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.
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. Learn about some compelling options.
Chevy Chase Trust is proud to announce its top ranking in the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
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.
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.
After a first-quarter plunge, equity markets rebounded in the second quarter.
Listen to excerpts from a conversation with Amy Raskin on June 18, 2020.
Guest speakers include The Community Foundation of Greater Washington, Manna Food, Mary’s Center and Catholic Charities.
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.
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.
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.
During Pillsbury’s April 2020 webinar "Capital Markets, Credit, and Investing: The Road Ahead."
Congratulations to Deborah (Deb) Gandy, Managing Director at Chevy Chase Trust, for making the Forbes 2020 list of top female wealth advisors.
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.
Elizabeth Kearns, Vice President at Chevy Chase Trust, discusses changes you should consider.
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27, 2020.
What you should know about investment management fees.
We recently sat down with Bobby Eubank, Equity Research Analyst at Chevy Chase Trust, to learn more about his background.
Want to avoid common mistakes that many investors make?
Details regarding the timing and availability of your Chevy Chase Trust account tax forms.
Chevy Chase Trust shares ideas about how to maximize your giving strategy.
In November 2019, Chevy Chase Trust was featured as Marylands’s Best Financial Advisers in Washingtonian Magazine.
As thematic investors, we study secular trends, disruptive innovations and economic forces with the potential to reshape the world. Personalized medicine is a case in point.
We recently sat down with Laly Kassa, who helps high net worth individuals, foundations, and non-profits with financial strategy at Chevy Chase Trust.
On November 4th, 2019, Chevy Chase Trust supports the 2019 Empty Bowls Bethesda.
Bethesda Magazine spotlights Najmah Abdur-Rahman's time in the Urban Alliance internship program with Chevy Chase Trust’s Amy Newman, Senior Trust Officer.
Andrew Marshall, Portfolio Manager and Research Analyst, discusses our thematic investing approach to the Health Care Revolution.
On September 18, 2019, volunteers from Chevy Chase Trust headed into downtown D.C. to help support Catholic Charities’ St. Maria’s Wednesday Night Meal Program.
We believe that long-term secular trends influence theme development, the macroeconomic environment and investment markets. One of the most important and enduring secular trends is demographics in terms of economic impacts.
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.
What can an individual do to avoid higher taxes when faced with the loss of significant deductions?
Congratulations to Chevy Chase Trust’s Amy Newman, Senior Trust Officer, for being named by Montgomery County’s Urban Alliance as Mentor of the Year for her work with high school interns.
Andrew Marshall, Equity Portfolio Manager and Macroeconomic Research Analyst, discusses our current thinking about one of our global themes.
Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on June 21, 2019, to discuss current market conditions and what they mean for investors.
Corporate debt, collateralized securities and even stocks may not sound like the sort of assets money managers would seek out for their haven qualities.
Thematic investing involves capitalizing on secular trends, disruptive innovations and economic forces that are reshaping the world.
As thematic investors, we look for phenomena that are transforming economic prospects across multiple industries.
Bobby Eubank, Research Analyst, discusses our current thinking about one of our global themes.
Ellen Perry recently sat down with Chevy Chase Trust to talk about the question she gets asked most frequently from wealthy families.
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 will be converting to a new Trust Accounting System the weekend of December 1-2, 2018. During this time, clients will not be able to access account information in CConnect. We apologize for this inconvenience.
We receive a lot of questions about social security benefits and as food for thought, we are sharing the answers on when is the best time to collect.
On October 3, Chevy Chase Trust hosted Health Insights 2018, a program featuring three experts in the areas of genetic testing, the microbiome and the mind-gut relationship.
A 501c3 nonprofit public charity, Less Cancer focuses on addressing preventable cancers through education and continuing medical education for healthcare providers, including physicians, nurses and public health professionals.
As Nvidia makes deep inroads into AI, its share price is skyrocketing. Bobby Eubank, Equity Research Analyst weighs in.
From Real Assets Adviser: The private wealth business is facing a persistent and decades-old personnel crisis. Marc Wishkoff, Managing Director, weighs in on what will it take to attract the next generation of advisers.
From U.S. News & World Report: While many people relocate to retirement communities after they leave the workforce, some Americans are moving to one before stepping away from the office. Laly Kassa, Managing Director weighs in.
We recently sat down with Ed Dobranetski, a Managing Director at Chevy Chase Trust, to learn more about his background and how he became interested in investment management.
The S&P 500 Index began 2018 with an initial surge from 2,674 to a high of 2,873 on January 26th.
