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.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
