Choate Wealth Management & Investment Podcasts

Understanding Roth Contributions and Their Role in Retirement Savings

Mon, 04 May 2026 17:00:00 -0400

In today’s financial landscape, understanding retirement savings options is important, especially with new rules coming into effect in 2026. In this episode of the Choate Wealth podcast series, Choate Investment Advisors Managing Director Tamer Alamuddin and Portfolio Manager Jessica Welch discuss Roth contributions, their potential benefits, and how they fit into your overall retirement strategy. Whether you’re a young professional or nearing retirement, this information can help in making informed decisions about your financial future.

The Impacts of AI on the Software Sector: What Investors Need to Know

Mon, 04 May 2026 16:00:00 -0400

In the rapidly evolving landscape of technology, artificial intelligence (AI) is reshaping entire industries. In this episode of the Choate Wealth podcast series, Josh Fillman, Director of Research at Choate Wealth, and Dennis Maier, Senior Investment Analyst, dive into the implications of AI on the software sector, current market dynamics, and what investors should keep in mind. With terms like “SaaSpocalypse” and “agentic AI” circulating in the financial world, we explore what these changes mean for the future of software investments.

Understanding Gift Agreements: Essential Insights for Donors

Tue, 09 Dec 2025 14:00:00 -0500

As the year draws to a close, many donors are thinking about their charitable goals, especially in light of strong market performance. Gift agreements can play an important role in this process, helping to clarify the intent behind a donation and ensuring that both the donor and the charitable organization understand their obligations. In this episode of the Choate Family Office podcast series, Sarah Tomeo Hertzog, Kate Toth, and Jessica Welch discuss when a gift agreement is necessary, potential legal implications, financial aspects of charitable giving, and common surprises that donors encounter.

The Current State of the Housing Market

Wed, 25 Jun 2025 10:00:00 -0400

In this episode of the Choate Family Office podcast series, Senior Investment Analyst Louis Marchant and Portfolio Manager Jake Kidder discuss the current state of the housing market, home improvement stocks, and overall trends in the housing industry.

Navigating the Evolving Landscape of Auto and Homeowners Insurance

Mon, 28 Apr 2025 11:00:00 -0400

In this episode of the Choate Wealth podcast series, Managing Director Diana Malcom and Senior Investment Analyst Kelsey Sullivan explore the factors influencing the rising costs of auto and homeowners insurance premiums, and how natural disasters and technological advancements are reshaping the insurance landscape. They will also discuss the broader implications for the investment sector and what the future of insurance might look like.

Understanding the Impact of Media Streaming Within the Media Sector

Thu, 13 Feb 2025 15:00:00 -0500

In this episode of the Choate Family Office podcast series, Portfolio Manager Jake Kidder and Investment Analyst Hideyoshi Watanabe with Choate Investment Advisers discuss how media streaming services such as Netflix and Disney+ have become a key development in the media sector and consider their role within the broader investment opportunity set.

How to Strengthen Your Personal Safeguards Against Cybersecurity Threats

Wed, 15 Jan 2025 15:00:00 -0500

In this episode of the Choate Wealth podcast series, Choate Investment Advisors’ Managing Director, Henry Dormitzer, and Choate’s Director of Information Security, Jeremiah Salamon discuss four steps to strengthen your personal safeguards against cybersecurity threats.

Year-End Charitable Giving with Donor Advised Funds (DAFs)

Mon, 25 Nov 2024 15:00:00 -0500

In this episode of the Choate Wealth Podcast Series, Erin Kerr, Sarah Hertzog, Cameron Casey, and Kate Toth discuss year-end charitable giving with one of the most popular giving tools, Donor Advised Funds (DAFs), including an overview of what is considered year-end time sensitive and what is not.