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 MoreInvestment News – Best Places to Work
Cassaday & Company, Inc., has been ranked as the #15 Best Place to Work for Financial Advisors in the Nation by InvestmentNews for 2023. This is the 6th consecutive year the firm has been recognized for this award. About the Award InvestmentNews established the ‘Best Places to Work for Financial Advisors’ award program to identify…
Read MoreWashingtonian – Top Wealth Adviser Hall of Fame
Steve Cassaday, CFP®, CFS, Founder, Chairman & CEO of Cassaday & Company, Inc., has been honored by Washingtonian Magazine in their first-ever Top Wealth Adviser Hall of Fame. Since Washingtonian started publishing their ‘Top Financial Advisers’ list in 2009, they noticed that some professionals appeared on the list year after year. Because this is not…
Read MoreWEBINAR: SECURE Act 2.0: What You Need to Know
President Biden signed the SECURE Act 2.0 into law on December 29, 2022. This legislation will bring notable changes to qualified retirement plans. Join Cassaday & Co.’s Tax Planning Specialist Karolyn Banks, as she discusses the key changes you can expect from this provision of the SECURE Act, including: Increased Required Beginning Date (RBD) Decreased Excise…
Read MoreYou Bought A Timeshare, But Now You Want to Sell It: Evaluating Your Options
By: Ryan Muscatella Timeshares often give individuals and families the opportunity to lock in an affordable yearly vacation at various luxury resorts around the world. Creating memories and enjoying excellent amenities while also benefiting from the flexibility of the timeshare plan is what keeps these vacation contracts appealing over time. While there can be many…
Read MoreWEBINAR: Making The Most of Your Life, Long-Term Care, Disability, and Annuity Contracts
As financial planners, outdated, inadequate, or non-existent insurance policies are some of the most common mistakes we see. Insurance strength and coverage depend on your lifestyle, family needs, and financial goals. However, because none of these are static, as your life evolves, so should your insurance policies. Cassaday & Co.’s Advanced Strategies team was founded…
Read MoreWebinar: 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…
Read MoreForbes – 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…
Read MoreWEBINAR: 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…
Read MoreVirginia 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…
Read MoreDonations 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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