The Cabot Advisor Blog

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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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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What does the new tax plan mean to 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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Ringing the NYSE Bell

                  Rob Lutts, Cabot’s president and chief investment officer, was a guest of Krane Fund Advisors during their summit and launch of the One Belt One Road ETF (OBOR).  Rob helped the KraneShare Team ring the bell to open the stock exchange on January 16, 2018. Rob […]

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Cabot Advisor Blog Updates