Cassaday & Company, Inc.

10/23/2026

October is National Cybersecurity Awareness Month! 🔒

Protecting your financial future includes protecting your personal information.

In this on-demand webinar, Director of IT Chad Cassaday shares practical ways to stay safe against digital threats, along with how we help safeguard our clients’ data at Cassaday & Company.

With so much of our lives managed online, it's important to stay informed about potential cyber threats and the steps we can take to protect ourselves.

This month is a great opportunity to brush up on your cybersecurity knowledge!

Watch the webinar here:

In an age defined by connectivity, our digital world is both our greatest asset and our most vulnerable frontier. With cyber threats evolving at an unprecedented pace, it’s crucial to be equipped with the latest knowledge and strategies. During this webinar, Director of Information Technology Chad...

10/21/2026

At Cassaday & Company, we believe that great financial planning begins with understanding what matters most to each client. Their families, their aspirations, the lives they've worked hard to build, and the legacy they hope to leave behind.

For our advisors, the most rewarding part of their work is helping clients turn those priorities into a thoughtful plan, navigate life's important decisions, and move forward with greater clarity and confidence.

In this short video, members of our advisory team share what makes their work so meaningful and why the relationships they build with clients are at the heart of everything we do.

We're grateful for the trust our clients place in us and for the opportunity to be part of their journeys.

▶️ Watch the video to hear their perspectives.

10/20/2026

Congratulations to our team members who earned new professional credentials and licenses during the third quarter of 2026!

These accomplishments reflect a strong commitment to continued learning, professional development, and serving our clients at the highest level.

Credentials and licenses earned this quarter include the Certified Financial Planner (CFP®) certification, Series 7, Series 66, Series 63, and Life & Health License.

Each achievement strengthens the knowledge our team brings to clients and supports the quality of the wealth management, financial planning, and investment management guidance we provide.

Please join us in congratulating our teammates on these career milestones! 👏

10/15/2026

Today we proudly celebrate 33 years of Cassaday & Company, Inc.!

In 1993, when most financial advisors worked under the Wall Street umbrella, Steve Cassaday chose a different path. On October 15th, 1993, he founded Cassaday & Company, Inc. with a simple but bold conviction: clients deserve independent, unbiased advice built around everything in their life with a dollar sign in front of it. Three decades later, that conviction still guides everything we do.

To our clients: thank you for the trust you place in us to help care for your family’s financial well-being. One of the greatest privileges of this work is walking alongside you through life’s milestones, celebrating the joyful moments, and standing with you through the difficult ones. Your loyalty means more than we can say, and we’re honored to be part of your lives. Here’s to many more years together! 🎉

10/06/2026

Happy National Coaches Day!

Today we're celebrating Jen Landis-Santos, Cassaday & Company's in-house Career & Life Transitions Coach.

Financial decisions are rarely just about money. They're tied to personal circumstances, and even well-constructed strategies can fall short when the two aren't addressed together. That's where Jen comes in.

Through one-on-one coaching, Jen helps clients navigate:

🔹Retirement transitions: Deciding when to retire, defining what retirement will look like, building structure and purpose, and aligning your lifestyle with your financial plan
🔹Career decisions: Evaluating opportunities, trade-offs, and long-term implications of career changes, including financial, lifestyle, and family considerations
🔹Lifestyle and personal priorities: Identifying what brings fulfillment, maintaining meaningful relationships, and creating routines that support long-term wellbeing

Her approach helps clients face life's biggest changes with clarity and confidence, so their decisions are not only financially sound but also support a fulfilling, meaningful life.

Jen, thank you for the care and insight you bring to every conversation. We're lucky to have you on our team! 💙

Learn more about Jen and her unique services by watching the video below.

Career & Life TransitionsAt Cassaday & Company, Inc., our experien...

10/05/2026

What can a car crash teach us about a market crash?

In 2022, Partner Nick Harris and his family walked away from a serious accident on an icy Virginia road. In his latest piece on Forbes, Nick shares five lessons from that day and how they apply to staying disciplined through market volatility:

Brace
Remain Resolute
Accept Help
Courage
Endure

It's a personal story with practical takeaways for any investor who has felt the urge to hit the brakes when markets slide.

Read the full article: https://www.forbes.com/sites/forbes-shook/2026/09/30/brace-for-impact-five-steps-for-navigating-a-car-crashor-a-market-crash/

10/02/2026

We are proud to announce that Steve Cassaday, Founder, Chairman & CEO of Cassaday & Company, has been named to the Virginia 500 – Virginia Business’ 2026-27 list of impactful and powerful leaders in the commonwealth.

What sets Steve apart? His philosophy: "Invest in people, practice radical inclusion, and empower them to think like owners."

This recognition marks Steve's 5th time on the Virginia 500 list, reflecting his continued impact on Virginia's financial services landscape.

At Cassaday & Company, we've built our culture around these values since 1993—creating an environment where employees are truly empowered and clients receive boutique-level service with institutional capabilities.

Please join us in congratulating Steve!

Read more about the award and view the full list here: https://cassaday.com/virginia-business-500-power-list/

09/30/2026

Trump Accounts are officially here. What should families know?

With the first Trump Account contribution deadline approaching on December 31, families have a new option to consider when saving and investing for a child’s future.

But how do Trump Accounts work, who is eligible, and how do they compare with other options like 529 plans and custodial accounts?

Our latest article breaks down the key rules, deadlines, and planning considerations to help families understand where Trump Accounts may fit within a broader financial plan.

Read more:

A new tax-deferred account for children may provide an early start on long-term investing, but families should understand the rules, limitations, and available alternatives. Created as part of federal tax legislation enacted in July 2026, Trump Accounts are a new savings vehicle designed to give chi...

09/23/2026

Cassaday & Company's Inaugural Employee Field Day and Chili Cook-Off was a success! 🏆

Last Thursday, our team spent the afternoon competing, cheering one another on, and settling the question of who makes the best chili. At Cassaday & Company, our people are our greatest asset, and time spent connecting as a team is time well spent. We are already looking forward to next year.

Be on the lookout for Office Manager Lisa Adams' winning chili recipe in our upcoming end-of-year newsletter. Trust us, you'll want to make your own batch!