The Cabot Advisor Blog

Technology

Tips for Preventing Fraud

Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in protecting your assets, you can also take action to protect yourself and help secure your information. Cyber criminals exploit our increasing reliance on technology. Methods used to compromise a victim’s identity or login credentials – such […]

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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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Innovation Takes Center Stage

Similarities to World’s Electrification in 1888. I read a great book this summer titled The Last Days of Night, by Graham Moore (Random House). It is set in 1888 in New York City and is in fact a novel, but is based almost entirely on real historical events at a fascinating period of technological progress […]

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Cybersecurity Best Practices