NEWS & INSIGHTS

A Selection of Our
News and Views

With decades of experience, we have a lot to share. Read on to learn more about Chilton Trust news, media appearances, insights and commentary, press releases, videos and general thought leadership content.

  • All Years
  • All Years
  • 2023
  • 2022
  • 2021
  • 2020
  • 2019
  • 2018
  • 2017
  • 2016
  • 2015
  • 2014

19

Mar 2024

Tim Horan, CIO of Fixed Income, Shares March Fed Meeting Expectations with Barron’s

In The News

15

Mar 2024

Chilton Co-CIO, Jennifer Foster, shares thesis on IBM turnaround with Forbes

In The News

20

Feb 2024

Chilton’s Co-CIO of Equities, Jennifer Foster, discusses U.S. earnings expectations with Bloomberg

In The News

01

Feb 2024

Chilton Trust 4Q23 Quarterly Commentary

Insights

01

Feb 2024

Reuters: Tim Horan Explains Key Takeaways from the Fed’s January 2024 Meeting

In The News

20

Dec 2023

Year-End Tax Planning Memo 2023

Insights

18

Dec 2023

Chilton Trust’s CIO of Fixed Income shares thoughts on December FOMC meeting with MarketWatch

In The News

20

Nov 2023

Perspectives: Chilton Trust’s Current Approach to Fixed Income

Insights

14

Nov 2023

CIO- Fixed Income, Tim Horan, discusses the current volatility of the Treasury market with Barron’s

In The News

07

Nov 2023

Chilton’s Head of Fiduciary Services Discusses a Shift in How Next Generation Women View Charitable Giving and Investing

In The News

27

Oct 2023

Chilton Trust 3Q 23 Quarterly Commentary

Insights

18

Oct 2023

Chilton’s Jennifer L. Foster speaks with Bloomberg on investment mistakes to avoid

In The News

01

Aug 2023

Chilton Trust 2Q 23 Quarterly Commentary

Insights

19

Jul 2023

Chilton’s CIO of Fixed Income, Tim Horan, Discusses Daily Market Movement with the Wall Street Journal

In The News

13

Jul 2023

Chilton’s Equity Portfolio Manager, Nick Frelinghuysen, Discusses Luxury Stocks with Fortune Magazine

In The News

07

Jun 2023

Art as the “Accidental” Asset

Insights

06

Jun 2023

The Art Owner’s Checklist: A Knowledge Guide for Owning and Maintaining Art

Insights

02

Jun 2023

Jennifer L. Foster Discusses a Stock Pick with Long-Term Trends in Barron’s

In The News

30

May 2023

Delaware Banker Magazine: Planning Considerations During a High Interest Rate Environment

In The News Insights

01

May 2023

The Great Debate: Active Vs. Passive Investing

Insights

24

Apr 2023

Chilton Trust 1Q23 Commentary

Insights

23

Mar 2023

Watch: Chilton Trust’s Timothy W.A. Horan Explains Fed Policy and Our Current Market Outlook

Insights

22

Mar 2023

Chilton Trust Vice Chairman, Garrison DuP. Lickle, speaks with Barron’s Advisor on how to support clients through a financial crisis

In The News

13

Mar 2023

The Estate Planning Council of Naples Shares Insight by Chilton Trust’s Senior Advisor, Thomas Walsh

In The News

06

Mar 2023

Chilton’s CIO- Fixed Income, Tim Horan, Discusses the 10 Year UST Reaching 4% with the Wall Street Journal

In The News

06

Mar 2023

2023 Tax Revisions Bulletin

Insights

22

Feb 2023

Pepper Anderson, President & CEO, Discusses This Common Investment Mistake with Barron’s Advisors “The Big Q”

In The News

30

Jan 2023

Chilton Trust 4Q22 Commentary

Insights

24

Jan 2023

Chilton Trust’s Fiduciary and Wealth Advisor Team Discuss How to Avoid Portfolio Over-Diversification with the Palm Beach Daily News

In The News

14

Dec 2022

Jennifer L. Foster, Co-CIO of Equities, Shares “What To Do With $100,000 Right Now” with Bloomberg’s Suzanne Woolley

In The News

31

Oct 2022

Chilton’s CIO of Fixed Income, Timothy W.A. Horan, discusses with Barron’s what attractive opportunities lie amid the current bond market

In The News

25

Oct 2022

Chilton Trust 3Q22 Commentary

Insights

10

Oct 2022

Market Insight: Dealing with Volatility

Insights

21

Sep 2022

CNBC highlights Fed expectations from Chilton’s CIO- Fixed Income, Timothy W.A. Horan

