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…
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…
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…
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 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,…
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…
The ETF Advantage: What Most Investors Never See
By Robin Kaukonen, Sr. Portfolio Manager – Summit Global As promised in last month’s “The Art and (Science) of Trading,” I plan to take you down the rabbit hole of ETF custom rebalances. But first, let’s take a step back and talk about the origins of ETFs and why they’ve become so ubiquitous in the…
Summit Global Launches Enhanced Model Portfolios
Bountiful, Utah – February 4, 2026 — Summit Global Investments (“Summit Global”) has announced the launch of its new Enhanced Model Portfolios, a suite of ETF-driven investment strategies designed to provide investors with greater access to sophisticated, institutional-grade portfolio management techniques traditionally reserved for larger, more complex accounts. The new models incorporate option income strategies…
What are Zero days to Expiration Options?
What Is a Zero Days to Expiration (0DTE) Option? Zero Days to Expiration (0DTE) options are option contracts that expire on the same trading day they are entered. In the case of S&P 500 Index (SPX) options, expiration occurs at the end of the trading session (2:00 p.m. Mountain Time). Over the past several years,…
What is Quantitative Investing?
Quantitative investing, often shortened to “quant investing,” is an investment approach that relies on mathematical models, statistical analysis, and computer algorithms to identify investment opportunities, construct portfolios, and manage risk. The advent of powerful computers with access to millions of data points and sophisticated models has made quant investing mainstream in the past several decades.Unlike…
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