Cassaday & Company, Inc.

06/10/2026

This , we wanted to highlight a quote from one of our long-term clients.

"Your focus, client rapport, and conspicuous effectiveness as a wealth advisor have kept you #1 on our list since the beginning of our long relationship. Keep up the wonderful service you provide us and all of your clients."

Building lasting relationships with our clients is at the heart of everything we do at Cassaday & Company. It is a privilege to earn and keep that trust year after year.

Click the link to read more client success stories: https://cassaday.com/testimonials/?utm_source=facebook&utm_medium=social&utm_campaign=evergreen-web-post&utm_content=client-testimonials-2

06/08/2026

We’re excited to share that nine of our financial advisors were named to the Forbes Best-In-State Wealth Advisors list for 2026!

Learn more about the award and view the full ranking list below.

The 2026 Forbes Best in State Wealth Advisors List ranks the top financial advisors across America. Click to find the best financial advisor in your state today. (edited)

06/04/2026

Cassaday & Company has been named a 2026 Best Places to Work by the Washington Business Journal. This is the 17th year our team has been recognized.

This award recognizes the top 100 employers across the Greater Washington region based on an independent employee engagement survey, evaluating trust in leadership, team dynamics, and overall morale.

Being named to this list, year after year, speaks to the culture Steve Cassaday has cultivated since the firm's founding in 1993.

We are honored by this recognition, and incredibly proud of the team that earned it.

06/02/2026

Please join us in congratulating Alex Karkeek, CFP®, CMFC on his 15-year anniversary with Cassaday & Company! 🎉

Alex joined the firm in 2011 as a Research Associate — but his connection to Cassaday & Company goes even further back. Originally from the United Kingdom, Alex came to the U.S. to play Division I golf at Radford University, where he first crossed paths with Steve Cassaday. From there, the rest is history.

Over the past 15 years, Alex has advanced from Research Associate to Vice President to Partner and Financial Advisor. He is a senior member of the firm's Investment Policy Committee and serves on the board of trustees for the Cassaday & Company Donor-Advised Fund, where he plays an active role in supporting meaningful causes in our community.

We are so grateful to have Alex as part of the Cassaday & Company family. His dedication to his clients, his colleagues, and the firm’s mission over the past 15 years has made a lasting impact, and we couldn’t be prouder to celebrate this milestone with him.

Here’s to many more years ahead. Congratulations, Alex!

05/29/2026

Happy 529 Day! 🎓

Did you know that a 529 Savings Plan is one of the most flexible and tax-advantaged tools available for funding a child or grandchild's education — and that the list of qualified expenses is broader than most families realize?

In our latest article, Ryan Muscatella, CFP®, APMA®, breaks down everything families need to know about 529 college savings plans, including:

- The difference between prepaid tuition plans and college savings plans
- The tax benefits and flexibility that make 529 plans stand out
- What qualifies as a covered expense
- How to utilize leftover funds, including a newer SECURE 2.0 rollover benefit
- What families should know about the real Cost of Attendance at four-year colleges today

Whether you are just getting started or looking to make the most of an existing account, this is a helpful read for any family incorporating education planning into their broader financial plan.

Read the full article here: https://cassaday.com/college-planning-strategies-what-is-a-529-plan-and-how-could-it-impact-your-financial-plan/

05/21/2026

Few financial topics generate as much confusion as annuities.

Much of the skepticism surrounding this complex category of products stems from misunderstanding. Knowing how annuities work is crucial to determining whether they belong in your financial plan.

Join Cassaday & Co. Director of Advanced Strategies Carmen Bississo, CFP®, CLU®, CIMA®, AIF®, CLTC, CAS®, CFS®, for this educational session as she discusses:

• Common misconceptions and the realities behind them
• The financial needs annuities are designed to address
• When an annuity may not be the right tool
• How Cassaday & Co.'s Advanced Strategies team helps clients evaluate options

At Cassaday & Company, annuities are evaluated as part of a client’s broader financial plan — coordinated alongside investment management, tax strategy, estate planning, and retirement income planning. Our Advanced Strategies team helps clients evaluate options and provides ongoing guidance and oversight as part of our integrated wealth management approach.

If you are unable to attend live, we encourage you to register — all registrants will receive a recording of the presentation afterward.

Our services are generally best suited for individuals and families with $1 million or more in investable assets.

REGISTER HERE: https://event.on24.com/wcc/r/5364323/CBB9D204CC9099D9C1AC5D742F8FD1FE

05/21/2026

Cassaday & Company will close at 1 PM this Friday, May 22nd, in observance of Memorial Day, and will reopen with the markets on Tuesday, May 26th.

Did you know? Waterloo, New York, is recognized as the official birthplace of Memorial Day, designated by President Lyndon B. Johnson in 1966.

Wishing all our clients and their families a safe and meaningful holiday weekend.

05/20/2026

Please join us in congratulating Christian Hansen on his 10-year anniversary with Cassaday & Company!

Since joining the firm in 2016 as a paraplanner straight out of college, Christian has grown into his current role as Vice President and Financial Advisor, where he provides clients with the highest level of comprehensive and proactive service. He embodies the core values of our firm, exhibiting a passion for excellence in all he does – and he carries that same standard forward by mentoring the next generation of financial professionals at the firm.

Beyond his work with clients, Christian serves on the board of trustees for Cassaday & Company's Charitable Fund, helping shape the fund's impact in our community. He is also an active volunteer with Special Olympics, serves as Treasurer of the Special Olympics Virginia Young Professionals Board, and is a proud Special Olympics golf partner to his younger brother.

When he's not supporting our clients or the community, Christian enjoys playing golf, snowboarding, and spending time with friends and family near his home in Falls Church, Virginia.

Thank you, Christian, for 10 years of dedication and care. We're so grateful to have you on our team! 👏

05/18/2026

We are thrilled to announce that Chairman, Founder, and CEO Steve Cassaday has once again been recognized by Barron's as a Top 100 Financial Advisor in the Nation for 2026!

This recognition highlights the nation's finest wealth managers who consistently raise the bar for excellence in the financial industry. Steve's continued presence on this list for 11 consecutive years reflects the dedication he brings to Cassaday & Company, Inc., and our clients.

Please join us in congratulating Steve on this tremendous accomplishment!

View the full list here: https://www.barrons.com/advisor/report/top-financial-advisors/100?page=1&

05/08/2026

Our Director of Advanced Strategies, Carmen Bississo, CFP®, CLU®, CIMA®, AIF®, recently had the opportunity to speak at the Barron's Advisor Independent Summit on "Annuities for Skeptics: A Fiduciary Framework for Deciding When They Make Sense."

The question isn't whether annuities are good or bad — it's whether they make sense for a client's specific situation and circumstances. In the right context, annuities can be highly effective. In the wrong context, they can create more friction than value.

At Cassaday & Company, annuities are evaluated as part of each client's broader financial plan — coordinated with investment management, tax planning, estate planning, and retirement income strategies. Our involvement doesn't end at purchase. Our Advanced Strategies team provides ongoing contract review, performance monitoring, and investment allocation oversight to ensure the intended benefits are realized over time.

We are proud to have Carmen leading this area of our firm and helping support the disciplined evaluation and ongoing management of complex planning strategies for our clients.