As we close the first month of 2026, we would like to provide a brief update on key economic developments and share a few updates regarding Bolt Investment Group.
Attached, you will find a detailed report outlining current economic indicators, our market outlook, and potential risks we continue to monitor. For your convenience, we have included a summary of the key highlights below.
Firm Update
Bolt Investment Group continued to grow throughout 2025, and we remain committed to strengthening our firm just as diligently as we serve our clients as fiduciary advisors.
One important initiative over the past year has been the development of strategic relationships. After interviewing several CPA firms through both virtual and in-person meetings, we selected a firm in Moore, Oklahoma that we believe offers strong technical expertise, thoughtful planning capabilities, and a client-centered approach. If you would like an introduction, please feel free to call or reply to this email.
Since our founding, we have experienced significant growth. As part of our long-term strategy, we are exploring opportunities to acquire like-minded firms and potentially expand our advisory team. We are focused on identifying experienced advisors within Oklahoma who share our values and commitment to client service. If you are aware of advisors who may be interested in expanding their capabilities or footprint, we welcome the introduction.
As always, we are available to answer questions, address concerns, or assist with account updates. Please do not hesitate to reach out by phone or email at any time.
Additionally, if you maintain other investment accounts—such as a 401(k) with a current employer—we would be happy to review those with you. Periods like this can provide a good opportunity to evaluate your overall retirement strategy and ensure your investments remain aligned with your long-term goals.
Thank you for your continued trust and confidence.
2026 Executive Summary
Prepared by Bolt Investment Group
Economic & Market Environment
- Inflation has declined and stabilized compared to prior years and continues trending in a favorable direction.
- Personal disposable income continues to grow, supporting consumer spending and economic resilience.
- Price increases across most major goods and services have moderated, with energy remaining the most volatile category.
- U.S. tariff revenue increased significantly in 2025 and has become a meaningful component of federal revenue.
Outlook
- Current economic conditions remain generally supportive of market growth in 2026.
- Barring unforeseen events, markets are positioned to perform well if current trends persist.
Investment Positioning
- Retirement plan assets remain invested in diversified strategies designed to participate in market growth while managing downside risk.
- No broad portfolio changes are currently warranted.
- Participants may request allocation adjustments or discuss consolidating outside retirement assets at any time.