Summit Global Financial

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.

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…

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…

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,…

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…

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…

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…

In this timely conversation, CEO Dave Harden recently joined The Exchange on CNBC to share his perspective on today’s markets, changes at the Fed, investor sentiment, and the disciplined principles guiding Summit Global’s approach to risk and opportunity. Watch the full interview to hear how Summit Global is helping investors and advisors navigate complexity with…

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,…

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…