New & Noteworthy

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

Chevy Chase Trust | Account Information

Details regarding the timing and availability of your Chevy Chase Trust account tax forms.

Chevy Chase Trust | Account Information | 2019 Tax Documents

Details regarding the timing and availability of your Chevy Chase Trust account 2019 tax forms.

Tax-Savvy Giving Strategies May Provide Some Relief for High-Income Earners, by Susan Freed, CFP®

What can an individual do to avoid higher taxes when faced with the loss of significant deductions?

Named to List of Washington DC’s Best Financial Advisers

What makes our client experience so remarkable? Our personal service. At Chevy Chase Trust, we have built a firm that’s […]

Laly Kassa, Managing Director at Chevy Chase Trust, answers questions about Giving Tuesday and the tax benefits of charitable donations.

Laly Kassa featured on Fox 5 News

Laly Kassa, Managing Director at Chevy Chase Trust, answers questions about Giving Tuesday and the tax benefits of charitable donations.

Michael A. Coke, President and Co-founder of Terreno Realty Corporation, discusses industrial real estate in an urban environment at Chevy Chase Trust’s 2017 Fall Investment Symposium.

Mike discussed how real estate investors are changing their perspective when it comes to investing in urban areas. “D.C. itself has become the draw [in industrial real estate]; we’ve actually been shifting our investment focus from being in the suburbs to the city itself.”

To view Mike’s full presentation, click here.

Important Disclosures

Industrial Real Estate in an Urban Environment

Michael A. Coke, President and Co-founder of Terreno Realty Corporation, discusses industrial real estate in an urban environment at Chevy Chase Trust's 2017 Fall Investment Symposium.

A Message from Robert B. Bellinger

As the devastation in the wake of Hurricane Harvey continues in Texas and Louisiana, the employees at ASB Real […]

There’s one major thing everyone gets wrong about Amazon and the retail apocalypse

From Business Insider: Amazon and the rise of online shopping have been repeatedly blamed for the staggering rate of store closures and bankruptcies disrupting the retail industry in the US.

The industrial robotics market will nearly triple in less than 10 years

From re/code: Collaborative robots are expected to account for a third of that market.

Warehouse Startup ShipBob Raises $17.5 Million Amid Expansion Push

From the Wall Street Journal: Funding round to allow company to open e-commerce distribution centers in more cities.

Leslie Smith, Senior Advisor at Chevy Chase Trust, advises on marital finances and financial independence.

Leslie Smith featured on News Talk, NewsChannel 8

Leslie Smith, Senior Advisor at Chevy Chase Trust, advises on marital finances and financial independence.

Spencer Smith discusses the effects of automation on today’s workforce.

Spencer Smith featured on News Talk, NewsChannel 8

Spencer Smith discusses the effects of automation on today’s workforce.

A message from our former President & CEO

I like to think of Chevy Chase Trust as an investment think tank.

Artificial Intelligence Looms Larger in the Corporate World

From The Wall Street Journal: Artificial intelligence, long a subject of fanciful forecasts, is starting to enter the corporate world in a much bigger way, as costs decline and the need increases to identify patterns within ever-growing troves of business data.

Artificial intelligence is getting more powerful, and it’s about to be everywhere

From Vox: Even if you’ve dismissed AI technology in the past, there are two big reasons to start taking it seriously.

A.I. versus M.D. – What happens when diagnosis is automated?

From The New Yorker: In some trials, “deep learning” systems have outperformed human experts.

A conversation with AI pioneer Yoshua Bengio

From Microsoft: When Microsoft acquired deep learning startup Maluuba in January, Maluuba’s highly respected advisor, the deep learning pioneer Yoshua Bengio, agreed to continue advising Microsoft on its artificial intelligence efforts.

A New Paradigm for Investors

If the only thing that is constant is change, then why is change changing? While the annoying receipt of ninety-seven […]

The Products Chinese Consumers Want – Harvard Business Review

Learn about how China’s consumers are changing and how companies might alter their plans for growth. The Products Chinese Consumers […]

Post Holiday Review

It was a "turkey" of a week, with the S&P down 4.7%, its worst Thanksgiving trading week since 1932. Global equity markets continued to show weakness. The Dow is at its lowest level in six weeks.

The Good, the Bad and the Ugly: A Look at Last Week’s Economic News

Here's a quick rundown of what happened last week in what we like to divide up in three categories we can all relate to: The Good, The Bad and The Ugly.

China’s Stubbornly High Food Prices – Gordon Orr – Harvard Business Review

Inflation rates and high food prices continue to rise in China. China’s Stubbornly High Food Prices – Gordon Orr – […]

KFC’s Radical Approach to China – Harvard Business Review

KFC achieves its mass expansion targets in China by adapting US strategies. KFC’s Radical Approach to China – Harvard Business […]

Market Updates: Tricks and Treats

After a scary third quarter in the global financial markets, U.S. equity markets are poised for the largest monthly rally since October 1974.

Read this Wall Street Journal Article which Clarifies Estate Tax Portability

The Internal Revenue Service last week clarified a provision of the estate tax affecting people who die in 2011 and 2012.

Roth IRA conversion: There’s still time to recharacterize

If you converted a regular IRA into a Roth in 2010 and the value of your Roth IRA has fallen, you may want to consider undoing — or "recharacterizing" — the transaction.

Current Thinking In The Context of Recent Market Activity

Recent volatility in global stock markets is a reminder of the 2008/09 economic crisis, but the comparables are, so far, […]

The “Portable” Federal Estate Tax Exemption

The tax legislation enacted at the end of 2010, just before we were scheduled to return to a top federal estate and gift tax rate of 55% and an exemption of only $1 million, provided three significant changes in the federal estate and gift tax laws.

Watch out for new retroactive tax in D.C.

On June 14, the D.C. Council approved the $10.8 billion fiscal 2012 Budget Support Act, which included a contentious tax on non-D.C. municipal bonds.

Oil in Latin America? Colombia Deserves a Look

Two months ago in our series of blogs on oil, I highlighted Canada and its oil sands as a niche area showing great potential. With the recent pullback in oil prices, there is another region, often overlooked by investors, that offers potential.

Lessons From China’s New Urbanization

Chevy Chase Trust takes keen interest in long-term secular themes that can be the catalyst for investment ideas. Here is one: urbanization.

It’s Been A Good Two Years But A Tough Decade

U.S. stocks have roughly doubled from their nadir in the spring of 2009 and with this rally we can (at last) point to positive returns for the past 10 years — the S&P 500 is up about 35 percent over that period.

Planning Idea With New $5 Million Gift Tax Exemption

The tax bill enacted at the end of 2010 provides a $5 million exemption from federal gift tax for aggregate lifetime gifts ($10 million for a married couple). This exemption applies for 2011 and 2012, and is in addition to the $13,000 annual exclusion gifts that may be made free of federal gift tax every year.

Archives

CHEVY CHASE TRUST

Follow Us