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.
News & Noteworthy
Explore our latest news and insights locally and around the globe.
News & Noteworthy
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?
Montgomery County’s Urban Alliance and Chevy Chase Trust
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.
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.
Read Lawrence P. Fisher II’s Bio »
Food for Thought: When and How to Speak to the Next Generation About Wealth
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.
Chevy Chase Trust Wealth Access Client Portal
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.
Think you should wait to start taking Social Security? At Chevy Chase Trust, many of our clients are asking this very question. Leslie Smith, Senior Advisor, examines key decisions as you head into retirement—and what happens if you choose to wait.
Read Leslie Smith’s Bio »
Food for Thought: When should I start taking Social Security benefits?
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.
Chevy Chase Trust hosts Health Insights 2018
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.
“Less Cancer” is Paving the Road to Cancer Prevention
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.
Pros, Cons to Buying Nvidia Stock
As Nvidia makes deep inroads into AI, its share price is skyrocketing. Bobby Eubank, Equity Research Analyst weighs in.
Q&A with Ed Dobranetski
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.
Smart college planning is the gift that keeps on giving. From UTMA accounts to 529s, Chevy Chase Trust shows clients how to build a legacy of learning through personalized tuition savings strategies that take into account a family’s complete financial picture. Chevy Chase Trust’s Laly Kassa and Leslie Smith share their insights on the best savings strategies for maximizing returns.
Read Leslie Smith’s Bio »
Read Laly Kassa’s Bio »
Financial Planning and College Savings
Every client at Chevy Chase Trust receives comprehensive financial planning.
Chevy Chase Trust hosts Spring Reception at the Smithsonian’s Renwick Gallery
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.”
Q & A with Tap Chibaya
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.
Saying economy is strengthening, Fed’s Powell suggests faster pace of interest rate hikes
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.
Downsizing baby boomers face a key decision: Is it better to rent or to buy?
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.
Why is Walmart Closing Sam’s Club Locations Around the Country?
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.
Q & A with Blake K. Doyle
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.
Slasher! Nike Wants to Cut Shoe Production Time by Half
Spencer Smith, Director of Research, and Bobby Eubank, Equity Research Analyst, offer insight on the sporting apparel’s ambitions for improving supply chain processes.
When To Consider A Corporate Trustee
Jeannette Roegge, Chief Fiduciary Officer, discusses how to determine whether a corporate trustee or executor might be beneficial to manage and protect assets.
Don’t fear the robot: Harness automation to boost labor force
Despite below-average economic growth and recurring geopolitical uncertainty, manufacturers here in the U.S. are reporting brisk business.
Q & A with Michael Gildenhorn
We recently sat down with Michael to learn more about his background and how he began his career.
Chevy Chase Trust hosts John O. Brennan for Spring Reception
Chevy Chase Trust was proud to host John O. Brennan, former Director of the Central Intelligence Agency (2013-2017) on April 24, 2017.
Chevy Chase Trust hosts Ambassador Melanne Verveer for Women & Progress 2017
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.
Urbanization ushers in upstart industries, innovative ideas
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.
Innovation, demographics make automation increasingly appealing
We are, indeed, witnessing a revolution in industrial automation. However, it is important to separate the hyperbole from the underlying economic realities.
Market Update
U.S. equity markets closed higher both days after the Donald Trump victory and Republican sweep of Congress.
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.
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 | Thematic Investing | Investing Beyond the Trends
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.
Important Disclosures
Important Disclosures
