Discover how Cassaday & Company’s tax-smart strategies help clients keep more of what they earn because it’s not just about what you make; it’s about what you keep.

Founder, Chairman, and CEO, Steve Cassaday, was recently featured in an article by Barron’s Advisor where he discussed how Cassaday & Company helps clients navigate the tax consequences of rebalancing their portfolios and withdrawing funds. He highlighted Cassaday’s use of technology to identify tax-loss harvesting opportunities and our charitable giving strategies. By encouraging clients to donate appreciated securities rather than cash, we help them maximize both their philanthropic impact and tax efficiency.

Steve also emphasized how Cassaday & Company educates clients on the value of these strategies. By showing total dollar returns alongside taxable events, we give our clients a clear picture of how much they’re actually keeping.

Read the complete Barron’s Advisor article on tax-efficient strategies here.

To learn more about Cassaday’s tax management services and how they integrate into our holistic approach to wealth management, click here.

As seen in Barron’s Advisor on January 21, 2026, by Steve Garmhausen.