Posts by Cassaday & Company, Inc.
Barron’s – Top 100 Financial Advisors in the Nation
Cassaday & Co. Founder, Chairman, and CEO Steve Cassaday has been named by Barron’s as one of the Top 100 Financial Advisors in the Nation for 2023. Since 2007, Barron’s has been highlighting the best in the business with their annual Top Financial Advisors list. This list serves to spotlight the leading individual financial advisors…
Read MoreBarron’s – Top Advisor in Virginia
BARRON’S #1 ADVISOR IN VA: 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, AND 2014 World-renowned investment publication, Barron’s, has ranked CEO Stephan Cassaday the top financial advisor in the state of Virginia on its annual ‘Top 1,200 Financial Advisors: State by State’ list. This is the ninth time in the last ten years…
Read MoreVirginia Business – Best Places to Work
Cassaday & Company, Inc. has been named one of the 2023 Best Place to Work in Virginia for the 12th year in a row. Created by Virginia Business Magazine and Best Companies Group, this annual award program identifies, recognizes, and honors the top 100 places of employment throughout the state of Virginia. This is the…
Read MoreFinancial Times – Top 400 Financial Advisors
Financial Times – Top 400 Financial Advisors: 2020, 2019, 2018, 2015, 2014, 2013, 2012, 2011 Chairman & CEO Stephan Cassaday and Principal Christopher Krell have been named to Financial Times Top 400 Financial Advisors for 2020. Cassaday & Company, Inc. is honored and thrilled to have two of our advisors ranked among this elite group…
Read MoreWashingtonian – Great Places to Work
Washingtonian – Great Place to Work 2019, 2017, 2015, 2013, 2011, 2009 Cassaday & Company, Inc. was named by Washingtonian as one of Washington D.C.’s Great Places to Work for 2019. Washingtonian has been recognizing Great Places to Work since 2009. Cassaday & Company, Inc. has been fortunate to receive this honor each year it…
Read MoreDon’t be a Victim: Watch Out for IRS Tax Scams
DON’T BE A VICTIM: WATCH OUT FOR IRS TAX SCAMS In recent years many Americans have fallen victim to tax scams and bogus Internal Revenue Service (IRS) communications through calls, e-mails, and regular mail. We put together this brief guide on what to look for, and steps you can take to protect yourself. INITIAL COMMUNICATIONS:…
Read MoreArlington Magazine – Best Financial Planners
Arlington Magazine – Best Financial Planners (2015, 2017) Cassaday & Company, Inc. was named the ‘Best Financial Planner’ again in Arlington Magazine’s Best of Arlington 2017. The firm was also recognized in 2015. The Arlington Magazine “Best Of” designation is awarded to individuals who are nominated by the public as being the best in their…
Read MoreGiving Back – PRS, Inc.
Cassaday & Company, Inc. is invested in improving lives and serving our community. We are proud to support PRS, Inc., a local nonprofit organization that serves individuals living with mental illness, substance use disorders, mild intellectual disabilities, autism spectrum disorders, and anyone who faces life crises can achieve safety, personal wellness, recovery and community integration.…
Read MoreINSIDER’S GUIDE TO CHOOSING A FINANCIAL ADVISOR
Choosing the right financial advisor can be difficult. To help make this process easier for you, we’ve put together a comparative analysis with questions that may help guide your decision making. To download and print Insider’s Guide to Choosing a Financial Advisor, click here or on the image below.
Read MoreINVESTMENT BASICS GLOSSARY
A quick overview of common terms used in the investing and finance industry: Arbitrage – the simultaneous purchase and sale of a related asset in order to profit from a difference in the price. It is a trade that profits by exploiting price differences of identical or similar financial instruments. Commodity – a basic good used in commerce…
Read MoreTHE DIESEL®-POWERED PORTFOLIO
An Alternative to Conventional Wisdom on Retirement Withdrawal What was most striking to me when talking to advisors and panelists at a recent conference was the almost doctrinaire use of the 4 percent “safe rate” as a benchmark for retirement withdrawals—a number several studies have enshrined. As thorough as some of those studies were, we…
Read MoreDECIDING WHEN TO RETIRE: WHEN TIMING BECOMES CRITICAL
Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also what sources of retirement income you’ll have and how long you’ll need your retirement savings to last. You’ll need to take into account your life expectancy…
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