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It’s Tax time.

Chesapeake Financial Advisors & Charles Schwab offer automatic downloads of your tax forms. Schwab changed the 2016 mailing dates for the 1099 Composite and Year-End Summary tax report. This change was implemented due to an increase in the number of…

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5 Keys to a Long Term Strategy in a Volatile Market

Five Keys to maintaining a Long Term Strategy: Maintain Perspective– quick impulse decisions can undermine long-term growth. Patience has rewarded stock holders throughout history. Know your Goals– Focus on your investing objectives and keep your systematic investment approach to reaching…

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A Shift to Value?

Over the last several weeks we have seen a sharp drop in the stock market. Is this a simple correction or something more? Or could there be something else going on? It is hard to turn on the financial news…

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Tax loss harvesting energy investments

Your year end tax and investment plan should include tax loss harvesting your energy investments. If you hold energy sector investments in your taxable investment accounts chances are you have loses.  Now could be a good time to do a…

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Q3 2015 Market Commentary

The markets just wrapped up their worst quarter in five years. All three major indices entered correction mode during some point in the quarter, meaning they had dropped 10% below their recent highs. For the quarter, the S&P 500, DOW,…

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