from misunderstanding. Knowing how annuities work is crucial to determining whether they belong in your financial plan. Join Cassaday & Co.…
Read MoreWebinar: You Have Enough to Retire — Now What?
You Have Enough to Retire — Now What? Wednesday, May 13th at 12:00 PM ET Click Here to View this On-Demand Webinar Research shows that 54% of retirees wish they had planned better for the non-financial aspects of retirement, including the identity shifts, relationship changes, and search for structure and purpose that…
Read MoreInvestment News – Best Places to Work
Investment News – Best Places to Work Cassaday & Company, Inc., has been named a Best Place to Work for Financial Advisors for 2026. This is the 9th year the firm has been recognized for this award. About the Award Investment News established the ‘Best Places to Work for Financial Advisors’ award program to…
Read MoreForbes – Best-In-State Wealth Advisors
Cassaday & Company, Inc., is honored to announce that nine of our financial advisors have been named Forbes Best-In-State Wealth Advisors for 2026. With over 52,043 nominations received, the Forbes Best-In-State Wealth Advisors list places a spotlight on the top advisors in each state and region throughout the nation. These rankings are determined by a proprietary algorithm of qualitative and quantitative data developed…
Read MoreWebinar: Your 2026 Tax Playbook: Key Changes and What to Consider Now
Your 2026 Tax Playbook: Key Changes and What to Consider Now Click Here to View This On-Demand Webinar About This Webinar With tax season top of mind, it’s a natural time to start thinking ahead, especially since the most effective tax planning happens proactively, not just at filing time. Join Cassaday & Co., Director of…
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