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  • Navigating the Evolving Landscape of Auto and Homeowners Insurance
    2025/04/28

    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.

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    11 分
  • Understanding the Impact of Media Streaming Within the Media Sector
    2025/02/13

    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.

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    16 分
  • How to Strengthen Your Personal Safeguards Against Cybersecurity Threats
    2025/01/15

    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.

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    16 分
  • Year-End Charitable Giving with Donor Advised Funds (DAFs)
    2024/11/25

    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.

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    13 分