SGI’s ‘View from the Summit’ 2017Q4 Market Commentary

CLICK HERE for SGI’s Q4 2017 market commentary, covering the markets, the economy, tax reform, interest rates, consumer sentiment, valuations, sectors, factors and wrapping up with SGI’s outlook for 2018.

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Death of Big-Box Retail…Not Quite

Contribution made by Aash Shah, Senior Portfolio Manager, SGI to article by Kayleigh Kulp, reporting for CNBC, using opinions from many qualified sources, discusses why the death of brick and mortar retail is not yet. Though some are suffering from poor revenues and growth, many are still in it for the long haul.

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Market Downturn Likely…

Dave Harden, President/CIO of Summit Global Investments, shares his insight regarding what he sees as a market correction coming within the next 6-12 months and why investors shouldn’t be complacent in their investing.

The article was written by Karen McMasters of FA-Mag.com on August 9, 2017.

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SGI’s ‘View from the Summit’ 2017Q2 Market Commentary

CLICK HERE for SGI’s Q2 2017 market commentary, covering the markets, the economy, volatility matters, interest rates, consumer sentiment, valuations, sectors, factors and wrapping up with SGI’s outlook for the second half of 2017.

 

 

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9 Signs for Selling a Stock

Aash Shah, senior portfolio manager for Summit Global Investments discusses nine signs that indicate it might be time to sell a stock. If you’re considering a review of your investment portfolio, you should know the signs for whether you should sell or keep certain stocks.

The article can be found at the NewsMax Finance website.

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SGI’s ‘View from the Summit’ Q12017 Market Commentary

CLICK HERE for the SGI’s quarterly market commentary ‘View from the Summit’ covering Q1 2017.

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5 Ratios Investors Need to Know

Aash Shah, Senior Portfolio Manager with SGI, sits down with Jeff Brown of U.S. News & World Report for a discussion on the types of investment ratios investors should consider when researching investment opportunities. Click the link below for the article:

5 Ratios Investors Need to Know

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Maximize Your Upside While Limiting Your Downside

Summit Global Investments President & CIO Dave Harden sits down for an interview with Wallace Forbes at Forbes.com. Dave discusses why risk management is an important element in a portfolio and what sets Summit Global Investments (SGI) apart with a low volatility approach to equity investing.

Forbes.com Article

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Dave Harden Interview from Moneylifeshow.com – 9.15.16

On September 15, 2016, Dave Harden (President & CIO) of Summit Global Investments sat down for an interview with Chuck Jaffe from Moneylifeshow.com. Click here to view the Moneylifeshow.com site and here for the audio file of the interview.

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Bryce Sutton Article for FA-Mag.com – Millennial Money

Bryce Sutton, Summit Global Investments Managing Director, shares keen insight in his article with FA-mag.com on the investing styles of the millennial generation. He shares tips on how millennials can become more knowledgable about the stock market, how low volatility investing can coincide with their risk averse outlook toward saving for the future and how having an advisor can create a potential advantage for them as they build ties and create a relationship that can help guide them toward their investment goals.

Click here to view the article ‘Millennial Money – From Stock Shy to Stock Saavy.

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