Bobby Eubank, Research Analyst, discusses our current thinking about one of our global themes.
Food for Thought: Next Generation Automation
Bobby Eubank, Research Analyst, discusses our current thinking about one of our global themes.
New & Noteworthy
Explore our latest news and insigts locllay and around the globe.
Latest News
Investment Update, First Quarter 2019
The market has been on a wild ride. December 2018 was the worst December for the S&P 500 since 1931. Then, the first quarter of 2019 was the best first quarter in over 20 years. From sentiment to markets to economic data, there are a plethora of opposing extremes.
Laly Kassa featured in Barron’s: The Single Woman’s Guide to Retirement Planning
Anyone who has ever spent a frustrating few hours clothes shopping knows that one size doesn’t fit all. When it comes to retirement, many women, in particular, need a custom fit.
Ellen Perry recently sat down with Chevy Chase Trust to talk about the question she gets asked most frequently from wealthy families,“How Do I Pass on Values to the Next Generation?” Hear Ellen describe successful strategies and potential pitfalls as she draws on experience from a lengthy career advising families of great wealth.
Ellen Perry, Founder and Principal of Wealthbridge Partners, speaks with Chevy Chase Trust
Ellen Perry recently sat down with Chevy Chase Trust to talk about the question she gets asked most frequently from wealthy families.
Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on February 4, 2019 to discuss current market conditions and what they mean for investors.
Amy Raskin featured on CNBC’s Fast Money Halftime Report – February 4, 2019
Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on February 4, 2019 to discuss current market conditions and what they mean for investors.
Spencer Smith featured on IREI’s Shop Talk Podcast
What are the advantages to thematic investing — as well as the pitfalls? Spencer Smith, head of institutional investments discusses these questions on the Real Assets Adviser ShopTalk podcast.
Amy Raskin featured on CNBC’s Fast Money Halftime Report | December 2018
Amy Raskin, Chief Investment Officer at Chevy Chase Trust, recently discussed market conditions and what they mean for investors on CNBC’s Fast Money Halftime Report.
Having more money than you need can give your children a soft landing, a firm financial start, or — if you prepare them in the right way — both.
The key to meaningful conversations about family wealth management has less to do with timing and more to do with how you approach it. Larry Fisher, President of Family Wealth, shares three tips for laying the groundwork for continued financial stability.
Food for Thought: When and How to Speak to the Next Generation About Wealth
We are asked a lot of questions about when and how to speak to the next generation about wealth. So as food for thought, we are sharing the answers.
Investment Update, Fourth Quarter 2018
Just as investors were settling in for a modestly positive year, U.S. equity markets sold off sharply in the fourth quarter. The sell-off rattled market participants. In this environment, keeping our heads about us and trusting ourselves is critical to achieving long-term investment success, particularly with doubters all around us.
Chevy Chase Trust Supports Community Foundation’s Annual Celebration of Giving
On Thursday, November 1, 2018, The Community Foundation of Montgomery County hosted its annual Celebration of Giving.
Leaders & Lunch: Passing on Values to the Next Generation
On November 28, 2018, Chevy Chase Trust hosted Leaders & Lunch featuring Ellen Perry, Founder and Principal of Wealthbridge Partners, who spoke about “How to Pass on Values to the Next Generation.”
Food for Thought: Why Invest in Individual Bonds Versus Mutual Funds and ETFs?
We receive a lot of questions about investing in individual bonds versus mutual funds, so as Food for Thought we are sharing the answers.
Chevy Chase Trust Wealth Access Client Portal
Chevy Chase Trust will be converting to a new Trust Accounting System the weekend of December 1-2, 2018. During this time, clients will not be able to access account information in CConnect. We apologize for this inconvenience.
Tom Cholis, featured speaker for Washington, D.C. Estate Planning Council event
Chevy Chase Trust Senior Advisor Tom Cholis was a featured speaker for the Washington, D.C. Estate Planning Council’s “Inside the Members’ Heads” on Wednesday, March 15, 2017.
Blake Keeley Doyle Joins Chevy Chase Trust
Blake Keeley Doyle has joined the firm as Managing Director to build its institutional client business.
Chevy Chase Trust’s thematic investing approach featured in Forbes article on “Investing Beyond the Trends”
Chevy Chase Trust, recently named #1 on the annual Forbes list of Top Wealth Managers, orients its entire research process around investing in global themes.
Important Disclosures
Important Disclosures
Freed Advisors joins Chevy Chase Trust
BETHESDA, MD — Peter M. Welber, President and CEO of Chevy Chase Trust, announced today that the highly-regarded wealth management firm in Washington D.C., Freed Advisors, has joined the Chevy Chase Trust team.
Amy P. Raskin Joins Chevy Chase Trust as Chief Investment Officer
Chevy Chase Trust announced today that after a national search, Amy P. Raskin has joined the firm as Chief Investment Officer.
Founder of Beers & Cutler to Join Chevy Chase Trust
Re-printed from the Washington Business Journal: Chevy Chase Trust has added a big name to its roster. John Cutler, a […]