Posts by Cassaday & Company, Inc.
Barron’s – Top 100 Financial Advisors in the Nation
Steve Cassaday Named to Barron’s Top 100 Financial Advisors in the Nation for 2026 Cassaday & Company Founder, Chairman, and CEO Steve Cassaday, CFP®, CFS, has been named by Barron’s as a Top 100 Financial Advisor in the Nation for 2026 for the 11th consecutive year. About the Barron’s Top 100 Financial Advisors Ranking Since 2007, Barron’s has been highlighting the…
Read MoreVirginia Business – Best Places to Work
Cassaday & Company, Inc. has been named a 2026 Best Place to Work in Virginia for the 15th year in a row. Created by Virginia Business and Best Companies Group, this annual award program identifies, recognizes, and honors the top places of employment throughout the state of Virginia. The 141 companies identified this year are broken down into small (15 – 99 U.S.…
Read MoreBarron’s – Top Advisor Rankings by State
Stephan Cassaday Named a 2026 Barron’s Top Financial Advisor in Virginia for the 18th Time Barron’s, has ranked CEO Stephan Cassaday one of the top financial advisors in the state of Virginia for 2026 on its annual ‘Top Advisor Ranking by State’ list. This is the 18th year that Cassaday has been named to Barron’s…
Read More10 Reasons Why Long-Term Care Insurance Is Essential To Your Financial Plan
Consider these ten key points as you evaluate if long-term care insurance is right for you.
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 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 MoreFinancial Times – Top 400 Financial Advisors
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 for the eighth year. The FT Top 400 sets out to recognize greatness in the…
Read MoreWashingtonian – Great Places to Work
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 has been offered. The Washingtonian evaluates over 200 companies and more than…
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 MoreInvestments 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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