Summit Global Investments Launches the Next Evolution of Family Office Advisory
BOUNTIFUL, Utah, May 21, 2026 /PRNewswire/ — Summit Global Investments (Summit Global) today announced the next evolution of Summit Global Family Office, an elevated family office platform designed to serve ultra-high-net-worth individuals, multi-generational families, entrepreneurs, and globally connected clients. The platform delivers a highly integrated framework of institutional investment management, global advisory, private capital access, and long-term…
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…
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,…
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…
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…
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 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…
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…
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