Cassaday & Company, Inc.

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!

09/22/2026

We're proud to share that Chairman, Founder & CEO Steve Cassaday has been named to Barron's 2026 Top 100 Independent Financial Advisors — marking his 19th consecutive year on the list.

Barron's ranks advisors on assets managed, revenue, and the quality of their practices. Nineteen straight years on that list isn't just a personal milestone for Steve — it reflects the consistency our whole team brings to serving clients, year after year.

Congratulations to Steve, and to everyone at Cassaday & Co. who makes this kind of consistent recognition possible.

View the full list here: https://www.barrons.com/advisor/report/top-financial-advisors/independent?mod=BOL_TOPNAV

09/16/2026

Cassaday & Company will be closing at 3:30 PM on Thursday, September 17th for an all-staff event.

We will resume normal business hours on Friday, September 18th.

Our dedicated employees play an integral role in the service and support we provide to our clients every day. To recognize their hard work and commitment, we will be closing the office 1.5 hours early on Thursday to bring our team together for our first-ever employee field day and chili cook-off.

We appreciate your understanding and, as always, thank you for the trust you place in Cassaday & Company. It is an honor and privilege to work with you.

09/14/2026

Please join us in congratulating Arpine Jamjyan on her 5-year anniversary with Cassaday & Company!

Since joining us in September 2021, Arpine has been the steady hand behind Senior Partner Christopher Krell's office. As his Executive Assistant, she keeps his team running smoothly day to day. Her dedication and attention to detail are invaluable assets not just to Chris's team, but to the firm as a whole.

Originally from Armenia, Arpine now calls Reston, VA home. Outside the office, she loves to travel and explore new cuisines from around the world, and treasures time spent with family and friends.

Thank you, Arpine, for five years of hard work and heart. We're so grateful to have you on the team!

09/11/2026

Today marks 25 years since September 11, 2001, a day that changed our country and so many lives forever.

We remember the lives lost, the families and loved ones who carry their memories, and the extraordinary courage of the first responders and everyday people who stepped forward to help others.

Twenty-five years later, we continue to honor their memory and reflect on the strength, compassion, and unity shown in the face of unimaginable tragedy.

Today and always, we remember and honor them.

09/09/2026

September is College Savings Month, but college savings is only one piece of the puzzle.🧩

To help, Cassaday & Company has developed a College Planning Checklist that walks families through the process from sophomore year of high school all the way through enrollment. This checklist includes specific guidance on financial aid applications, admissions deadlines, standardized testing, and more.

Whether you are just getting started or are in the middle of the process, this resource can help ensure nothing important falls through the cracks.

View and download the checklist below.