Posts by Brooke Orlando
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 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 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As financial planners, outdated, inadequate, or non-existent insurance policies are some of the most common mistakes we see.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…
Read MoreP.A.I.N.T. Your Financial Mountain
By Nicholas A. Harris CFP® Planning for retirement is just like climbing a mountain. Wealth accumulation and reaching the summit are only half the battle. Wealth preservation and getting back down the mountain safely are equally as difficult. The summer of 2021 afforded me the opportunity to climb three of Colorado’s “Fourteeners” (“14ers”) – mountains…
Read MoreBoo at the Zoo 2022
On October 29, 2022, Cassaday & Company, Inc., hosted our 7th annual Boo at the Zoo event in celebration of Halloween. Held at Roer’s Zoofari in Vienna, VA, it was a day of fun for the whole family with a safari experience, petting zoo, and up-close animal encounters. Clients, friends, and family donned their Halloween…
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 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 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…
Read MoreWashingtonian- Top Financial Advisors
Cassaday & Company, Inc., is proud to announce that Chairman & CEO Steve Cassaday and Senior Partner Christopher Krell have been named Top Financial Advisors by Washingtonian for 2022. Washingtonian surveyed hundreds of local professionals for this peer-nominated award. These surveys, in addition to research done by the Washingtonian team, led to this year’s list…
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