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…
What you should do after winning the Powerball jackpot?
We thought we would have some fun with this as Powerball fever sweeps the nation. Someone, somewhere in America or a group of people are about to have their live’s changed forever. We have all heard about the horror stories…
2015 year end tax and financial planning letter
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…
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…
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,…
CFA and Schwab Alliance offer new password options
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…