Washington Business Journal – Best Places to Work

  Cassaday & Company, Inc., has been named on the ‘Best Places to Work’ list by the Washington Business Journal for 2024. This is the 16th time our firm has appeared on this list. This year, Cassaday & Co. ranked 10 out of 25 in the large company category, with a total of 75 companies appearing on…

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Cassaday Named Top Workplace in 2023 By Washington Post

Cassaday & Company, Inc. is honored to announce that our firm has been named one of The Washington Post’s 2023 Top Workplaces in the Washington, D.C. area.   The Post’s survey, conducted in partnership with employee engagement firm Energage, LLC, identified the highest rank workplaces in the region based on employee responses about their own company.…

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What My Family Should Know

Cassaday & Company, Inc.’s What My Family Should Know document is meant to act as a central repository for important information. We encourage you to share* this information with loved ones, heirs, powers of attorney, or anyone else vital to assisting with your affairs in the event of an emergency, incapacitation, or death. Set aside…

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Barron’s – Top Independent Financial Advisor

Cassaday & Company, Inc.’s Chairman, Founder & CEO Steve Cassaday was named a Barron’s Top 100 Independent Financial Advisor for 2023. This is the 16th consecutive year Cassaday has made this list. One of the first financial advisors in the industry to become independent, Cassaday left his senior management position with a major New York…

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Northern Virginia Magazine – Top Financial Professionals

Cassaday & Co. is proud to announce that Chairman and CEO Stephan Cassaday, Senior Partner Justin Harris, Senior Partner Christopher Krell, Partner Nick Harris, Partner Sean Gallahan, Partner Andrew Malay, and Director of Advanced Strategies Carmen Bississo have been named 2023 Top Financial Professionals by Northern Virginia Magazine. To have seven of our team members recognized…

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Financial Advisor – Top RIA

Cassaday & Company, Inc., has been ranked as a Top RIA by Financial Advisor for 2023. This is the firm’s twelfth year on the list. As the independent advisor channel continues to grow, Cassaday & Co. is especially proud to be recognized as part of this elite and competitive group. What is an RIA? A Registered Investment…

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Inc. 5000 – Fastest Growing Companies

Inc. Magazine has named Cassaday & Company, Inc., to its “2021 Inc. 5000: America’s Fastest-Growing Private Companies” list. This annual ranking highlights the fastest-growing privately held companies in the United States. This is the 10th time that Cassaday & Co. has earned a place on this list – an achievement that only 44 of the 5000 honorees…

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Forbes – Top Next Generation Wealth Advisor

Cassaday & Company, Inc. is honored to announce that Senior Vice President Sean Gallahan, CFP®, CMFC® has been named as a Forbes 2020 Top Next-Generation Wealth Advisor. This list was created in 2017 to recognize advisors under the age of 40 who are making an impact in the financial industry. Developed by SHOOK Research, the…

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Financial Times – Top 300 RIA

Cassaday & Company, Inc. is proud to announce that it has been named to the Financial Times Top 300 RIA list for 2020. This is the 5th year that the firm has appeared on this list. Financial Times stated that, “breadth of service is a key theme in this year’s list, with many advisers managing…

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SOCIAL SECURITY SURVIVOR BENEFITS

When you think of Social Security, you probably think of retirement. However, Social Security can also provide much-needed income to your family members when you die, making their financial lives easier. YOUR FAMILY MAY BE ENTITLED TO RECEIVE SURVIVOR BENEFITS BASED ON YOUR WORK RECORD When you die, certain members of your family may be…

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SOCIAL SECURITY DISABILITY BENEFITS

Like most people, you probably don’t expect to become disabled. However, according to the Social Security Administration (SSA), studies show that just over 1 in 4 of today’s 20 year-olds will become disabled before reaching age 67. (Source: SSA Publication 05-10029, May 2015) That’s why it’s important to understand what disability benefits you may be…

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SOCIAL SECURITY RETIREMENT BENEFITS: THE BASICS

Social Security retirement benefit is based on the number of years you’ve been working and the amount you’ve earned. When you begin taking Social Security benefits also greatly affects the size of your benefit. HOW DO YOU QUALIFY FOR RETIREMENT BENEFITS? When you work and pay Social Security taxes (FICA on some pay stubs), you…

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