New & Noteworthy

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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.

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.

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.
Chevy Chase Trust - Investment Update, Fourth Quarter 2018

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.

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.