New & Noteworthy

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Craig Pernick | Head of Fixed Income | Bloomberg

“Municipals were much more resilient during November than their taxable counterparts,” said Craig Pernick, senior managing director at Chevy Chase Trust. “Fund flows remain really high, maturities are still heavy and the calendar is fairly light.”

Chevy Chase Trust proudly presented a virtual experience: A Closer Look at the Life and Mind of Leonardo da Vinci. The evening was guided by Columbia University professor, Dr. Page Knox.

Join Dr. Knox on this virtually guided tour along the Leonardo Trail, starting in the heart of Tuscany and ending in the Loire Valley. Explore Leonardo’s life and work and learn about recent discoveries that offer a deeper understanding of the mind behind the master.

Page Knox is an adjunct professor of Art History at Columbia University and a lecturer at the Metropolitan Museum of Art where she gives public gallery talks and lectures in special exhibitions and the permanent collection, teaches classes and the museum, and leads groups for Travel with the Met.

 

Important Disclosures

A Closer Look at the Life and Mind of Leonardo da Vinci

Join Dr. Knox on this virtually guided tour along the Leonardo Trail, starting in the heart of Tuscany and ending in the Loire Valley. Explore Leonardo’s life and work and learn about recent discoveries that offer a deeper understanding of the mind behind the master.

 

On CNBC’s Halftime Report, Amy Raskin, Chief Investment Officer, explains how she sees the inelastic market hypothesis unfolding.

 

Important Disclosures

 

 

 

Our story begins with yours.

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    Amy Raskin | CNBC’s Fast Money Halftime Report | July 23, 2021

    2021 has been a record year of inflows due to financial largesse and stimulus without any sellers. Hear Amy Raskin, Chief Investment Officer's assessment of market conditions here.

    Chevy Chase Trust proudly presented a virtual experience: French Vistas and the Fascinating Figures Who Inspired Them. The evening was guided by Columbia University professor, Dr. Page Knox.

    From Chenonceau, to the Petit Trianon, to Villandry, Chevy Chase Trust transported guests to France during a virtual tour of five French vistas, guided by Dr. Page Knox of Columbia University. Dr. Knox brought to life some of France’s most illustrious historical figures including Marie Antoinette, Catherine de Medici, and Napoleon.

    Page Knox is an adjunct professor of Art History at Columbia University and a lecturer at the Metropolitan Museum of Art where she gives public gallery talks and lectures in special exhibitions and the permanent collection, teaches classes and the museum, and leads groups for Travel with the Met.

     

    Important Disclosures

    French Vistas & the Fascinating Figures Who Inspired Them

    Allow us to transport you on a virtual journey through five extraordinary French gardens and châteaux: Chenonceau, Versailles, the Petit Trianon, Malmaison and Villandry, guided by Dr. Page Knox.

    https://youtu.be/2DG_G300wN8?rel=0

     

    Chevy Chase Trust proudly presented a virtual experience: French Vistas and the Fascinating Figures Who Inspired Them. The evening was guided by Columbia University professor, Dr. Page Knox.

    From Chenonceau, to the Petit Trianon, to Villandry, Chevy Chase Trust transported guests to France during a virtual tour of five French vistas, guided by Dr. Page Knox of Columbia University. Dr. Knox brought to life some of France’s most illustrious historical figures including Marie Antoinette, Catherine de Medici, and Napoleon.

    Page Knox is an adjunct professor of Art History at Columbia University and a lecturer at the Metropolitan Museum of Art where she gives public gallery talks and lectures in special exhibitions and the permanent collection, teaches classes and the museum, and leads groups for Travel with the Met.

     

    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.

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      French Vistas and the Fascinating Figures Who Inspired Them

      Allow us to transport you on a virtual journey through five extraordinary French gardens and châteaux.

       

      Hear Amy Raskin, Chief Investment Officer, suggests current conditions are the exact opposite of a Goldilocks environment. Listen to her perspective here.

       

      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.

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        Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 19, 2021

        Despite its strong growth, the economic numbers aren’t meeting expectations. And inflation is exceeding them. Watch Amy Raskin, Chief Investment Officer, discuss her take on the Goldilocks environment.

         

        On Tuesday, April 27, 2021, Chevy Chase Trust proudly partnered with the Virginia Hospital Center Foundation for a virtual program on charitable giving and staying-well strategies. Laly Kassa CFP®, Managing Director, offered insights into the most tax-efficient methods for giving charitably and Dr. Michael Silverman shared insight about the COVID-19 pandemic from the vantage point of the Virginia Hospital Center emergency room.

        Click on the link to hear Ms. Kassa describe the most optimal types of assets to give and the benefits of Donor Advised Funds and Dr. Silverman’s insights about the vaccine roll out and staying well while returning to a more active lifestyle.

         

        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.

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          Optimizing Your Wealth & Health

          Charitable Giving Strategies and Maintaining Your Well-Being During COVID-19

           

          Hear Amy Raskin, Chief Investment Officer, discuss beneficiaries of the 2021 stay-at-home trade and her thoughts on 2022. Watch her recent appearance on CNBC’s Halftime Report.

           

          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.

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            Amy Raskin featured on CNBC’s Fast Money Halftime Report – April 21, 2021

            Amy Raskin, Chief Investment Officer, believes there are many companies that will disappoint as we come out of the pandemic. Watch a clip from her latest CNBC appearance.

            First Quarter, 2021

            Think of the quarter not as the beginning of a new year, but as the end of an extraordinary 12-month period. Learn where our thematic research is leading us.

