News and Commentary
Chesapeake Insights Video Library
How to Be a Better Investor
Hear from Financial Advisor, Ryan Zemke, on improving your investment portfolio.
Should you Buy Long Term Care Insurance?
Join Jody as she discusses scenarios that may be suited for owning a long-term care policy
Handling Market Volatility
Learn about market fluctuations and how you can feel more at ease with your portfolio during uncertain times.
Professional Development
2024 Women's Advisor Forum
Jody represented Chesapeake Wealth Advisors at the 2024 Women's Advisor Forum!
2025 ELITE Financial Advisor's Conference
Michael, Jeremy, and Ryan were the invited representatives of the 2025 ELITE conference this year where they learned and shared vaulable knowledge with top financial advisors around the firm.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 14, 2026
🎉 We are beyond thrilled to announce that Chesapeake Wealth Advisors, for the third consecutive year, have been named to the 2026 Forbes Best in State Wealth Management Teams list (Ranked #2!)🏆
Check out the full listing ⬇️
https://www.forbes.com/lists/wealth-management-teams-best-in-state/
This achievement wouldn’t be possible without the trust and support of our amazing clients. We are truly grateful for the opportunity to serve you and help guide you toward your financial goals.
We promise to continue delivering exceptional service at an award-winning caliber as we move forward. Thank you for believing in us — we’re honored to be a part of your financial journey.
Here’s to continued success and growth! 💼💙
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
