Posts by Brooke Orlando
Forbes – America’s Top RIA Firms
Cassaday & Company, Inc., has been ranked #17 on the Forbes America’s Top Registered Investment Advisory (RIA) Firms list for 2025. Our team is honored to receive this recognition from Forbes for the fourth year in a row. Marketing Disclosure: The 2025 America’s Top Registered Investment Advisory Firms is awarded by Forbes. Cassaday did not…
Read MoreVirginia Business – 500 Power List
Cassaday & Company, Inc., Founder, Chairman & CEO Steve Cassaday has been named to Virginia’s 500 Power List for 2025. Now in its sixth year, the Virginia 500 is an annual directory of the commonwealth’s most powerful and influential leaders according to Virginia Business. Marketing Award Disclosure: The Virginia 500 2025-2026 list is awarded by…
Read MoreAdvisor Hub – Advisors to Watch
Cassaday & Co. is proud to share that Chairman and CEO Stephan Cassaday, Partner Nick Harris, and Partner Andrew Malay have been recognized as Advisor Hub Advisors to Watch for 2025. Marketing Award Disclosure: The 2025 Advisors to Watch is awarded by Advisor Hub. Cassaday did not compensate Advisor Hub for this award. Award consideration…
Read MoreWebinar: The Power of Purpose
In our fast-paced world, even the most accomplished individuals will pause to ask themselves: “What truly motivates me to get up each morning?” and “Where do I find genuine meaning and direction in my life?” Purpose isn’t just a luxury for the few — it’s essential to our wellbeing, happiness, and longevity. At Cassaday &…
Read MoreWebinar: How to Prepare For Your “Next” in Retirement
Are you approaching retirement but struggling to envision what your post-career life will look like? You’re not alone. Many successful professionals find themselves asking: “What comes next after I retire?” or “How do I create purpose and meaning in retirement?” Expert Guidance for Your Retirement Transition At Cassaday & Company, we recognize that retirement planning…
Read MoreWhat Does It Mean to Designate a Trusted Contact or a Client Advocate?
Have you been asked by a financial institution to provide the name and contact information for a ‘trusted contact’ but are left wondering why this is necessary? Organizations that exist to protect investors from fraud and abuse – such as the Financial Industry Regulatory Authority (FINRA), North American Securities Administrators Association (NASAA), and The U.S.…
Read MoreDebunking 4 Long-Term Care Insurance Myths
As we age, the need for long-term care becomes increasingly likely. In fact, it’s estimated that at least 70% of people who are 65 or older today will require some form of long-term care in their lifetime. Despite this striking statistic, misconceptions around long-term care and long-term care insurance often prevent people from obtaining proper…
Read MoreVirginia Tax Credits – Opportunities to Save While Supporting America’s Students
Many of our clients who are philanthropically inclined ask us how they can positively impact the lives of young Virginians seeking access to quality private school education. The Education Improvement Scholarships Tax Credit (EISTC) program, signed into law in 2012, provides funding for underprivileged and working-class students through the form of scholarships while giving…
Read MoreWhat To Do When A Loved One Dies
When a loved one dies, the many details that need to be taken care of can be emotionally overwhelming. This checklist is intended to be a resource of items that may need to be attended to, both immediately and in the near future. Immediately The first step is to determine whether the decedent made their…
Read MoreLong-Term Care Insurance Claim Q&A
Navigating long-term care (LTC) insurance claims can be a daunting and complex task. From understanding policy coverage to managing the claims process itself, the journey can be overwhelming. At Cassaday & Company, Inc., our Advanced Strategies Department is solely dedicated to assisting our clients with life, disability, income, and asset protection – including long-term care.…
Read MoreIs a Qualified Charitable Distribution Right For You?
If you are over 70.5, taking Required Minimum Distributions (RMDs), and want to support charities, a Qualified Charitable Distribution (QCD) is almost always going to be your most tax-effective giving strategy. A QCD is a direct contribution from an IRA to a qualified charity. This not only benefits charitable causes but also reduces your Adjusted Gross Income…
Read MoreBarron’s – Top 250 Private Wealth Management Teams
Barron’s has ranked Cassaday & Company, Inc., as one of the Top 250 Private Wealth Management Teams for 2024. Marketing Award Disclosure: The 2024 Top 250 Private Wealth Management Teams is awarded by Barron’s. Cassaday did not compensate Barron’s for this award. Award consideration was based on data covering a trailing 12-month period ending December…
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