In The News

08

Sep 2022

Chilton’s CEO & President, Pepper Anderson, was a guest on Financial Planning Podcast

In The News

30

Aug 2022

Barron’s sits down with Pepper Anderson, President & CEO of Chilton Trust, to discuss the Generational Wealth Transfer & Next Gen clients

In The News

23

Aug 2022

Fortune features Jennifer L. Foster, Co-Chief Investment Officer of Equities, in “Here’s Where Experts Think You Should Invest $10k Right Now”

In The News

23

Aug 2022

Chilton’s Head of Client Advisory, Sara Bernard, shares her client book recommendations with Barron’s Advisor

In The News

19

Aug 2022

Investing in Our Future: The Importance of Fostering Environmental Stewardship in the Next Generation

Insights

08

Aug 2022

Chilton Trust Wealth Advisor, Thomas L. Walsh, speaks about cash management strategies with ThinkAdvisor

Uncategorized

07

Aug 2022

The Wall Street Journal shares insights from Chilton’s co-CIO of Equities, Jennifer L. Foster, in their August Personal Investing Report

In The News

03

Aug 2022

Considerations for Owners of Illiquid Assets

Insights

03

Aug 2022

Managing the Philosophical and Practical Considerations of Wealth Transfer

Insights

03

Aug 2022

The Ins and Outs of Charitable Giving

Insights

26

Jul 2022

Chilton Trust 2Q22 Commentary

Insights

11

Jul 2022

Chilton’s CIO- Fixed Income, Timothy Horan, Discusses June Jobs Report with the Wall Street Journal

In The News

11

Jul 2022

Chilton’s Chief Investment Officer in Fixed Income discussed asset allocation with ThinkAdvisor

In The News

11

Jul 2022

Private Wealth Magazine interviews Chilton’s CEO & President, Pepper Anderson

In The News

03

Jun 2022

The Rise of Women’s Wealth: Chilton Trust’s Head of Fiduciary Services Authors Byline for Delaware Banker Magazine on Generational and Gender Wealth Differences

In The News

24

May 2022

Not So Modern Portfolio Theory: Chilton Trust’s Managing Director & Senior Advisor Shares Thoughts on Overdiversification in Byline for WealthManagement.com

In The News

18

May 2022

How Women Can Protect Their Wealth Before Marriage: Chilton’s Head of Fiduciary Services, Gina Nelson, Authors a Byline for Barron’s Advisor

In The News

05

May 2022

Timothy Horan, Chilton Trust’s Chief Investment Officer of Fixed Income, shared his insights on the May FOMC meeting with the Wall Street Journal

In The News

25

Apr 2022

Chilton Trust 1Q22 Commentary

Insights

07

Apr 2022

The “InvestmentNews” Podcast welcomes Chilton’s Equity Portfolio Manager to discuss the “Billionaire Minimum Income Tax”

In The News

31

Mar 2022

Chilton’s CIO of Fixed Income, Timothy Horan addresses the yield-curve inversion and recession concerns with Insider

In The News

31

Mar 2022

Family Wealth Report Interviewed Chilton Trust’s CEO & President, Pepper Anderson

In The News

24

Mar 2022

Chilton Trust’s expansion into Southwest Florida covered in the Business Observer

In The News

24

Mar 2022

Gulfshore Business highlights Chilton Trust’s new Naples Office with Thomas Walsh at the helm

In The News

24

Mar 2022

So, you’re moving to Florida? Get in line. Thomas Walsh, SVP of Naples and SW Florida Region, Discusses the Migration to Florida and Domicile Transfer with Florida Weekly.

In The News

17

Mar 2022

Chilton Trust Expands Florida Footprint with New Office in Naples

Press Releases

22

Feb 2022

Jennifer Foster, co-CIO & portfolio manager for equities at Chilton Trust, explains why her firm is optimistic about U.S. stocks this year despite geopolitical tensions and concerns over inflation and Covid.

In The News

19

Feb 2022

Planning Opportunities: Taking Advantage of Discount Planning with FLPs & IDGTs

Insights

27

Jan 2022

Chilton Trust 4Q21 Commentary

Insights

24

Jan 2022

Gina M. Nelson, Head of Fiduciary Services, discusses What it Means to Act as Fiduciary with the Palm Beach Daily News

In The News

19

Jan 2022

Chilton Trust Adds Private Banking Veteran Elizabeth Weymouth to Board of Directors

Press Releases

07

Jan 2022

December Jobs Report showed lower-than-expected numbers, showcasing that the Federal Reserve’s emphasis on full employment will shift as we cross the Rubicon of policy tightening. Read more from our CIO of Fixed Income, Tim Horan’s, recent interview with NBC News

In The News

20

Dec 2021

Smart Portfolio Construction: Is My Portfolio Over-Diversified?

