PDF copy of the letter Click on the above link for a pdf copy of the letter. December 1, 2015 Dear Clients and Friends, Planning ahead is always a smart idea, and that’s especially true when it comes to your…
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…
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,…
Maintaining the strongest possible security standards for your sensitive data is one of our highest priorities at Chesapeake Financial Advisors. As part of our ongoing effort to this standard our clients can now create longer, more complex passwords when accessing their…
