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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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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Virginia Business 500 Power List

Cassaday & Company, Inc., Founder, Chairman & CEO Steve Cassaday has been named to Virginia’s 500 Power List for 2021. Now in its second 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 50 individuals listed in the Finance…

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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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Preparing for Financial Fallout During Elections

Elections can be an emotional time, and the 2020 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…

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Creating Cash Flow in Retirement

Fact or Fiction: Retirees need “income” Thirty-five years of experience with retired investors has taught us that what retirees need in retirement is cash flow, not income. The distinction is that income comes from dividends and interest, and cash flow comes from harvesting the total return of your portfolio. The total return is dividends, interest, and growth. Our DIESEL…

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How Barron’s Top Advisors Are Reacting to Coronavirus

The uncertainty of the times has been reflected in the markets amid the coronavirus crisis. During these times, investors are seeking sound advice from experts on how to manage their investments through an unprecedented situation. Barron’s annual ranking of the Top 100 Financial Advisors spotlights the leading individual financial advisors from across the U.S. Advisors…

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How Does the CARES Act Impact Taxes? Changes for 2019 and Beyond

By Sarah Mouser, CFP®, CTS™, CES™ The Coronavirus Aid, Relief, and Economic Security (CARES) Act was introduced in response to the COVID-19 pandemic and signed into law on March 27, 2020. This new legislation contains important tax law changes that affect many of our clients. Below is a summary of these changes and how they may…

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