Barron’s – Top 100 Financial Advisors in the Nation

Cassaday & Co. Founder, Chairman, and CEO Steve Cassaday has been named by Barron’s as a Top 100 Financial Advisor in the Nation for 2024.  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 from a…

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Barron’s – Top Advisor Rankings by State

World-renowned investment publication, Barron’s, has ranked CEO Stephan Cassaday one of the top financial advisors in the state of Virginia on its annual ‘Top Advisor Ranking by State’ list. This is the 16th year that Cassaday has been named to Barron’s “State by State” list since the award’s inception in 2009.  This list is Barron’s…

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Virginia Business – Best Places to Work

Cassaday & Company, Inc. has been named a 2024 Best Place to Work in Virginia for the 13th year in a row. Created by Virginia Business and Best Companies Group, this annual award program identifies, recognizes, and honors the top 100 places of employment throughout the state of Virginia. The 100 companies identified are broken…

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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…

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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…

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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…

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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:…

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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…

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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.…

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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…

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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…

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