Time to Plan Your Financial Advisers Summit

by Steve Cassaday, CFP®, CFS Could you imagine a house being built by a crew whose members never spoke with one another and worked without plans or an architect? Would that be a house anyone would want to live in? Of course not, but many businesspeople take that approach when dealing with financial planning and asset management.…

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In Hiring, Don’t Overlook Young and Inexperienced

by Steve Cassaday, CFP®, CFS Our company approaches hiring and training in a new and different way that has allowed us to attract and retain outstanding people. It has engendered employee retention and satisfaction levels that have led Cassaday & Company, Inc. to win multiple Washington Business Journal Best Places to Work awards and a Washingtonian…

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Valuable Productivity Tip: Buy Two Large Trash Cans

by Steve Cassaday, CFP®, CFS Every businessperson strives to be as productive as possible. Adopting a few simple concepts has helped our company achieve important goals, relieved stress and provided a great life balance for our employees. After starting Cassaday & Co. Inc. in 1993, I added “business owner” to my other responsibilities of investment manager,…

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Beliefs About Employees May Be Hindering Growth

by Steve Cassaday, CFP®, CFS As William James, an American psychologist and philosopher, once said, “Genius means little more than the faculty of perceiving in an unhabitual way.” This simple statement contains a lot of wisdom and requires a brief moment to really sink in. For businesspeople, the implication is simple: Many long-held beliefs in today’s…

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