Chesapeake Wealth Advisors of Janney Montgomery Scott LLC

10/31/2026

Enjoy the thrills, chills, and all the sweet moments that make Halloween special. Have a spook-tacular day!

10/29/2026

What trends are shaping the retirement plan experience?

In our latest PlanWise webinar, Jim Dowling, Vice President at Fidelity Investments, explores evolving participant behaviors, shifting plan sponsor priorities, and what these trends may mean for participant engagement and plan success.

Missed the live discussion? Click the link to watch the recording.

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10/28/2026

What could the midterm elections and evolving AI policy mean for investors?

Janney’s latest DC Policy Playbook explores the potential implications of developments in Washington for markets and portfolio positioning.

Take a closer look at the latest insights.

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10/22/2026

An inheritance is about more than what you leave behind. Helping the next generation understand the values, responsibilities, and decisions that come with family wealth can be an important part of preparing them for the future.

Explore ways to approach the inheritance conversation with your children: https://bit.ly/4jAT4ci

10/21/2026

Our team is thrilled to welcome Emily to our team as a Private Client Associate!

Emily joined the team in 2026 as a Private Client Associate. Prior to entering the financial services industry, she worked in social services, where she developed strong skills in client advocacy, communication, problem-solving, and managing complex and sensitive situations. Emily brings a detail-oriented and client-focused approach to the team and is committed to providing clients with a high level of service while continuing to expand her knowledge of the financial services industry.

Emily earned her bachelor’s degree in Criminal Justice and is currently pursuing her MBA. Outside of work, she enjoys spending time with her family and dogs, baking, reading, and visiting the beach.

We so excited for her to be a part of the Chesapeake team!

10/14/2026

Our Investment Strategy Group's latest Investment Perspectives shares insights on Japanese equities, the current rate-hike cycle, and what October’s history could mean for markets today.

Read the October report here: https://bit.ly/4ySzFIu

10/08/2026

AI is making common scams more convincing. From voice cloning to polished phishing messages, knowing the warning signs can help you pause and verify before taking action.

Learn how to identify AI-enabled scams and help safeguard your information: https://bit.ly/4yGj4Yr

09/24/2026

Life insurance can be more than a tool for income replacement. In the right circumstances, it may also play a role in estate planning—providing liquidity, supporting wealth transfer goals, and preserving a legacy for future generations.

Explore why life insurance may be worth considering as part of a broader estate plan: https://bit.ly/4iI1k9O

09/17/2026

The Federal Reserve raised overnight interest rates by 0.25%, marking the first major policy action under Chair Kevin Warsh.

Read the full commentary from Janney’s Investment Strategy Group as they examine the Fed’s incremental approach, the outlook for additional rate hikes, and what it could mean for longer-term interest rates.

Kevin Warsh’s FOMC took their first major policy action by raising the target for overnight interest rates by 0.25% to a range of 3.875%-4.125%.

09/15/2026

With a new school year underway, it’s a good reminder of how quickly milestones can arrive.

Whether college is a few years away or further down the road, education costs can be an important part of a family’s broader financial picture. Reach out if you’d like to discuss how education planning fits into your financial goals.