Chesapeake Wealth Advisors of Janney Montgomery Scott LLC

06/17/2026

Summer is a good time for plan sponsors to revisit key fiduciary responsibilities, from investment reviews and fee assessments to timely deposits and documentation. Use this quick checklist to help keep your retirement plan review process on track.

06/15/2026

In its 2026 Mid-Year Update, Janney’s Investment Strategy Group shares its outlook for the economy, equity and fixed-income markets, and key investment implications for the remainder of the year.

Read here: https://bit.ly/3SI7Zpi

06/14/2026

Today, we celebrate the enduring symbol of our freedom and unity—happy Flag Day.

06/12/2026

Check out the first of our informational video mini-series: The Chesapeake Perspective!

Today's topic: The Stock Market 📊

Market volatility is a normal part of investing and understanding how markets have historically experienced periods of growth and decline can help investors make informed decisions. In this video, Chesapeake Wealth Advisors Managing Director and Financial Advisor Michael Porter discusses market volatility and considerations often associated with long-term investment approaches.



Investing involves risk, including the possible loss of principal. Long-term investment strategies, including buy-and-hold approaches, do not guarantee a profit or protect against loss in declining markets. Investment decisions should be based on an investor's individual goals, time horizon, and risk tolerance. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you.
Watch now to learn more 🤓

06/11/2026

Planning for a longer life starts with planning for sustainable income in retirement. This article highlights key considerations for building an income strategy that aligns with your long-term goals.

Read more: https://bit.ly/4gk810m

06/08/2026

This month, our Investment Strategy Group explores what’s next for the Strait of Hormuz, key considerations for bond investors, and the New York Stock Exchange’s 234-year history.

Read the June report here: https://bit.ly/4xh4eac

06/04/2026

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strategy Group will share timely perspectives on the forces shaping today’s market environment and what to watch in the months ahead. Don’t miss it! Register here: https://bit.ly/4e9gNMl

05/28/2026

Recent updates are reshaping how families can use and benefit from 529 plans.

With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.
Read the full article here: https://bit.ly/4dQfEca

05/27/2026

Real yields can provide useful context when evaluating fixed income markets, especially as investors continue to assess inflation, interest rates, and portfolio positioning.

In Janney’s 2026 update, Guy LeBas revisits Janney Investment Strategy Group's Real Yields model and explains how it can help frame the outlook for bond market returns. Read the full report.

Two years ago, we introduced our Real Yields model of forward returns in the US bond markets. As of mid-May 2026, following an unexpected spike in interest rates, modeled returns projections are now at their highest point in more than two years.

05/26/2026

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strategy Group will share timely perspectives on the forces shaping today’s market environment and what to watch in the months ahead. Don’t miss it! Register here: https://bit.ly/49jikOb