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.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
