Broker Check

In The News

Cabot Media Clips and Investment Articles

The professionals at Cabot Wealth Management frequently appear in print, online, and on television to share investment tips, the impact of the economy on markets, financial planning advice, and more. To help investors understand the state of the market, we have compiled a selection of investment media clips, investment articles, and newspaper/magazine articles, that outline what is happening in politics, technology, the world economy, and the business sphere in videos and articles.


For more information about how Cabot Wealth Management can help you manage your wealth, contact us today.



December 2019

Rob Lutts on "Money Life with Chuck Jaffee" (December 5, 2019)

Listen to Rob Lutts discuss stock picks and talk about the market on Money Life with host Chuck Jaffee. For more information about The Money Show, visit:  www.moneylifeshow.com.

Click on the play button below to listen to Rob's interview (starts @ 36:30)




October 2019 - Cabot Wealth Management Lab

Salem State University Hosts Cabot Wealth Management Lab Dedication

Cabot Wealth Management and other supporters dedicated a Lab at the Bertolon School of Business at Salem State University. The lab is equipped with 12 Bloomberg Terminals, a software platform that is widely recognized as the market standard for financial industries. It will give business students access to data and tools used by investment professionals, allowing the next generation of Salem State students to access the world of finance at their fingertips.  Read Full SSU write up here.

Cabot was also featured in the Salem News: "Salem State unveils new finance lab": Read Salem News article here.

Here are some photos from the lab dedication:

Unveiling of the "Cabot Wealth Management Lab" sign:

Cabot Wealth Management Lab at Salem State University_outside lab looking in     Cabot Wealth Management Lab dedication at SSU, unveiling lab sign.     



The Bloomberg Terminals:

Cabot Wealth Management Lab at SSU_inside_photo of computer terminals    Joel Surrette, Cabot Research Intern pointing at Bloomberg screen in Cabot Wealth Management Lab at SSU.



Speakers: Rob Lutts (President and CIO of Cabot Wealth Management and Vice Chair for Salem SSU's Board of Trustees) and Joel Surrette (Research Intern at Cabot and SSU student):

Rob Lutts, president and CIO of Cabot Wealth Management at podium speaking at Lab Dedication at Salem State University     Joel Surrette, research intern at Cabot Wealth Management at podium speaking at Lab Dedication at Salem State University     



Supporters: Cabot Wealth Management, Charles Schwab, St. Jean's Credit Union, North Shore Bank, Eastern Bank, Salem Five with SSU president John D. Keenan (center):

Supporters shown standing in front of lab: Cabot Wealth Management, Charles Schwab, St. Jean's Credit Union, North Shore Bank, Eastern Bank, Salem Five with SSU president John D. Keenan (center):   



Cabot Wealth Management employees Joel Surrette, Craig Goryl, Sonia Ernst and Tyler Swaim (top left to right) and Jim Gasparello (bottom):

Cabot Wealth Management employees Joel Surrette, Craig Goryl, Sonia Ernst and Tyler Swaim (top left to right)

 Cabot Wealth Management employee Jim Gasparello shaking hands with attendee at Lab Dedication at SSU.


May 2019

Image result for wall street journal logo

Rob Lutts quoted in the "Wall Street Journal"

“Tesla isn’t going to get out of its trading range unless Elon succeeds in cracking the code of ramping up production,” said Rob Lutts, chief investment officer of Cabot Wealth Management, a money-management firm that owns about $2 million worth of Tesla shares and has no immediate plans to buy more.

Read Full Article Here

"Used with permission from The Wall Street Journal, WSJ.com. Copyright 200__ Dow Jones & Company, Inc. All rights reserved."



April 2019

 

Rob Lutts quoted in "South China Morning Post" 

See what Rob Lutts, Cabot Wealth Management's President and Chief Investment Officer and others have to say about investing in Chinese equities:

Long-time China investor Rob Lutts, president and chief investment officer of Salem, Massachusetts-based Cabot Wealth Management, said he thought “the general attitudes toward China, among investors, is still in the ‘avoid’ category”, but he saw a lot of value in the nation’s equity markets, with insurance among his favourite sectors.


“When incomes go from US$8,000, US$12,000 towards US$25,000, you go from taking care of basic needs to start thinking about buying cars and homes, and that brings insurance,” he said, adding that he liked insurers Ping An Insurance and AIA Group Ltd.


“Investing in those two companies today,” he said, “is like investing in Prudential in the 1940s in the United States.”


Read Complete Article Here



March 2019

Rob Lutts on "Money Life with Chuck Jaffee" (March 4, 2019)

Listen to Rob Lutts discuss stock picks and talk about the market on Money Life with host Chuck Jaffee. For more from the Money Life Show, visit www.moneylifeshow.com.

    Click on the play button below to listen to ROB's INTERVIEW




Media

Parsing China’s economic slowdown from CNBC.



Press Release

August 01, 2017

Cabot Wealth Management, Inc., a private wealth management firm providing fiduciary advice since 1983, today announced president and founder Robert Lutts’ ten-year succession plan. Effective July 01, 2017, thirty percent of Cabot Wealth Management was sold to the three senior principals of the firm: Jim Gasparello, Greg Stevens, and Sonia Ernst. Lutts will continue to be the primary shareholder, owning 70 percent of the shares and actively working as he has done for the past 34 years.

READ MORE / VIEW PDF