Barron’s – Top Advisor in Virginia

BARRON’S #1 ADVISOR IN VA: 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 eighth time in the last nine years Cassaday has been…

Read More

Best Places to Work in the State of Virginia

Cassaday & Company, Inc. has been awarded 16th place on the 2022 Best Places to Work in Virginia ranking.   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 12th year that the award has been given.   The 100 companies identified are broken down…

Read More

Financial 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 More

Washingtonian – 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 More

Don’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 More

Arlington 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 More

Giving 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 More

INVESTMENT 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 More

THE 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 More

DECIDING 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…

Read More