Insights

06

Dec 2021

Chilton Trust Appoints John A. Hilton Jr. to Board of Directors

Press Releases

02

Dec 2021

Year-End Tax Planning Memo 2021

Insights

12

Oct 2021

We are pleased to announce that Jonathan Justice and Christina Duffy have joined the Chilton Trust team. Each with over 20 years of experience, Christina and Jonathan are dedicated to providing excellent advice and client service.

Press Releases

01

Oct 2021

Chilton’s Head of Fiduciary Services, Gina Nelson, recently authored a byline for Trusts and Estates around the unique considerations that financial and estate planners should take into account when working with LGBTQ+ clients

In The News

13

Aug 2021

Jennifer Foster sits down with Bloomberg to discuss the current investment landscape with the surge of the Delta variant

In The News

06

Aug 2021

Chilton Trust 2Q21 Commentary

Insights

01

Jul 2021

Head of Fiduciary Services Gina Nelson discusses estate planning for LGBTQ+ families with CNBC

In The News

21

May 2021

Chilton Perspectives: Inflation

Insights

11

May 2021

Planning Insights: Taking Advantage of Low Interest Rates

Insights

05

May 2021

Chilton Trust 1Q21 Commentary

Insights

19

Apr 2021

Delaware is a wholly unique state when it comes to trusts. Our Head of Fiduciary Services, Gina Nelson, wrote an article for Worth media explaining the benefits of a Delaware trust.

In The News

19

Apr 2021

Richard Chilton sat down with Renaissance Macro Research’s podcast, RenMac Legends. Richard shares his investment philosophy, stories from his mentors, and the importance of philanthropy as well as his journey with wine.

In The News

09

Apr 2021

Tax Views: 2021 Tax Law Changes

Insights

06

Apr 2021

Bloomberg: Jennifer Foster, Co-CIO of Equities, speaks to Bloomberg TV about how traders are reacting to President Biden’s spending agenda

In The News

04

Mar 2021

Gina Nelson, Senior Vice President – Head of Fiduciary Services, spoke with Coryanne Hicks of U.S. News & World Report about her experience as a woman in finance and her observations about how the wealth management industry has evolved as more women enter the field.

In The News

01

Feb 2021

Chilton Trust 4Q20 Commentary

Insights

06

Jan 2021

Chilton Trust Marks 10th Anniversary with Delaware-Issued National Trust Charter

Press Releases

03

Jan 2021

State Budget Shortfalls Due to Covid-19: Proposals for New and Increased Taxes on Billionaires and Top Earners

Insights

01

Dec 2020

Year End Tax Planning Considerations 2020

Insights

01

Nov 2020

Chilton Trust 3Q20 Commentary

Insights

20

Oct 2020

Election Risk: Industry Impacts of a “Blue Wave”

Insights

01

Aug 2020

Chilton Trust 2Q20 Commentary

Insights

01

Jun 2020

Chilton Trust Hires Investment Specialist Nick Frelinghuysen as Managing Director – Portfolio Manager, Equities

Press Releases

01

Apr 2020

Chilton Trust 1Q20 Commentary

Insights

01

Feb 2020

Chilton Trust 4Q19 Commentary

Insights

06

Jan 2020

Erin Markham and Garrison duP. Lickle discuss the Delaware Trust Advantage in the Palm Beach Estate Planning Council’s Annual Supplement

In The News

01

Nov 2019

Chilton Trust 3Q19 Commentary

Insights

24

Sep 2019

How a Wealth-Management Firm that’s Flying Under the Radar in Charlotte Intends to Grow Here

In The News

05

Sep 2019

Bloomberg: History Shows Traders Get What They Want With Fed Rate Cuts

In The News

01

Sep 2019

Cybersecurity: Protecting Yourself & Your Family

Insights

21

Aug 2019

Chilton Trust Market Update and Economic Outlook Call

Insights

01

Aug 2019

Federal Reserve Rate Cuts

Insights

18

Jul 2019

Pepper Anderson Succeeds Garrison duPont Lickle, Who Becomes Vice Chairman

In The News