Actionable perspective on macroeconomic trends, cybersecurity safeguards, estate legislation, and long-term portfolio discipline.
Authoritative educational articles authored by our Delaware advisory team and Janney's corporate investment strategists.
Cybersecurity
Sophisticated cybercrime vectors targeting high-net-worth investors include AI-voice clone impersonation, smishing/vishing schemes, SIM swapping, and public Wi-Fi credential eavesdropping. Defensive measures include hardware security keys, credit freezes, and verified phone callbacks.
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Digital Safety
Best practices for multi-factor authentication (MFA), adopting 16+ character passphrases, utilizing dedicated enterprise password managers, and disabling SMS verification in favor of authenticator applications across your financial and email ecosystem.
Estate & Trusts
An analysis of Revocable Living Trusts, Irrevocable Life Insurance Trusts (ILITs), Delaware Asset Protection Trusts, Special Needs Trusts, and Grantor Retained Annuity Trusts (GRATs), highlighting Janney's corporate trust partnerships for professional administration.
Life Transitions
A step-by-step checklist covering beneficiary designations, titling real property, consolidating 401(k) and IRA assets, evaluating Backdoor Roth contributions, establishing emergency reserve targets (3–6 months), and umbrella liability coverage.
Portfolio Design
Why asset allocation accounts for over 90% of long-term return variability. Explores strategic versus tactical rebalancing, correlation metrics between asset classes, and disciplined risk-budgeting within an SEC-registered fiduciary framework.
Macro Strategy
Mark Luschini analyzes how labor market resilience drives 70% of U.S. GDP, while Guy LeBas reviews Treasury auction sizing, TBAC consultations, and Federal Reserve balance sheet normalization policies.
Short, focused educational modules breaking down essential wealth questions featuring our Delaware financial advisors.
Video • 6 Mins
Financial Advisor Ryan Zemke, CFP® reviews the psychological pitfalls of market timing, the cost of emotional trading, and strategies for sticking to your long-term plan.
Video • 8 Mins
Perspective on navigating short-term market pullbacks, why drawdowns are a normal feature of equity investing, and maintaining structural liquidity reserves.
Video • 7 Mins
Financial Advisor Jody Boyer, CFP® examines the rising cost of nursing care, hybrid asset-based LTC policies, and family estate asset protection structures.
Our advisors continually sharpen their technical expertise alongside national thought leaders to bring institutional innovation to Delaware families.
Held in Philadelphia, PA. Financial Advisor Jody Boyer presented at the "Steal the Idea" session, detailing successful formats for client financial literacy dinners.
Michael Porter, Jeremy Lambert, and Ryan Zemke joined top national Janney teams to benchmark best practices in private wealth consulting and succession governance.
Attended by Michael Porter, Jeremy Lambert, and Jason Bentley. Addressed macro trends with Lauren Goodwin (New York Life), alternative investments with Terry Simpson (Ares), and AI integration with Janney COO Brett Riggi.
Ongoing CE requirements across CFP®, AIF®, CEPA®, AWMA®, CLTC®, and CRC® credentials ensuring client strategies reflect current legal and financial standards.
Access past webinar summaries and register for upcoming educational seminars hosted by Chesapeake Wealth Advisors.
Annual Outlook
Chief Investment Strategist Mark Luschini and Fixed Income Strategist Guy LeBas provide macroeconomic projections, interest rate forecasts, and sector allocations for the year ahead.
Mid-Year Check-In
A mid-year review evaluating corporate earnings resilience, Federal Reserve interest rate recalibration, inflation trends, and portfolio positioning for the final half of the year.
Tax & Estate
Analysis of the One Big Beautiful Bill Act (OBBBA), sunsetting tax provisions, estate exemption limits, and charitable gifting strategies presented by Janney Senior Financial Planners Jay Guyer, J.D. and Kathleen Stewart, J.D.
Healthcare Planning
Demystifying Medicare Parts A, B, C, and D, enrollment penalty avoidance, Medigap options, and supplemental healthcare budgeting, presented in partnership with Carlo Cordasco (Nationwide).
Our Wilmington and Lewes advisors are available to discuss how current market trends, tax shifts, and interest rate policies affect your personal wealth plan.
