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BOLT Wealth Management is a collaborative planning and investment firm, changing the landscape to better serve our clients and support their values to establish, cultivate and preserve their financial livelihood. Through a planning-based process, we utilize strategies and techniques to address the questions that pertain to a comfortable financial future for individuals, families and businesses.

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BLOG

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

2 min read

Bank failures = recession?

Let’s talk about what’s going on in markets and the economy after the recent bank failures.

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

2 min read

Recession (Y/N)?

The most common definition of a recession is two consecutive quarters of negative growth.

Inflation: the supermarket business model is too fragile to shield customers from rising food prices

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

3 min read

Inflation: the supermarket business model is too fragile to shield customers from rising food prices

The supermarket business model is too fragile to shield customers from rising food prices.

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BOLT Wealth Management LLC is a California registered investment adviser

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