INSIGHTS

Wealth Management Articles and Videos

At Cabot Wealth Management, our goal is to build and preserve your wealth while delivering the best client experience possible. We help clients gain control of knowledge and skills to better manage resources and respond to change. Through an array of insights available to Cabot clients, it is easier than ever to understand and stay up to date with your assets and investments.  

Credit Shelter Trusts

Credit Shelter Trusts

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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

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Understanding Qualified Charitable Distributions (QCD)

Understanding Qualified Charitable Distributions (QCD)

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     Asset Allocation

     Asset Allocation

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The Power of Diversification

The Power of Diversification

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Is a Living Trust Right for Your Estate Plan?

Is a Living Trust Right for Your Estate Plan?

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Webinar - Market Overview for 2025

Alex Castrichini (Senior Wealth Advisor), Rob Lutts (Founder, Managing Partner), and Pat Creahan (Partner, Fixed-Income Portfolio Manager) discuss the markets and what we see for 2025. Listen as they talk about the opportunities and challenges in today's market along with some important fundamentals to remember as an investor.


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