Summit Global Financial

CEO Dave Harden sits down with VettaFi’s ETF Spotlight to discuss how today’s ETF landscape is evolving—and what investors should be paying attention to now. In this insightful conversation, Dave explores how disciplined ETF construction, risk-aware positioning, and thoughtful diversification can help portfolios stay resilient through changing market conditions. Watch the full video to hear…

By Steve Farrell – Head of Family Office | Director of Fixed Income & Private Capital As investors look ahead to 2026, municipal bonds are re-emerging as a compelling area of focus—particularly for those seeking tax efficiency, income stability, and risk-aware portfolio construction. After several years of shifting interest-rate dynamics, today’s municipal market presents a…

As 2025 comes to an end, it’s an appropriate moment to step back and assess the market environment heading into 2026. Investors have now experienced three consecutive years of extraordinary returns. From October 2022 through October 2025, the S&P 500 delivered an annualized return of 22.6%, while the Nasdaq 100 surged an astonishing 32.4% per…

Every investor—whether they’re starting with a $200,000 401(k) balance or managing several million—shares a common goal: to build a financial future that feels secure, flexible, and aligned with their life’s vision. Yet the path to getting there isn’t defined by market timing, a lucky stock pick, or guessing what’s coming next. Instead, long-term success almost…

Let’s be honest — trading gets a bad rap sometimes. Movies love to paint traders as adrenaline junkies shouting into phones, fueled by caffeine and chaos — and that is how it was in the 90s on the trading desk at Lehman Brothers.  However, times have changed and the real art and science of trading…

“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. We don’t know exactly what life will bring though we can expect familiar milestones like building a career, raising a…