The Cabot Advisor Blog

Client Services

Using tools to achieve your goals.

As we jump into 2018, there is no time better than the present to consider what financial resolutions you’d like to make in the new year. Many new year’s resolutions are set with the best intentions to stay on track. However, the perennial challenge is making resolutions stick. We certainly understand that financial resolutions are […]

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Introducing Cabot’s Client Portal

It’s no secret that the financial industry is changing rapidly, and innovation and technology have always been a primary focus of our firm. At the center of a well-run wealth management firm is the right technology—technology that fuels growth, supports effective management and protects our reputation. Today, we realize investors are online and using the […]

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Key 6: Safeguard Financial Accounts

Review all your credit card and financial statements as soon as they arrive or become available online. If any transaction looks suspicious, immediately contact the financial institution where the account is held. Never send account information or personally identifiable information over email, chat, or any other unsecure channel. Be suspicious of any unsolicited email requesting […]

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Key 5: Protect Email Accounts

Delete any emails that include detailed financial information beyond the time it’s needed. In addition, continuously assess whether you even need to store any personal and financial information in an email account. Use secure data storage programs–such as cloud storage and/or online vaults–to archive critical data and documents. Review unsolicited emails carefully. Never click links […]

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Key 4: Protect Information on Social Networks

Limit the amount of personal information you post on social networking sites. Never post your Social Security number (even the last four digits). Consider keeping your birth date, home address, and home phone number confidential. Consider whether you want to post information about births, children’s birthdays, or the loss of loved ones. Sharing too much […]

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