Archive for 2016
18 Money-Saving Travel Resolutions for 2017
Associate Vice President, Andrew Malay offers tips about saving money while traveling abroad. Catch the Travel Bug in the Full-Article
Read MoreHaving the ‘Money Talk’ With Aging Parents
Adult children find it difficult to have the ‘money talk’ with aging parents because they feel it is not their place. However, it is extremely important to have this conversation in order to protect family assets, eliminate unnecessary administrative difficulties and minimize potential disputes with family members before it is too late. In our experience,…
Read MoreThe Greatest Threat to a Secure Retirement
As you approach retirement you should start to project your budget for the years ahead. You should have a pretty good handle on the income you will receive, as well as your outgoing expenses, such as food, hobbies, travel, etc. You may be starting to calculate your health and medical costs and find yourself getting…
Read MoreThe New Retirement Age
Washingtonian The New Retirement Age Dec. 12, 2016 Stephan Cassaday and several Cassaday partners and clients were featured in the December 2016 issue of the Washingtonian on the emotional transition to retirement. Read the full article by Suzanne Sataline here
Read MoreGiving Back – 2016 Updates
We are committed to giving back and making our community a better place. Our employees contribute to numerous causes and are dedicated to serving our community. The Cassaday & Company Charitable Fund was established in 2006 based on the idea that employees could have a much greater impact working collectively rather than through individual charitable…
Read MoreSeparating fear and greed from your investment decisions
Cassaday & Company, Inc. Principal Christopher Krell writes valuable commentary for CNBC on emotions and investing. “After a lifetime of counseling clients to separate their emotions — such as fear, greed and overconfidence — from their investment decisions, I’m still standing my ground. The goal in my counsel, and that of my co-workers in the…
Read MoreMoney Management For Millennials
Cassaday & Company, Inc. Principals Christopher Krell and Justin Harris were featured in the December edition of Virginia Business in an article on millennials and investments. Virginia’s top money managers are developing new ways to meet the investing preferences of the children of retiring Baby Boomers. Read the full article by Tim Loughran here
Read MoreExecutive Leaders Radio – Interview with CEO Stephan Cassaday
Cassaday & Company, Inc. founder Stephan Cassaday was featured on Executive Leaders Radio, a program featuring business leaders sharing their successes, challenges, and influences. The interview aired locally on Federal News Radio, and on over 40 stations nationwide. Listen to the radio interview and view the transcript below. Cassaday & Company, Inc. · Executive Leaders…
Read MoreBarron’s – Top 100 Independent Advisors
Cassaday was honored again by Barron’s as a Top 100 Independent Advisor in the nation for 2016. Stephan Cassaday has been on this prestigious list every year since 2008, climbing to 15th place overall this year. Cassaday & Company was named to all three eligible Barron’s lists for 2016. #1 in Virginia on State-by-State Rankings…
Read MoreForbes – America’s Top Wealth Advisors
Cassaday and Company, Inc. was honored on the Forbes list of America’s Top Wealth Advisors for 2016. Read more
Read MoreRadford University – Outstanding Alumnus Award
Stephan Cassaday, President and CEO of Cassaday & Company, Inc., received the Radford University Outstanding Alumnus Award for 2016. “My job is about helping people solve problems every day,” explains Stephan Cassaday ’76, President and CEO of Cassaday & Company, Inc., an independent wealth management firm based out of McLean, Virginia. “People accumulate wealth and…
Read MoreProtecting Gains in a Market Decline
The current bull market is the second-longest on record. While hoping for the best, but planning the worst, investors want to know what can be done to protect gains when the market changes? Protecting Your Gains in a Market Decline While the current bull market has become the second-longest in history, there is no…
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