The Psychology of Investing: Winning the Battle Against Emotion
By Ron Rice, Head of Marketing – Summit Global Investments Welcome to Investor IQ Every day brings another market prediction, another “can’t miss” investment, another headline designed to capture attention rather than build understanding. In a world overflowing with opinions, one of the most valuable investments you can make is in your own financial knowledge.…
Harden Named to Marquis Who’s Who List
Dave Harden is celebrating 33 years of distinguished service in the finance industry BOUNTIFUL, UT, June 25, 2026 – Dave Harden has been selected for inclusion in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments,…
AI Investing: Giant Opportunity or the Next Energy Crisis?
By Robin Kaukonen, Sr. Portfolio & Trading Manager – Summit Global Investments Recently, I attended two industry conferences. AI was a predominant theme at both events. Everyone is talking about which AI companies make the best investments and how to use AI to increase productivity and profitability. Very few people are talking about the environmental…
The Hedge Fund Illusion: What Lies Beneath the Performance Numbers
By Aash Shaw, Head of Investments – Summit Global Investments At its core, a hedge fund is a private, pooled investment vehicle. Professional managers raise money from wealthy individuals and institutional investors (like pension funds or universities) and use that combined financial power to execute complex trading strategies. The name “hedge” comes from their original…
Invest in the Impact of AI, not the Infrastructure of AI.
Authoritative insights that help explain what’s really moving investor behavior right now. The market narrative remains dominated by inflation, geopolitics, and AI. Everything else is table scraps. Inflation Markets are always best with a clear path and clarity. Inflation is real. How to deal with it is the problem. The Fed is going to take a…
Financial Risks That Extend Beyond The Portfolio
Paul Larrabee, Director of Insurance – Summit Global Investments Why Some Investors Use Insurance Strategies as Part of a Broader Wealth Preservation Plan For many investors, retirement planning begins with a familiar formula: build a diversified portfolio of stocks, bonds, and cash equivalents designed to grow over time. While those traditional investment tools remain foundational,…
Understanding The Role of Private Capital in Modern Portfolios
By Steve Farrell, Head of Family Office & Director of Fixed Income & Private Capital – Summit Global Investments Why More Sophisticated Investors Are Expanding Beyond Traditional Markets For decades, most investors built portfolios around a familiar mix of publicly traded stocks, bonds, and cash equivalents. But as markets evolve and wealth strategies become more…
AI in Investment Management
By Parineeta Gengaje , Senior Investment Analyst – Summit Global Investments What’s Changing and What Matters Artificial intelligence is quickly becoming a defining advantage in modern investment management. Markets have always been data-driven, but the scale, speed, and complexity of today’s information environment have made traditional approaches increasingly insufficient. The edge is no longer just…
Before You Buy SpaceX Stock: Understanding the Hype, the Risks, and the Market History
From the Summit Global Investment Team The following guidance reflects the collective views of Summit Global’s investment professionals. It is informed by our shared research, disciplined investment process, and ongoing market analysis, and is intended to provide a unified perspective on matters of broad investor interest. Although there has been ongoing speculation about a potential…
Does Gold Belong in Your Portfolio?
By Jon Burckett – Senior Portfolio Manager John Maynard Keynes famously described the gold standard as a “barbarous relic,” and Warren Buffett has pointed out it produces no cash flow or earnings power. Buffett is correct: gold is fundamentally unproductive and sentiment-driven — more akin to a collectible than a stock or bond, impossible to…
Thriving in Volatility: A Guide for Investors
What’s next?” It’s a question we all ask about our careers, our families, our future. And just as often, we ask it about the markets. The truth is, none of us can predict the future. But here’s the good news: long-term investors don’t need to predict the future. You need a strategy to navigate it…
The Broken Watch Problem in Trading
By Tony Hozian, Sr. Derivatives Trader – Summit Global Investments What is the difference between a Buy Side option trading shop and a Sell Side option trading shop? If you Google this question and skim a few answers, it’s easy to walk away with the wrong conclusion. The answer sounds obvious, right? Buy Side buys things. Sell…
Summit Global Private Wealth
Proven Performance
Your Goals. Your Future.
Your Story.
Connect with a Summit Global Private Wealth advisor who understands what matters most to you and your family.