New & Noteworthy

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

Latest News

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

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.

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.

Third Quarter, 2019

Despite strong returns this year, U.S. equity markets remain stuck in a relatively narrow 20% trading range that has prevailed for almost two years. Volatility has increased, but the long running tug-of-war between bulls and bears has yet to be resolved. Important Disclosures

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.

Investment Update, Second Quarter 2019

Some have called this the most hated bull market in history. The S&P 500 Index finished the first half of 2019 at 2,942, only slightly lower than its all-time closing high of 2,954 reached on June, 20, 2019. S&P 500 six-month return, inclusive of dividends, is an impressive 18.5%, the best first half since 1996. Important Disclosures

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.