Market Insights

2019 Q2 Market Commentary

July 30, 2019

Stock markets in the U.S., as measured by the Standard and Poor’s 500 (S&P 500), continued their march to recovery during the second quarter. Recently, U.S. stock markets have moved to new record highs; however, they are still only slightly above January 2018 levels. The upward march was briefly interrupted by a 7-10% pullback in…

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2019 Q1 Market Commentary

May 28, 2019

The Standard and Poor’s 500 (S&P 500), a measure of U.S. stock market performance, started 2019 coming off the heels of a significant correction (some even speculated the start of a bear market). Since the Christmas Eve 2018 low, stocks have experienced a remarkable run. The S&P 500 finished the first quarter of 2019 up…

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2018 Q4 Market Commentary

December 15, 2018

Do not go gentle into that good night, Old age should burn and rave at close of day; Rage, rage, against the dying of the light. – Dylan Thomas   The year 2018 certainly did not go gently. The Dow Jones Industrial Average (an index consisting of 30 blue chip stocks) posted a record-breaking Christmas…

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2018 Q3 Market Commentary

September 30, 2018

While researching this quarter’s market commentary, I came across an analogy I think is a good reminder for today’s market.   Imagine you are climbing a mountain. As the peak nears, you see a massive grizzly bear. The bear stomps its front paw and charges toward you. Your instincts beg you to run. You only…

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2018 Q2 Market Commentary

June 15, 2018

Despite prolonged volatility, U.S. stocks continued to post modest gains in the second quarter. Large-cap stocks (generally defined as companies with a market capitalization of more than $10 billion) notched up 3.43% for the quarter and 2.65% for the year as measured by the Standard and Poor’s 500 (S&P 500).  Small cap stocks (generally defined…

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2018 Q1 Market Commentary

April 1, 2018

“Stocks post worst start to April since the Great Depression” Do I have your attention? This was a headline posted to CNBC.com at 2:27pm Eastern on April 2nd. Indeed, the S&P 500 (a broad measure of U.S. stock market performance) closed down 2.2% on Monday, April 2nd and had the worst second quarter start since…

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2017 Q4 Market Commentary

January 2, 2018

Yogi Berra coined the phrase, “It’s déjà vu all over again.” This saying could apply to the investment markets for 2018. This New Year may mirror the previous, with continued moderate growth, steady employment, and low inflation. Looking back at 2017, the S&P 500, (a broad measure of the U.S. stock market), ended a healthy…

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2017 Q3 Market Commentary

September 6, 2017

In what feels like a broken record, investment markets across the board performed well this past quarter. Emerging markets were strong, European markets were strong, credit markets were strong, property markets were strong, and consumer sentiment was strong. U.S. markets, after bouncing around early in the second quarter, took off in September and posted a…

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2017 Q2 Market Commentary

July 25, 2017

You need only one word to describe the performance of most global securities during the second quarter: “Up.” In fact, of the 145 stock, bond, U.S., foreign, target, and commodity indices found on Morningstar.com, all but 14 were positive for the quarter. Of the 14 that were down, only seven fell more than 1%. Energy…

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2017 Q1 Market Commentary

January 23, 2017

This past year has been an exhausting one for many investors: China started rebalancing, the Federal Reserve Bank (Fed) failed to raise interest rates for most of the year, Europe grappled with Brexit, political tensions rose in Ukraine and the Middle East, and the US suffered through painful elections before ultimately choosing Donald Trump. Surprisingly,…

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Persium Group, LLC  /  6190 Powers Ferry Road, Suite 500  /  Atlanta, GA 30339

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.