The Cabot Advisor Blog

Wealth Management

Tax Reform Coming?

Congress and President Trump are hoping to agree on a tax reform bill in the near future, perhaps before the end of 2017 or during 2018.  While the timing and details of any potential tax law changes are mostly unknown at this time, we will be closely watching for any new developments as they take […]

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Sole Proprietors and Small Business Owners

You may still be able to decrease your 2016 tax liability. “Even though we’re well into 2017 and the April 17 tax filing deadline has passed, those with self-employment income and small business owners may still have the option to manage their tax liability by simply making a contribution to a retirement plan. Even better, […]

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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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