Summit Global Investments

A managed risk approach to equity investing.
For full disclosures, see:

[Summit Global Investments @SGI_AM]

#ETF mechanics extend beyond trading convenience. The in-kind creation and redemption process can influence #TaxEfficiency and market pricing alignment. Structural considerations remain an important element in evaluating portfolio vehicles. https://t.co/8YctgVheac

[Summit Global Investments @SGI_AM]

Remembering with gratitude the sacrifice of those who served.

[Summit Global Investments @SGI_AM]

During periods of war and geopolitical uncertainty, it can be helpful to look at how markets have behaved in similar environments. Aash Shah offers historical context around volatility, recovery patterns, and investor positioning.
Read more: https://t.co/vHTGzYHiCl

[Summit Global Investments @SGI_AM]

only able to access the company indirectly, if at all. Even where access exists, it can come with trade-offs, like limited liquidity, higher fees, and less valuation transparency. Realities behind the hype and the risks investors should understand: https://t.co/4waPCs2zON

[Summit Global Investments @SGI_AM]

SpaceX interest continues to build, but access is more limited than headlines suggest. As a private company, SpaceX shares aren't available through traditional markets. Direct ownership is typically restricted to institutions and accredited investors, with most retail investors

[Summit Global Investments @SGI_AM]

Robin Kaukonen, Senior Portfolio and Trading Manager, breaks down how this region influences pricing, volatility, and broader market behavior. https://t.co/tsJEX17dHA

[Summit Global Investments @SGI_AM]

When headlines around Iran heat up, markets don’t just react—they reprice risk almost instantly.
That’s because Iran sits at the center of one of the world’s most critical energy corridors. The Strait of Hormuz carries a meaningful share of global oil supply,

[Summit Global Investments @SGI_AM]

and even small disruptions can ripple across markets.
Recent events have reinforced this dynamic, with oil prices jumping and global equities reacting quickly as tensions escalate.

[Summit Global Investments @SGI_AM]

David Harden, Summit Global Investments CEO, joins @CNBC @TheExchange to discuss the risks for equity markets, the path for equities and much more.https://t.co/VPMNASM0fv

[Summit Global Investments @SGI_AM]

This is more than an individual achievement — it’s a shared success for the entire Summit Global Private Wealth family. Congratulations, RJ — well deserved.

[Summit Global Investments @SGI_AM]

We’re proud to celebrate RJ Cunningham on being named a 2026 Five-Star Financial Planner by @investmentnews - a prestigious recognition that underscores his commitment to delivering thoughtful, client-centered guidance that goes well beyond portfolios.

[Summit Global Investments @SGI_AM]

a genuine commitment to their success. Just as importantly, it speaks to the culture we’ve built at Summit Global, where collaboration, shared knowledge, and a unified mission elevate every advisor and every client experience.”

[Summit Global Investments @SGI_AM]

Today is Earth Day — a reminder of the importance of long-term thinking and thoughtful stewardship.

[Summit Global Investments @SGI_AM]

Today is Administrative Professionals Day.

Thank you to those who keep things running smoothly, often without recognition — managing the details, supporting teams, and helping create a better experience for everyone they work with.

Your work does not go unnoticed.

[Summit Global Investments @SGI_AM]

recovery patterns, and investor positioning.

Read more for perspective on how markets have navigated past periods of uncertainty.
https://t.co/sgoTgJopqE

[Summit Global Investments @SGI_AM]

During periods of war and geopolitical uncertainty, it can be helpful to look at how markets have behaved in similar environments.

Aash Shah, Head of Investments, looks at geopolitical events and the corresponding market responses, offering historical context around volatility

[Summit Global Investments @SGI_AM]

and make sure your investments and tax plan are in sync. At Summit Global, we believe proactive planning minimizes surprises and can lead to better outcomes.
Not sure about your strategy for 2026? Call us – we’re here to help.
#TaxDay #WealthPlanning #Investing #TaxPlanning

[Summit Global Investments @SGI_AM]

It's Tax Day! While you may have already filed, or are just about to, Tax Day is a great reminder that smart tax planning doesn’t end once you file. This is a good time to review your 2025 tax plan – what worked? What didn’t? Explore opportunities to improve tax efficiency,

[Summit Global Investments @SGI_AM]

Tune it to CNBC today between 1-2 ET as CIO, David Harden, joins @KellyCNBC on @CNBCTheExchange to share his insights on the market and outlook for the days ahead. #marketoutlook #SGI