Different Names. Same Risk
By Ron Rice, Head of Marketing – Summit Global Investments There’s an old diversification analogy involving eggs and baskets. You know the one. Don’t put all your eggs in one basket. It’s good advice. But modern investing has made the basket considerably more complicated. Imagine putting your eggs into five different baskets—then discovering that all…
Would You Build The Same Portfolio Today?
By Parineeta Gengaje, Senior Investment Analyst – Summit Global Investments One question that can transform the way investors think about their portfolios. Imagine logging into your brokerage account tomorrow morning and discovering that every investment has been sold overnight. Your account is now 100% cash. There are no taxes to worry about. No transaction costs.…
What is Liquidity and Why Does it Matter?
By Tony Hozian, Senior Derivatives Manager – Summit Global Investments The true value of an investment isn’t just what it’s worth. It’s whether you can buy or sell it when it matters most. According to ProphetX (one of the recently approved prediction markets by the Commodity Futures Trading Commission, or CFTC), liquidity is the amount…
Does Valuation Matter?
By Jon Burckett-St. Laurent, Senior Portfolio Manager – Summit Global Investments Not long ago, a client of our firm with a concentrated position in one of the mega-cap technology names pushed back on a recommendation to gradually trim the holding. The case for trimming was straightforward: concentrated positions carry inherent risk, and the stock was…
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 Shah, 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…
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…
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…
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