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.

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.

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.