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
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.
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.
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.
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.
Bobby Eubank, Research Analyst, discusses our current thinking about one of our global themes.
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.
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.
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.
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, recently named #1 on the annual Forbes list of Top Wealth Managers, orients its entire research process around investing in global themes.