VIDEO: Dave Harden Joins The Exchange on CNBC to Discuss AI Winners
David Harden, Summit Global Investments CEO, joins ‘The Exchange’ to discuss the upcoming AI winners, and what to make of the AI trade and much more. See the full CNBC video interview HERE
Shockwave: The SpaceX IPO Effect
How Will it Affect the S&P 500? By Jacob Mullen, Quantitative Derivatives Trader UPDATE 6/18/26: SPLASHDOWN As expected, SpaceX has made a splashdown in the market and caused ripples throughout. The historic IPO briefly leapfrogged Amazon and Microsoft in terms of market cap within just a few days of being listed. While the S&P 500…
The Return That Matters Most
In a world of endless information, real guidance still matters. For years, the financial advisory industry has tried to prove its value with charts, percentages, and performance metrics. Advisors point to studies showing how professional guidance can potentially improve long-term outcomes through tax efficiency, behavioral coaching, disciplined investing, and strategic planning. And while those numbers…
The Hormuz Effect: How One Region Sends Shockwaves Through Global Markets
By Robin Kaukonen, Senior Portfolio and Trading Manager – Summit Global Investments When headlines around Iran heat up, markets don’t just react—they reprice risk almost instantly. That’s because Iran sits at the center of one of the world’s most critical energy corridors, particularly the Strait of Hormuz, through which a significant portion of global oil…
Cunningham Named 2026 5-Star Financial Planner by Investment News
Congratulations to our very own RJ Cunningham on being named a 2026 5-Star Financial Planner by InvestmentNews—an exceptional and well-earned honor that reflects his dedication, expertise, and unwavering commitment to helping clients achieve meaningful financial outcomes. This recognition highlights the very best of what modern financial planning represents: going beyond portfolios to deliver holistic guidance,…
War, Markets & Reality: What History Actually Tells Investors
By Aash Shah – Head of Investments, Summit Global Investments The U.S./Israel – Iran conflict began five weeks ago, and we’ve witnessed a near doubling of oil prices as well as falling stock prices with increased volatility in most financial markets. It can be instructive to look at prior periods of war and major geopolitical…
Video: Dave Harden Joins the Claman Countdown on Fox Business
Summit Global Investments CEO and CIO Dave Harden discusses the market amid the conflict in the Middle East and his top picks on ‘The Claman Countdown.’ Check out the full video interview HERE.
The Market’s Mood Ring: Decoding the VIX
By Tony Hozian, Senior Derivatives Manager What is the VIX? The VIX, introduced in 1993 by the Chicago Board Options Exchange, is one of the most widely referenced indicators in modern markets—and one of the most misunderstood. At its core, the VIX is a forward-looking measure of expected volatility. Specifically, it reflects the market’s expectation…
The Value of Advice: Why Financial Advisors Matter Now More Than Ever
By Sylvain Templeman, Chief Growth Officer Financial markets have always moved in cycles. Periods of stability and growth are inevitably followed by volatility, uncertainty, and headlines that can challenge even the most experienced investors. During these moments, the value of professional financial advice becomes especially clear. While technology has made investing more accessible than ever,…
The Evolution of Trading: From Chalkboards to Code
By Robin Kaukonen – Sr. Portfolio & Trading Manager, Summit Global Investments If you walked onto the floor of the New York Stock Exchange in the early 1900s, you wouldn’t see traders staring at multiple monitors with Bloomberg glowing in the background. You would see paper. You’d hear shouting. You’d smell ink and sweat. And…
How Annuities Fit into Retirement Income Planning
By Paul Larrabee – Director of Insurance, Summit Global Financial One of the biggest questions people face when approaching retirement is simple but profound: “Will my money last as long as I do?” For decades, retirement planning focused primarily on building wealth—contributing to 401(k)s, IRAs, brokerage accounts, and other investment vehicles. But as retirement approaches,…
Beyond the S&P 500: Strategic Diversification
By Aash Shah – Head of Investments, Summit Global Investments For over a decade, the conversation around international investing was often one of “why bother?” As the S&P 500—fueled by a handful of tech titans—consistently outperformed the rest of the world, home-country bias became a winning strategy. But as we move through 2026, the data suggests…
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