            Chevy Chase Trust was pleased to host renowned author, journalist, and professor, Walter Isaacson for a conversation about his new book, The Code Breaker: Jennifer Doudna, Gene Editing, and the Future of the Human Race. In the book, Mr. Isaacson showcases Jennifer Doudna, Ph.D., whose work on the gene-editing technology called CRISPR won her and Emmanuelle Charpentier the 2020 Nobel Prize in Chemistry and, Mr. Isaacson believes, will change the future of medicine.

            Click on the link above to view the recording of the Chevy Chase Trust event featuring Mr. Isaacson’s description of Dr. Doudna’s journey of discovery, the life sciences revolution in which “molecules will become the next microchip,” the ethical issues associated with designer babies and much more. His remarks are followed by a question and answer session led by Amy Raskin, Chief Investment Officer, and Andrew Marshall, Vice President, both of Chevy Chase Trust.

             

            Read our white paper on Investing in Disruptive Change: Personalized Medicine »

            Read our white paper on Genomics »

             

            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.

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              A Conversation with Walter Isaacson on March 9, 2021

              Chevy Chase Trust was pleased to host renowned author, journalist, and professor, Walter Isaacson for a conversation about his new book.

               

              Amy Raskin, Chief Investment Officer, discusses prudent portfolio management after the recent growth sell-off during her appearance on CNBC’s Halftime Report.

               

              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.

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                Amy Raskin featured on CNBC’s Fast Money Halftime Report – February 26, 2021

                Amy Raskin, Chief Investment Officer, discusses prudent portfolio management after the recent growth sell-off during her appearance on CNBC’s Halftime Report.

                We are pleased to have Jeff Whitaker join Chevy Chase Trust as our new President and CEO.

                Jeff comes to Chevy Chase Trust after holding several leadership roles in wealth and investment management over the past two decades, including at Bridgewater Associates, Berkshire Partners, and the J.P. Morgan U.S. Private Bank. Jeff holds an undergraduate degree from Williams College and an MBA from The Wharton School.

                Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.

                 

                Read Jeff Whitaker’s Bio »

                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.

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                  A Message from Jeff Whitaker, our new President & CEO

                  Hear what drew Jeff to Chevy Chase Trust and his thoughts on this exciting next chapter for the firm.

                   

                  Amy Raskin, Chief Investment Officer, discusses the impact of rising rates on already stretched valuations during her appearance on CNBC’s Halftime Report.

                   

                  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.

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                    Amy Raskin featured on CNBC’s Fast Money Halftime Report – January 12, 2021

                    Amy Raskin, Chief Investment Officer, discusses the impact of rising rates on already stretched valuations during her appearance on CNBC’s Halftime Report.

                    Fourth Quarter, 2020

                    After a year full of surprises, including remarkable stock market performance around the globe, we are positioning portfolios somewhat defensively. Learn where our thematic research is leading us in 2021.

                    12.8.2020 – Chevy Chase Trust was proud to partner with Virginia Hospital Center’s Infectious Diseases expert Dr. Rohit Modak. Learn Dr. Modak’s rules for staying safe during the COVID pandemic.

                    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.

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                      A Covid 19 Briefing with Dr. Rohit Modak of VHC

                      Hear about Dr. Modak’s rules to live by, vaccine updates, and much more.

                      Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn, Senior Managing Director and Director of Portfolio Management, discusses how our firm provides top-notch customer service for all of our clients.

                      Michael Gildenhorn’s Bio »

                      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.

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                        Food for Thought: The Client Experience

                        Optimizing the client experience at Chevy Chase Trust is critical to what we do. Michael Gildenhorn discusses how our firm provides top-notch customer service for all of our clients.

                         

                        Amy Raskin, Chief Investment Officer, discusses the impact of the election and liquidity on financial markets.

                         

                        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.

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                          Amy Raskin featured on CNBC’s Fast Money Halftime Report – November 6, 2020

                          Amy Raskin, Chief Investment Officer, discusses the impact of the election and liquidity on financial markets.

                           

                          View our webinar featuring Amy Raskin, CIO of Chevy Chase Trust, on “Investment Update,” and Dan Clifton, Partner and Head of Policy Research at Strategas, on “The 2020 Election in an Era of Unprecedented Disruption.”

                          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.

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                            Chevy Chase Trust Webinar | Amy Raskin and Dan Clifton

                            “Investment Update” and "The 2020 Election in an Era of Unprecedented Disruption."

                            Shifts in Supply Chains

                            The logistics behind storing and distributing emerging COVID vaccines is an easily missed but crucial detail in the global medicine supply chain.

                            Third Quarter, 2020

                            Despite the pandemic-related fall-off in February and March, the S&P 500 recently hit an all-time high. With a difficult-to-predict economic outlook, what’s next for equity markets? Read our investment update for our perspective.

                             

                            Amy Raskin, CIO, featured on CNBC’s Halftime Report on 9/24/2020: Hear her take on the impact of the upcoming election on financial markets.

                             

                            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

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                              Amy Raskin featured on CNBC’s Fast Money Halftime Report – September 24, 2020

                              Amy Raskin, CIO, featured on CNBC’s Halftime Report on 9/24/2020: Hear her take on the impact of the upcoming election on financial markets.

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

                               

                              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.

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                                Food For Thought: Estate Planning

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

                                 

                                Hear Amy Raskin, Chief Investment Officer, answer “Has tech topped?” on CNBC’s Halftime Report.

                                 

                                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.

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                                  Amy Raskin featured on CNBC’s Fast Money Halftime Report – July 20, 2020

                                  Amy Raskin featured on CNBC’s Fast Money Halftime Report – July 20, 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.

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                                    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.

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                                      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

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                                        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.

                                        Read Deb’s bio »

                                        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.

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                                          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.

                                          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

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                                            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.

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                                              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