First Quarter, 2020
We are in the midst of a healthcare crisis and a financial crisis. The combination of a rapidly spreading novel coronavirus and dramatic swings in global financial markets creates unprecedented challenges.Important Disclosures
New & Noteworthy
Explore our latest news and insigts locllay and around the globe.
Latest News
Chevy Chase Trust Ranks: Barron’s Top 50 RIA Firms 2019
At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working. Barron's Top Financial Advisors recently ranked us among the highest in their Top 50 list.
Fourth Quarter, 2019
2019 was a good year for almost all asset classes. The S&P 500 total return of 31.5% was the second best in the last 20 years.
Important Disclosures
Important Disclosures
Chevy Chase Trust shares ideas about how to maximize your giving strategy.
Food for Thought: Maximizing Your Charitable Donations
Chevy Chase Trust shares ideas about how to maximize your giving strategy.
Andrew Marshall, Portfolio Manager and Research Analyst, discusses our thematic investing approach to the Health Care Revolution.
Food for Thought: The Health Care Revolution
Andrew Marshall, Portfolio Manager and Research Analyst, discusses our thematic investing approach to the Health Care Revolution.
College Funding Tips from Laly Kassa
While deciding on the best way to save for college depends on your family’s unique situation, for many, the 529 plan offers the most flexibility and tax advantages.
Andrew Marshall, Equity Portfolio Manager and Macroeconomic Research Analyst, discusses our current thinking about one of our global themes.
Food for Thought: Personalized Medicine
Andrew Marshall, Equity Portfolio Manager and Macroeconomic Research Analyst, discusses our current thinking about one of our global themes.
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.
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.
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.
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.
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’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