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 MoreForbes – Best-In-State Wealth Advisors 2024
Cassaday & Company, Inc., is honored to announce that five of our financial advisors have been named Forbes Best-In-State Wealth Advisors for 2024. Among those recognized are Chairman & CEO Steve Cassaday, Senior Partner Justin Harris, Senior Partner Chris Krell, Senior Partner Christopher Young, and Partner Nicholas Harris. With over 44,900 nominations received, the Forbes Best-In-State Wealth…
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 MorePreparing for Financial Fallout During Elections
Elections can be an emotional time, and the 2024 U.S. presidential election promises to be no different. Politics can bring out strong emotions and biases, and investors want to know what can be done to prepare for financial fallout during this time. Since it is unknowable who will win in November and polls have proven…
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 MoreWEBINAR: SECURE Act 2.0 Changes to Be Aware of in 2024
SECURE Act 2.0 was signed into law in December 2022, bringing notable changes to qualified retirement plans. This Act included over 90 provisions to be rolled out in stages, several of which took effect at the beginning of 2024. Join Cassaday & Co.’s Tax Planning Specialist Karolyn Banks, CPA/PFS, MST, as she highlights some key…
Read MoreInvestment News – Best Places to Work
Cassaday & Company, Inc., has been named a Best Place to Work for Financial Advisors for 2024. This is the 7th year the firm has been recognized for this award. This year, Cassaday & Co. ranked #6 in in the large company category. About the Award Investment News established the ‘Best Places to Work…
Read MoreInvestment News – Top Advisors in the US
Cassaday & Company, Inc., is honored to announce that four of our financial advisors have been ranked on Investment News’ Top Advisor list for 2024. Among those recognized are Chairman & CEO Steve Cassaday, Senior Partner Justin Harris, Partner Nicholas Harris, and Partner Alex Karkeek. The Investment News 2024 Top Advisor list marks the inaugural year…
Read MoreHoliday Cocktail Party 2023
On December 6th, Cassaday & Company, Inc., celebrated the holiday season at the National Cathedral in Washington, DC. with almost 1,000 clients, community partners, and friends in attendance. It was a wonderful evening filled with laughter, heartwarming conversations, and holiday cheer. Thank you to our clients who make these events truly unforgettable. Our team feels…
Read MoreForbes – America’s Top RIA Firms
Cassaday & Company, Inc., has been ranked #34 on the Forbes ranking of America’s Top Registered Investment Advisory (RIA) Firms for 2023. Our team is honored to receive this recognition from Forbes for the second year in a row. Compiled by SHOOK Research, Forbes’ Top RIA ranking highlights 250 advisory firms nationwide with cumulative assets…
Read MoreVirginia Business – 500 Power List
Cassaday & Company, Inc., Founder, Chairman & CEO Steve Cassaday has been named to Virginia’s 500 Power List for 2023. Now in its fourth 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 45 individuals listed in the Finance…
Read More6 Things You May Not Know About 529 Plans
By Ryan Muscatella, CFP® 529 plans are one of the most popular ways to save for college expenses. A 529 plan is a state-sponsored, tax-advantaged savings plan that is used to pay for qualified education expenses such as tuition, books, and other costs required for a student to enroll. Contributions into a 529 plan are able to grow tax-deferred, and any…
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