The Cabot Advisor Blog

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Great Game of Business Lecture Recap

We saw June conclude with the fourth and final lecture in the Great Game of Business book lecture series, hosted by Rob Lutts and Cabot Wealth Management. During this lecture series, author Robert Lutts, president and chief investment officer of Cabot, explained his personal passion for investing and why he founded Cabot Money Management, Inc. […]

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Registration Open for Annual Conference

Registration is open for our annual wealth management conference held on Friday, September 29, 2017. This half-day conference is held annually at the Hawthorne Hotel, one of the North Shore’s most historic hotels. Clients and attendees will gain access to insights and perspectives on the economic landscape, investment opportunities, cybersecurity education and strategies for managing […]

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Students Get Real About Financial Future

Reality Fair equips seniors with tools to manage finances. In May, Salem High School’s Class of 2017 participated in their third annual “Reality Fair”, a simulation of the financial obstacles students will face throughout their lives. Students had the opportunity to learn everything from managing their budget to using credit cards wisely. In our current […]

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Meet the Team

We are pleased to recognize and highlight the newest members of the Cabot Wealth Management team. Richard Moquin, EA, MST | Senior Tax Planning Advisor Rick is the newest member of our growing Wealth Management team and will work directly with clients to optimize tax planning as well as develop and analyze solutions related to […]

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