Excellence in Corporate Philanthropy

Cassaday & Company, Inc., is honored to be one of only ten financial advisory firms from across the nation selected for the 2022 Invest in Others Charitable Champions list. This annual list recognizes advisory firms who have demonstrated exemplary efforts to give back to their communities by promoting a culture of philanthropy among employees. Cassaday…

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Should 529 Plans Be Owned By Parents or Grandparents?

by Sarah Mouser, CFP®, CTS™, CES™  and Ryan Muscatella, CFP® With the price of higher education increasing nearly eight times faster than wages, saving and paying for college is a common concern for many families. While there are multiple ways to begin saving for educational expenses, 529 plans are the most common. These plans are tax-advantaged…

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A New Way to Pre-Pay Virginia College Tuition Expenses

By Sarah Mouser, CFP®, CTS™, CES™ In April of 2019, Virginia529 – the state agency managing 529 college savings plans – announced that its pre-paid tuition plan, formally known as Prepaid529, would close to new investors to make way for a new program called Tuition Track Portfolio. The reason for this change is to give families an…

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WEBINAR: College Funding Strategies & How to Maximize Financial Aid

Navigating the many facets of paying for college can be challenging. If you have a student approaching college age, there are certain steps you can take to make sure you are saving properly and getting the best deal on their education. Join Director of Financial Planning Sarah Mouser, CFP®, CES™, and Paraplanner Ryan Muscatella, CFP®, for…

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Dividends: Should You Reinvest Them?

By Associate Portfolio Managers Mike Fiorese and Dan Sharkey, CFA To reinvest, or not to reinvest, that is the question. Dividends and distributions from a portfolio are a welcome benefit of investing. Yet, when a cut of a company’s profits or interest from a bond is paid, investors are faced with a decision; reinvest the…

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Cassaday & Company Joins Focus Financial Partners

We are delighted to share with you some exciting news about our firm. Effective with a transaction expected to close in December 2021, Cassaday & Company, Inc., will be joining Focus Financial Partners. Read or watch our video announcement below to hear why we believe this partnership ultimately will enhance and expand the services already…

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WEBINAR: Tips for Talking with Family about Money & Finances

Having a plan in place in case of death or disability is critical. Planning ahead can alleviate administrative pains, minimize family disputes, and ensure your assets are protected. An important component of this plan that is often forgotten, or avoided, is communicating it to your family or loved ones. While it’s never pleasant to discuss…

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Boo at the Zoo 2021

On October 30, 2021, Cassaday & Company, Inc. invited clients and their families to its 6th annual Boo at the Zoo event to celebrate Halloween weekend. Held at Roer’s Zoofari in Vienna, VA, it was a day of fun for the whole family with a Self-Drive Safari, petting zoo, and individual animal encounters. Clients and…

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WEBINAR: Volunteering in Retirement

Many people find volunteering to be a rewarding and meaningful way to spend time and energy in retirement. Volunteering can help provide structure, community, and a sense of purpose to people navigating life after full-time work. Research has shown it makes people happier, increases social, emotional, cognitive, and physical wellbeing, and helps bridge the generational…

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How does Cassaday & Company protect against ransomware attacks?

By Chad Cassaday, CMFC® Cassaday & Company, Inc., is acutely aware of the disruptive threat that ransomware poses and takes greater-than-necessary steps to protect our information and sensitive client data from this type of attack. Cassaday’s protection and action plan is formulated in such a way as to represent a “Five-Function” hierarchy, which is defined…

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