The Cabot Advisor Blog

9 Red Flag Warnings of Identity Theft

You see withdrawals from your bank account that you can’t explain. You don’t get your bills or other mail. Merchants refuse your checks. Debt collectors call you about debts that aren’t yours. You find unfamiliar accounts or charges on your credit report. Medical providers bill you for services you didn’t use. Your health plan reflects […]

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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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Lutts Announces Succession Plan

SALEM, MA, August 01, 2017 – Cabot Wealth Management Inc. (Cabot), a private wealth management firm providing fiduciary advice since 1983, today announced president and founder Rob Lutts’ ten-year succession plan. Effective July 1, 2017, thirty percent of Cabot Wealth Management was sold to the three senior principals of the firm: Jim Gasparello, Greg Stevens, and […]

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Succession Plan Announcement

Dear Friends,   It was November of 1983 when I set out to start a new company called Cabot Money Management, Inc. I was 27 years old and only a few years out of receiving my MBA from University of Massachusetts in Amherst. Like a great many people, I followed in my Dad’s footsteps (Carlton […]

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Is the Great Unwind Approaching?

Even occasional financial market observers have become familiar with the term quantitative easing. This unconventional monetary policy tool, in which central banks buy government securities in order to drive interest rates lower and increase money supply has clearly had a profound effect on the price of all types of assets. It is impossible to know […]

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Cabot Advisor Blog Updates