New & Noteworthy

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

Uncategorized

 

 

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

 

 

 

 

 

 

 

 

 

 

 

 

Important Disclosures

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

* FIRST NAME
* LAST NAME
* EMAIL
PHONE
PREFERRED METHOD OF CONTACT
* I AM INTERESTED ON BEHALF OF
* INVESTMENT LEVEL
ADDITIONAL INFORMATION ABOUT YOUR REQUEST


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

 

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

* FIRST NAME
* LAST NAME
* EMAIL
PHONE
PREFERRED METHOD OF CONTACT
* I AM INTERESTED ON BEHALF OF
* INVESTMENT LEVEL
ADDITIONAL INFORMATION ABOUT YOUR REQUEST


Chevy Chase Trust | Philanthropy Webinar

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

 

On CNBC’s Halftime Report, Amy Raskin, CIO, discusses the growth trade and how high expectations may prove to be disappointing.

 

First and foremost, Chevy Chase Trust is an investment management firm.

Everything we do is designed to pursue the potential in your investment portfolio. It requires a level of dedication—and even a philosophy—you simply won’t find in a conventional money management firm.

It also requires focus. It means we act as a fiduciary in the context of an individualized investment strategy. And to that end, we also recommend a comprehensive financial plan that informs asset allocation and other key decisions.

Read more about Financial Planning »

Equity

By investing in themes rather than managing to benchmarks, we often see surprising results. Our strategy is founded on:

  • Long-term, secular, macroeconomic focus
  • Global, multi-cap stocks
  • Rigorous individual company analyses

Read more about Thematic Investing »

Read more about Our Approach »

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

* FIRST NAME
* LAST NAME
* EMAIL
PHONE
PREFERRED METHOD OF CONTACT
* I AM INTERESTED ON BEHALF OF
* INVESTMENT LEVEL
ADDITIONAL INFORMATION ABOUT YOUR REQUEST


Amy Raskin featured on CNBC’s Fast Money Halftime Report – June 19, 2020

On CNBC’s Halftime Report, Amy Raskin, CIO, discusses the growth trade and how high expectations may prove to be disappointing.

 

Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on May 14, 2020. Hear her perspective on the economic downturn, the liquidity push, and her optimism about a Covid 19 remedy.

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

* FIRST NAME
* LAST NAME
* EMAIL
PHONE
PREFERRED METHOD OF CONTACT
* I AM INTERESTED ON BEHALF OF
* INVESTMENT LEVEL
ADDITIONAL INFORMATION ABOUT YOUR REQUEST


Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 14, 2020

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on May 14, 2020, to discuss current market conditions and what they mean for investors.

 

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

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

* FIRST NAME
* LAST NAME
* EMAIL
PHONE
PREFERRED METHOD OF CONTACT
* I AM INTERESTED ON BEHALF OF
* INVESTMENT LEVEL
ADDITIONAL INFORMATION ABOUT YOUR REQUEST


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.

 

Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on April 15, 2020, to discuss current market conditions and what they mean for investors.

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

* FIRST NAME
* LAST NAME
* EMAIL
PHONE
PREFERRED METHOD OF CONTACT
* I AM INTERESTED ON BEHALF OF
* INVESTMENT LEVEL
ADDITIONAL INFORMATION ABOUT YOUR REQUEST


Amy Raskin featured on CNBC’s Fast Money Halftime Report – April 15, 2020

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on December 31, 2019, to discuss current market conditions and what they mean for investors.

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.Important Disclosures
We hope you and your family are well and safe during these trying times.

 

Want to avoid common mistakes that many investors make?
 

 

   
      

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

* FIRST NAME
* LAST NAME
* EMAIL
PHONE
PREFERRED METHOD OF CONTACT
* I AM INTERESTED ON BEHALF OF
* INVESTMENT LEVEL
ADDITIONAL INFORMATION ABOUT YOUR REQUEST


Food for Thought: 3 Common Mistakes Investors Make

Want to avoid common mistakes that many investors make?

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. U.S. bonds performed well, with 10-year Treasuries returning 8.8% for the year. Non-U.S. equities, gold and oil, all had positive returns.Important Disclosures

Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on December 31, 2019, to discuss current market conditions and what they mean for investors.

 

 

   
      

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

* FIRST NAME
* LAST NAME
* EMAIL
PHONE
PREFERRED METHOD OF CONTACT
* I AM INTERESTED ON BEHALF OF
* INVESTMENT LEVEL
ADDITIONAL INFORMATION ABOUT YOUR REQUEST


Amy Raskin featured on CNBC’s Fast Money Halftime Report – December 31, 2019

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on December 31, 2019, to discuss current market conditions and what they mean for investors.

 

Chevy Chase Trust shares ideas about how to maximize your giving strategy.

 

 

   
      

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

* FIRST NAME
* LAST NAME
* EMAIL
PHONE
PREFERRED METHOD OF CONTACT
* I AM INTERESTED ON BEHALF OF
* INVESTMENT LEVEL
ADDITIONAL INFORMATION ABOUT YOUR REQUEST


Food for Thought: Maximizing Your Charitable Donations

Susan Freed, CFP, Managing Director, discusses how to maximize your giving opportunity by taking full advantage of tax laws and our planning expertise at Chevy Chase Trust.

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.

 

 

Our story begins with yours.

Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

* REQUIRED FIELDS

* FIRST NAME
* LAST NAME
* EMAIL
PHONE
PREFERRED METHOD OF CONTACT
* I AM INTERESTED ON BEHALF OF
* INVESTMENT LEVEL
ADDITIONAL INFORMATION ABOUT YOUR REQUEST


Food for Thought: The Health Care Revolution

Andrew Marshall, Equity Portfolio Manager and Macroeconomic Research Analyst, discusses our current thinking about one of our global themes.

Q & A with Jastinder Sohi

We recently sat down with Jast Sohi, who is an equity portfolio manager and macroeconomic research analyst at Chevy Chase Trust, to learn more about his background and who and what inspired his career in finance.

Demographics: Economic Consequences

As thematic investors, we look for phenomena that are transforming economic prospects across multiple industries. Then, we seek to identify companies that will benefit, are investable through public equities with ample liquidity, and are likely to pay off within three to five years.
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.

Q & A with Deb Gandy

At Chevy Chase Trust each relationship begins with a comprehensive review of the client’s financial situation. Recently, we sat down with Deb to learn more about her background and how she began her career.

What Differentiates Chevy Chase Trust?

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.

Conversion Notice

On December 1, 2018, the Chevy Chase Trust Client Portal changed from CConnect to Wealth Access.  CConnect will remain available […]