Posts by Emma Guido
Boo at the Zoo 2025
We had a fantastic time at our 10th annual Boo at the Zoo event on Saturday, October 25th at NOVA Wild! Clients, friends, and families dressed to impress in their cutest and spookiest costumes while enjoying up-close and personal experiences with animals. The afternoon included a guided safari experience, a petting zoo, animal encounters, and…
Read MoreWho Can Help With Your Accounts (and How): Trusted Contacts, Privacy Waivers, and Powers of Attorney
For a quick, downloadable chart that summarizes account access levels, click here. When it comes to protecting your financial wellbeing, it’s important to plan for both the expected and the unexpected. One critical step is deciding who — if anyone — should be able to receive information about your accounts or act on your behalf. …
Read MoreFinancial Scams & Elder Exploitation: Protecting Yourself & Your Loved Ones
Investment scams targeting older Americans are on a sharp and troubling rise, with fraudsters deploying increasingly sophisticated methods to steal billions of dollars annually. According to the FBI, Americans age 60 and older lost $4.8 billion to scammers in 2024 – a 41% increase from $3.4 billion in losses reported in 2023. While older adults…
Read MoreCassaday: Be Bold and Be Successful
In an exclusive interview with Advisor Hub, Founder, Chairman, and CEO, Steve Cassaday, shares his journey from storming into offices as a young jobseeker to building the successful independent wealth management practice known today as Cassaday & Company, Inc. During this candid conversation, he reveals his biggest mistakes, what he’d do differently starting out today,…
Read More‘What Retirees Need Is Cash Flow, Not Income’
Discover why discerning investors and affluent clients are increasingly choosing independent financial advisors like Cassaday & Company to navigate today’s complex retirement planning and investment landscape. Founder, Chairman, and CEO, Steve Cassaday, recently sat down with Investment News to discuss why affluent clients are increasingly choosing independent wealth management firms over traditional financial institutions. In…
Read More2025 Wealth Management Symposium
On Saturday, March 29th, Cassaday & Company, Inc. hosted our Wealth Management Symposium at the Hyatt Regency Dulles in Herndon, Virginia, with a theme of ‘Educating, Engaging, and Empowering’ more than 500 guests in attendance. The timing couldn’t have been better as we kick off Financial Literacy Month in April. The symposium perfectly embodied our…
Read MoreBoo at the Zoo 2024
We had a fantastic time at our 9th annual Boo at the Zoo event on Saturday, October 18th at NOVA Wild! Clients, friends, and families dressed to impress in their cutest and spookiest costumes while enjoying up-close and personal experiences with animals. The afternoon included a guided safari experience, a petting zoo, animal encounters, and…
Read MoreHow Will Markets React to the 2024 Presidential Election?
As voters prepare for November’s election, many investors and families are asking: “How can I protect my finances during the 2024 election cycle?” In the video below, Steve Cassaday, Cassaday & Company, Inc. Founder, Chairman, & CEO, provides insight into the relationship between elections and market performance, explaining why knee-jerk reactions to political events may not…
Read MoreCassaday Talks Succession Planning, and Other Successful Strategies in Building His Practice
Founder and CEO, Steve Cassaday, attributes his firm’s success to strategic practices centered on succession planning and employee compensation. After witnessing the disarray following his mentor’s sudden death, Cassaday implemented a robust succession plan to ensure continuity for clients, involving long-term staff who are well-prepared to take over. He also contrasts his firm’s approach to…
Read MoreIs a Roth Conversion Right for You? Factors to Consider When Opting for a Roth Conversion
In recent years, you may have heard the buzz around the term Roth conversions and wondered, “What exactly are Roth conversions, and do they make sense for me and my family?” As is often the case with matters concerning financial planning and investment management, the answer is usually the same: it depends. What is a…
Read MoreCareer and Life Transitions Coaching at Cassaday & Company
In addition to providing ongoing financial guidance, Cassaday & Company’s comprehensive suite of services includes helping clients make informed, thoughtful decisions about life transitions with the help of our in-house Career & Life Transitions Coach, Jennifer Landis-Santos. We have found that while people are often financially prepared to retire, they aren’t emotionally or mentally ready…
Read MoreMaximize Your Financial Plan During Annuities Awareness Month
June is annuity awareness month, so we’re highlighting all of the resources you have available as a Cassaday & Company, Inc., client when evaluating whether an annuity aligns with your comprehensive financial strategy. Cassaday has an entire team — our Advanced Strategies team — dedicated to providing clients with objective guidance on their insurance needs and policies. They have…
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