James River Investment Strategies, LLC
At Cabot Lodge Securities, LLC, our clients benefit from a well conceived investment strategy to better plan their financial future. With this in mind, here at Cabot Lodge we are committed to providing a diverse array of investment products and services that address our clients' needs and goals. We provide a disciplined and sound investment approach that considers specific needs and goals and accounts for evolving market conditions. Cabot Lodge is a financial services firm uniquely positioned to offer clients a combination of traditional investment offerings and boutique style alternative investment solutions. We offer a broad spectrum of investment products and services via our open architecture product platform. We strive to serve our clients' best interests every day, whether it's in setting up a college fund with parents or consulting with parents or consulting with a senior executive on a multi-million dollar corporate acquisition. Our core belief, upon which all of our business in conducted is a constant: we put our clients' interests first.
Newsletters
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?