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Announcement 09.19.2023

ChoateIA Named to Barron’s 2023 Top 100 RIA Firms List

Barron’s ranked Choate Investment Advisors among the Top 100 in its 2023 list of the top independent advisory companies in the country. The list, published annually, is researched by Barron’s staff and is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.

Quarterly Report 07.27.2023

2023 Second Quarter Review: Markets Higher Due to Better Than Expected Data in Still Slowing Economy

Stocks continued to march higher in the second quarter, reflecting a better near-term outlook for the slowing economy: rising interest rates continue to lower inflation, labor markets remain resilient, and investors show enthusiasm for Artificial Intelligence (AI) and the mega-cap technology stocks that may lead the adoption of AI.

Announcement 07.10.2023

ChoateIA Named to BBJ’s 2023 Top Investment Adviser List

The Boston Business Journal ranked ChoateIA among the Top 20 in its 2023 list of the "Largest Independent Investment Advisers in Massachusetts." The list, published annually, is researched locally by staff members of the BBJ.

Choate Family Office Podcast 05.23.2023

Investment Implications of the Current Debt Ceiling Negotiations

In this episode of the Family Office Services podcast, Tamer Alamuddin and Christine Wright of Choate Investment Advisors discuss the current U.S. debt ceiling, related political gridlock and fears about financial instability.

Announcement 05.16.2023

Choate Announces Addition of Five Partners to Wealth Management Group

Choate Hall & Stewart LLP announced today that partners Marc J. Bloostein, Cameron Casey, Kimberly E. Cohen, Jennifer S. Ewing and Geoffrey M. Mason will join Choate’s Wealth Management Group from Ropes & Gray’s Private Client Practice. 

Quarterly Report 04.19.2023

2023 Q1 Review: Stock and Bond Relief Despite Bank Collapse

Despite the failure of Silicon Valley Bank in March, the first quarter provided welcome relief to stock and bond investors as the S&P 500 Index gained 7.5%, the MSCI All Country World Index (ACWI) gained 7.3% and the Bloomberg Aggregate Bond Index (AGG) gained 3.0%. The economy is slowing and corporate earnings forecasts continue to decline, raising caution about the near term outlook. Yet, these lower growth expectations are helping lower interest rates, which led to higher bond prices and sparked a rally in a few growth stocks that dominated stock market returns for the first quarter.

Choate Family Office Podcast 03.21.2023

Safe Assets During 2023 Bank Turmoil

In this episode of the Family Office Podcast Series, Managing Director, Tamer Alamuddin, and Senior Portfolio Manager, Henry Dormitzer, of Choate Investment Advisors discuss safe assets in light of the recent volatility in the banking sector.

Quarterly Report 01.24.2023

2022 Fourth Quarter Review

2022 can be summarized by some of the worst stock and bond returns of the last 50 years. The Federal Reserve and other central banks rapidly raised interest rates to combat high inflation made worse by lingering supply chain issues (and further exacerbated by the Ukraine War), and investors grappled with falling bond prices, stock valuations and the rising risk of an economic recession. The S&P 500 declined 18.2%, the MSCI All Country World Index (ACWI) declined 18.4% and the Bloomberg Aggregate Bond Index (AGG) declined 13% - one of the worst years for bond investors on record. Read more for our review of 2022 and outlook for 2023.

Announcement 12.07.2022

Understanding the New Massachusetts Millionaires Tax

The new “Massachusetts Millionaires Tax” goes into effect on January 1, 2023 and will impose a 4% surtax, in addition to the 5% flat income tax, on those who domicile or reside in Massachusetts and earn over $1 million annually.