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 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…
Read MoreBarron’s – Top 100 Private Wealth Management Teams
Barron’s has ranked Cassaday & Company, Inc., one of the Top 100 Private Wealth Management Teams for 2023. 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…
Read MoreForbes – Best-In-State Wealth Advisors 2023
Cassaday & Company, Inc., is honored to announce that six of our financial advisors have been named Forbes Best-In-State Wealth Advisors for 2023. Among those recognized are Chairman & CEO Steve Cassaday, Senior Partner Justin Harris, Senior Partner Chris Krell, Senior Partner Christopher Young, Partner Nicholas Harris, and Partner Sean Gallahan. With over 39,000 nominations…
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 MoreHoliday Cocktail Party 2022
On December 8, 2022, Cassaday & Company, Inc., celebrated the holidays at the Steven F. Udvar-Hazy Center in Chantilly, VA, with almost 1,000 clients, community partners, and friends in attendance. Our team deeply enjoyed the opportunity to catch up with clients and hear some personal stories about their connections to the museum. Guests danced the…
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…
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