Cassaday & Company, Inc.

Did you know that Cassaday & Company has an Estate Planning department? JM LAW, PLLC attorneys – who have over 35 years of combined Estate Planning experience – form the core of this department, providing strategic advice and estate planning services directly to Cassaday clients. Be sure to follow JM LAW, PLLC for helpful resources and all of the latest updates. https://lnkd.in/eD5-Ny6f

With only one week until election day, speculation is mounting over how investments and markets will respond to the outcome. In this short clip, Steve Cassaday explains that while uncertainty can lead to market fluctuations, historical data shows that stocks often rebound and rise after elections.  Steve urges investors to avoid knee-jerk reactions to political events and opt for a diversified investment strategy that withstands political cycles. Watch the full video for insights on how to navigate these turbulent times: https://lnkd.in/dJrdg5ND

Having first connected with our firm as an event photographer many years ago, Natalia officially joined Cassaday & Company, Inc. in 2019, following in the footsteps of her sister, Anna Amirsoltani, who serves as the firm's Controller.   Now as the Accounts Payable Specialist, Natalia assists with accounting and bookkeeping functions, providing data entry and analysis, and preparing reports. Her behind-the-scenes contributions ensure our firm's daily operations run smoothly and effectively.    Thank you, Natalia, for your unwavering commitment these past five years. We're fortunate to have you as part of the Cassaday team.

We had a fantastic time at our 9th annual Boo at the Zoo event on Saturday, October 18th at NOVA Wild! Clients, friends, and families dressed to impress in their cutest and spookiest costumes while enjoying up-close and personal experiences with animals.  The afternoon included a guided safari experience, a petting zoo, animal encounters, and a catered lunch from Paisano’s Pizza and Chick-fil-A.  So Others May Eat (S.O.M.E), one of Cassaday & Company’s charitable fund recipients, was on-site again this year to accept canned food donations from guests. Thank you, S.O.M.E, for your continued dedication to tackling hunger in our community, and to our guests for generously donating!  We would also like to give a special thank you to Joy Asico of Asico Photo for capturing all the wonderful memories from the afternoon, as well as the Nova Wild team for hosting us once again! 

Did you know that October is Estate Planning Awareness Month? As the year winds down, now is a perfect time to review your estate planning documents. Are they: ✅ Accurate?  ✅ Up-to-date?  ✅ Aligned with your current wishes? Remember, major life changes like marriages, births, deaths, or new assets can impact your estate plan. Our complimentary, in-house estate planning team, JM LAW, PLLC, is here to help ensure your legacy is protected. 

With just two weeks until election day, many are wondering how the presidential outcome might affect their investments. Let's explore an interesting scenario: Imagine three hypothetical investors over the past 70 years. One invested only during Republican administrations, another only during Democratic administrations, and the third stayed consistently invested throughout.  Curious about the potential outcomes? Watch the short clip below to find out what would happen, and what that means for you and your portfolio going into the 2024 presidential election! To view the full video, click here: https://lnkd.in/dJrdg5ND  

Today we proudly celebrate 31 years of Cassaday & Company, Inc.! 🎉   In 1993, at a time when most financial advisors were tied to Wall Street firms, Stephan Cassaday broke from industry norms to pursue independence. On October 15th, 1993 – 31 years ago today – Cassaday & Company, Inc. was established to fulfill Steve’s vision of providing objective, client-focused advice free from corporate agendas and interests.   To our valued clients: thank you for entrusting us with your family's financial future. Being able to share in the very best moments of your lives, and those of your loved ones, or be a source of comfort and support during the most challenging times is truly a gift of this business. We are greatly appreciative for your loyalty and support, and it is an honor to work with you. We look forward to many more years of serving you and your family!  

October is Cybersecurity Awareness Month! In today's digital landscape, clients are frequently seeking advice on safeguarding sensitive data and personal information. A vital first step in protecting your digital assets is to create a strong password. Chad Cassaday, CMFC, our Director of Information Technology, shares 4 essential tips for crafting secure passwords. To learn more about protecting your personal data, watch Chad’s recent webinar, “Cybersecurity and Finance: How to Stay Safe Against Digital Threats.” Click here to register and access this on-demand webinar: https://lnkd.in/dFR-huKJ

October 6th is National Coaches Day! Did you know that Cassaday & Company, Inc. has an in-house Career and Life Transitions Coach to assist our clients with major life changes? In 2021, Jennifer L. joined our team to assist clients in making informed, thoughtful decisions about retirement, career transitions, and general wellbeing. Founder and CEO Stephan Cassaday sat down with Jennifer to discuss her unique service offering, what coaching is, and how it benefits our clients. To learn more, watch the video below!  https://lnkd.in/ed2NcNfc

Earlier this week, three of our Virginia Tech alumni returned to their alma mater to engage with the next generation of financial professionals in the Virginia Tech - Pamplin College of Business! Sarah Mouser, CFP®, CTS™, CES™, CCFS®, ELA™, Emma G., and Maya Monsour presented to students, introducing them to the wealth management industry and its diverse career opportunities. At Cassaday & Company, we are committed to nurturing emerging talent and giving back to our community. It's always a pleasure to connect with bright, motivated students. A big thank you to the students for their participation, and to Jesse Lineberry, MSF, CFP® for fostering such a vibrant learning environment for students on the CFP track!