Posts by Cassaday & Company, Inc.
Barron’s – Top 100 Independent Advisors
Cassaday was honored again by Barron’s as a Top 100 Independent Advisor in the nation for 2016. Stephan Cassaday has been on this prestigious list every year since 2008, climbing to 15th place overall this year. Cassaday & Company was named to all three eligible Barron’s lists for 2016. #1 in Virginia on State-by-State Rankings…
Read MoreForbes – America’s Top Wealth Advisors
Cassaday and Company, Inc. was honored on the Forbes list of America’s Top Wealth Advisors for 2016. Read more
Read MoreRadford University – Outstanding Alumnus Award
Stephan Cassaday, President and CEO of Cassaday & Company, Inc., received the Radford University Outstanding Alumnus Award for 2016. “My job is about helping people solve problems every day,” explains Stephan Cassaday ’76, President and CEO of Cassaday & Company, Inc., an independent wealth management firm based out of McLean, Virginia. “People accumulate wealth and…
Read MoreMoney Matters For Millennials
Christopher Krell of Cassaday & Company, Inc., talks to Chris and Markette (Great Day Washington) about how to successfully talk to kids about saving money. Money Matters for Millennials Video
Read MoreThe Six Worst Financial Lessons From Parents
Cassaday & Company Principal Chris Young comments on bad advice that parents give their children, and what the alternative recommendations are. Read more in the full article below. 6 Worst Financial Lessons From Parents
Read MoreWhy Your Credit Score Matters Most in Your Twenties
Cassaday & Company Principal Chris Young provides his professional advice to millennials on the impacts of your credit score on things like car loans, mortgages and interest rates. “Fixing a credit score can be a tedious process and can prolong your goals and dreams,” he says in this Forbes article. Read the full article
Read More10 Years in the School of Hard Knocks
Stephan Cassaday speaks with Northern Virginia Magazine about the emotions that drive many individual investors and the discipline it takes to be successful in wealth management. 10 Years in the School of Hard Knocks by Darrell Delamaide Full Article
Read MoreN.Va. businesses honored for commitment to family life
InsideNova, September 2015 N.Va. businesses honored for commitment to family life Cassaday & Company received the CARE (Companies are Responsive Employers) Award for 2015 by Northern Virginia Family Service. Local businesses and organizations received the award based on performance in the categories of flexible work arrangements, dependent care, work/family stress management, and benefits and community…
Read MoreTax-Free Savings Accounts for Disabled Are Expected in 2016
New York Times, August 2015 Tax-Free Savings Accounts for Disabled Are Expected in 2016 Special savings accounts for people with disabilities are likely to become available in most states next year. The New York Times interviews Cassaday & Company Principal Christopher Krell on the ABLE Act and these 529A accounts. Read the article by Ann…
Read MoreAdvisors: We Saw Correction, Volatility Coming
Financial Advisor Magazine, August 2015 Advisors: We Saw Correction, Volatility Coming In a volatile market, Financial Advisor Magazine reaches out to industry experts to get their feedback. What should investors do? Cassaday & Company, Inc. CEO Stephan Cassaday provides his professional opinion in this article. Read the article by Karen Demasters and Christopher Robbins here
Read MoreHow To Help Grieving Clients
Financial Advisor Magazine, August 2015 How to Help Grieving Clients Financial Advisor Magazine asks Directors of Financial Planning, Alina Lee and Sarah Mouser, to discuss how Cassaday & Company, Inc. works with clients who are grieving. Understanding the clients’ immediate needs, communicating effectively, and providing external resources if the client needs them are just a…
Read MoreDon’t Forget To Plan For Clients’ Dementia
Financial Advisor Magazine, August 2015 Don’t Forget To Plan For Clients’ Dementia At Cassaday & Company, Inc., we take a proactive approach to ensure that, in the event that dementia or cognitive decline become factors in your life, we’ve got you covered. Directors of Financial Planning, Alina Lee and Sarah Mouser, discuss the importance of…
Read More