The Cabot Advisor Blog

Wealth Management

How does the new tax plan affect you?

By now, we’re all aware of the significant changes to the tax code that were signed into law by the President at the end of 2017. The headlines have been focused on lower marginal tax brackets and the increased standard deduction. Here are a few details of the plan that have flown under the radar: […]

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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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ECEPC Announces New Member

Cabot Wealth Management is pleased to share that Richard Moquin, Cabot’s senior tax advisor, has joined the Essex County Estate Planning Council. The Council is a group of over 100 estate planning, wealth management and other affiliated professionals, which provides educational and networking opportunities that aim to build and strengthen relationships. The purpose of the […]

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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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Cabot Advisor Blog Updates