New & Noteworthy

Explore our latest news and insigts locllay and around the globe.

Latest News

Chevy Chase Trust Ranks: Barron’s Top 100 RIA Firms 2020

At Chevy Chase Trust, we specialize in global research and thematic investing informed by careful planning, and it's working. Barron's just named us to their 2020 list of Top 100 RIA Firms.

Q & A with Dan Serra CFP®, Vice President

At Chevy Chase Trust, we help clients maintain and grow their long-term wealth. Meet Dan Serra, CFP® and Vice President.

With interest rates low, now may be a good time for transfer of wealth.

Food For Thought: Estate Planning

With interest rates low, now may be a good time for transfer of wealth. Learn about some compelling options.

Chevy Chase Trust: Financial Times 300 Top Registered Investment Advisers 2020

Chevy Chase Trust is proud to announce its top ranking in the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.

Q & A with Marc K. Wishkoff, Head of Business Development

At Chevy Chase Trust, Marc oversees the delivery of Chevy Chase Trust services to clients and coordinates with their legal, accounting and other third-party advisors.

Q & A with Jessica Frommer, Managing Director, Client Services Manager

World-class client service and the day to day client experience set Chevy Chase Trust apart from other Investment Advisory firms. Meet Jessica Frommer, Client Services Manager.

Second Quarter, 2020

After a first-quarter plunge, equity markets rebounded in the second quarter.

A Conversation with Amy Raskin, CIO

Listen to excerpts from a conversation with Amy Raskin on June 18, 2020.

Listen to nonprofit leaders in the DMW describe how they have pivoted to meet the community’s expanding needs as a result of the COVID-19 shutdown.

Important Disclosures

Chevy Chase Trust | Philanthropy Webinar

Guest speakers include The Community Foundation of Greater Washington, Manna Food, Mary’s Center and Catholic Charities.

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.

WASHINGTON (ABC7) —Having recently been named to the Forbes list of Top Women Wealth Advisors, Chevy Chase Trust’s Deb Gandy sat down with ABC7 news anchor Alison Starling to share some financial advice and a bit about Deb’s personal story. She described challenges she faced as a youth in the south during the civil rights movement and her work as one of the financial industry’s first female African American business development officers.

Important Disclosures

Washington ABC7 News | Deb Gandy

Chevy Chase Trust’s Deb Gandy sat down with ABC7 news anchor Alison Starling to share some financial advice and a bit about Deb’s personal story.

To Take or Not to Take: RMDs in 2020

The CARES Act offers a one-time opportunity to those age 70 ½ and older to forego their RMD for 2020. Susan Freed, CFP® answers questions about the important considerations involved in making this decision.

Chevy Chase Trust ranks on the WBJ’s list of the Largest Financial Asset Managers in Greater D.C.

Chevy Chase Trust specializes in global thematic investing and careful planning. Look for us on the Washington Business Journal’s List of Largest Asset Managers.

America’s Top Women Wealth Advisors 2020 | Deb Gandy

Congratulations to Deborah (Deb) Gandy, Managing Director at Chevy Chase Trust, for making the Forbes 2020 list of top female wealth advisors.

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.

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.