Posts by Cassaday & Company, Inc.
Money 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 Director 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. Director of Financial Planning, Alina Lee and Sarah Mouser, discuss the importance of…
Read MoreWith Money, Be Tough on Adult Children
One of the things I have learned as a financial planner about parents and children is that the natural tendency for parents to help kids out financially may not always be the best course of action. Although the urge to help when your kids are in distress is almost irresistible, it should only be done…
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