Choate Wealth Management & Investment Podcasts
A podcast series presented by the Choate Wealth exploring important topics related to wealth management, investing, and managing risk across generations.
Podcasting since 2024 • 5 episodes
Choate Wealth Management & Investment Podcasts
Latest Episodes
The Current State of the Housing Market
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 i...
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11:55
Navigating the Evolving Landscape of Auto and Homeowners Insurance
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 disast...
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11:19
Understanding the Impact of Media Streaming Within the Media Sector
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 k...
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16:09
How to Strengthen Your Personal Safeguards Against Cybersecurity Threats
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 again...
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16:23
Year-End Charitable Giving with Donor Advised Funds (DAFs)
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 ...
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13:04