Market Insights

2020 Q2 Market Commentary

As I sit down to write my second quarterly commentary, I hoped it would take on a different tone and focus on a topic different ...

2020 Q2: Virus, Stimulus, Recovery – What’s Driving Markets?

Due to the ever-changing economic market conditions, Stephen Griner and Trey Prophater from Persium Group will host a live webinar to provide a market update ...

2020 Q1 Market Commentary

We are living in different times, which calls for a different breed of quarterly commentary. For the first time in many years, it will not ...

2020 Q1: Trade, Brexit, Politics and Virus: What’s Driving Markets Today?

The Webinar will Cover the Following Points of Discussion: What a difference a year makes; 2019 in review Trade and Politics…storm clouds on the horizon? ...

2019 Q4 Market Commentary

What a difference a year makes! In stark contrast to the story of 2018, returns across almost all asset classes were universally positive in 2019. ...

2019 Q4: Owner to Investor — Following a Written Investment Plan and Discussing Wealth with Family

Business owners exit only once, and as they do, they must transition from running a business to managing a portfolio. Running a successful business means ...

2019 Q3 Market Commentary

The U.S. stock market, as measured by the Standard and Poor’s 500 (S&P 500®), made headlines with its volatility in the third quarter of 2019 ...

2019 Q2 Market Commentary

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, ...

2019 Q1 Market Commentary

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 ...

2018 Q4 Market Commentary

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 ...

2018 Q3 Market Commentary

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 ...

2018 Q2 Market Commentary

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 ...

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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.
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