The Cabot Advisor Blog

Investment Strategies

Fixed-Income Strategy Update

In the 1997 film, As Good as it Gets, Jack Nicholson plays the role of Melvin Udall, a mean and cranky best-selling novelist who also suffers from obsessive-compulsive disorder. In the scene from which the movie get its title, a visibly upset Nicholson walks through a crowded waiting room at his psychiatrist’s office, suddenly stops, […]

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Global Markets Commentary

In the first Quarter of 2017, global equity markets rallied across the board: United States, Foreign Developed, and Emerging Market stocks all moved higher. Bonds inched up as well. Even with interest rate hikes by the US Federal Reserve in December 2016 and March 2017, central banks around the world remain accommodative, holding interest rates […]

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Good Citizenship and Good Business

There has been a shift in the money management industry in recent years. In the very early days of investment management and the Prudent Man Rule, people were chiefly concerned about the return OF their capital—that is, they didn’t want to lose it. Then they added return ON their capital—that is, they wanted their money […]

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Why Average Investors Earn Below Average Market Returns

“Hiring an advisor is a great way to align your portfolio to your goals and help control the emotional urges that come along with volatile markets.” -Greg Stevens, Cabot Wealth Advisor Investor behavior is illogical and often based on emotion. This does not lead to wise long-term investing decisions. A couple of typical money-losing moves that […]

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Growth & Income Review and Outlook for 2017

2016 was full of the unexpected. Oil’s dip to $26 per barrel in February, Brexit, and the US election are the glaring examples of outcomes that defied expert predictions. We should expect a similarly wild ride in 2017, which may or may not bring sweeping changes to US taxes/regulation/deficits, interest rates, foreign trade, and the […]

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