Today in the retail industry we're seeing that traditional brick-and-mortar stores are struggling despite a relatively healthy economy.
Every client at Chevy Chase Trust receives comprehensive financial planning.
In some ways, thematic investing is a throwback to investing in a simpler time.
On April 24, Chevy Chase Trust hosted its annual Cocktail Party and Reception at the Renwick Gallery’s exhibition “No Spectators: The Art of Burning Man.”
We recently sat down with Tapfuma Chibaya, an Equity Research Analyst at Chevy Chase Trust, to learn more about his background and what he enjoys most about his career.
As thematic investors, we look for phenomena that are transforming economic prospects across multiple industries.
From The LA Times: During his first Capital Hill appearance since taking over as Fed Chair, Jerome H. Powell suggested Tuesday that the central bank could hike its key interest rate faster than anticipated. Craig Pernick, Head of Fixed Income weighs in.
As thematic investors, we look for phenomena that are transforming cash flows and profitability across multiple industries.
From The Washington Post: The age-old question of whether to rent or buy is prominent on the minds of baby boomers who are contemplating downsizing. Laly Kassa, Managing Director, weighs in on the topic.
From The Street: Bobby Eubank, Thematic Research Analyst, provides insight on the closing of Sam's Clubs stores across the country and its affects on the retail supply chain model.
At Chevy Chase Trust's 2017 Fall Investment Symposium, Spencer Smith, Head of Institutional Investing, discusses the thematic research process.
At Chevy Chase Trust's 2017 Fall Investment Symposium, Tap Chibaya, Equity Research Analyst, presents the theme of U.S. Urbanization.
Amy Raskin, Chief Investment Officer, presents a global macro overview and the four steps of the investment process at Chevy Chase Trust’s 2017 Fall Investment Symposium.
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.
Bobby Eubank, Equity Research Analyst, presents the theme of Automation at Chevy Chase Trust's 2017 Fall Investment Symposium.
We recently sat down with Blake Keeley Doyle, Managing Director, to learn more about her background and who and what inspired her career in finance.
Spencer Smith, Director of Research, and Bobby Eubank, Equity Research Analyst, offer insight on the sporting apparel’s ambitions for improving supply chain processes.
Jeannette Roegge, Chief Fiduciary Officer, discusses how to determine whether a corporate trustee or executor might be beneficial to manage and protect assets.
Despite below-average economic growth and recurring geopolitical uncertainty, manufacturers here in the U.S. are reporting brisk business.
U.S. equity markets continued a steady climb during the third quarter of 2017.
We recently sat down with Michael to learn more about his background and how he began his career.
Read about who and what inspired her towards a career in finance and her commitment to thematic investing, the guiding principle at Chevy Chase Trust.
Global equity markets rose during the first half of 2017. In fact, annualized returns are on pace for the fifth best showing in 30 years. The MSCI All Country World Index (ACWI) generated a total return of 4.45% during the second quarter of 2017, bringing its year-to-date return to 11.82%.
Spencer Smith, Director of Research, discusses the potential impact of artificial intelligence and robotics on employment.
Chevy Chase Trust was proud to host John O. Brennan, former Director of the Central Intelligence Agency (2013-2017) on April 24, 2017.
During the first quarter of 2017, the S&P 500 Index generated a total return of 6.07%. Almost all of the gain, 5.36%, occurred between early February and early March. Since the election, the S&P has returned slightly over 10%.
On February 15, Chevy Chase Trust hosted Women and Progress, an event focused on the advancements women are making in corporate America, politics and breast cancer research.
In 2009, for the first time in world history, the number of people living in urban areas surpassed the number living in rural areas. More recently, U.S. urban population growth began outpacing suburban growth for the first time since World War II.
We are, indeed, witnessing a revolution in industrial automation. However, it is important to separate the hyperbole from the underlying economic realities.
U.S. equity markets closed higher both days after the Donald Trump victory and Republican sweep of Congress.
There has been no shortage of newsworthy events this year. We’ve endured terrorist attacks on multiple continents and a widespread epidemic, Zika.
I like to think of Chevy Chase Trust as an investment think tank.
Clients tell us they find our approach to be refreshingly straightforward. We offer careful planning, global thinking, exhaustive research and thematic portfolios. This is investing pure and simple.
Everything about Chevy Chase Trust gives our entire team the freedom to practice the art and science of creative thinking.
Thematic investing is at the core of portfolio management at Chevy Chase Trust. We believe that adherence to a thematic investment process delivers superior results over wealth-relevant time horizons.
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.