Investment Insights

These short, conversational videos and commentaries provide the Persium team's
latest perspective regarding the ever changing economic and investment environment.

2026 Q1 Market Commentary

Q1 Commentary: A Lot Happened. Here’s What Mattered. I am not a natural writer (I have good editors who help me look competent), which makes ...

A Possible Ceasefire… and a Masters Pick

It has been a little over two weeks since our last update on the conflict in Iran. Not because nothing was happening, but because events ...

Staying Patient in an Impatient Market

As I sit here drafting this memo early the morning of March 23, the conflict with Iran has entered its third, and what could be ...

March Madness and a Little Perspective

For any college basketball fans reading, you know March brings the madness of the NCAA basketball tournament. For those who don’t follow, I am referring ...

Iran, Oil, and Markets

Over the weekend, the United States and Israel launched a major military operation against Iran, striking strategic sites across Tehran and other cities. The targets ...

2025 Q4 Market Commentary

Market Trends: Looking Back at 2025 and Ahead to 2026 For the past few years, I have used the first commentary of the new year ...

2025 Q3 Market Commentary

A Remarkably Calm Market… For Now  I have tried to think of a clever way to start this commentary with a good quote, a song ...

2025 Q2 Market Commentary

A “Sneaky Good” First Half to 2025  “Sneaky good” is how one of my co-workers explained the stock market and economy during a recent call. ...

2025 Q1 Market Commentary

Not being a natural writer, more of a talker, these commentaries are never easy to write, but the level of difficulty varies depending on the ...

2024 Q4 Market Commentary

For the past few years, I have used the first commentary of the new year to look back at our anticipated top stories of the ...

2024 Q3 Market Commentary

Maybe it is just a personality trait, but I am most nervous when everything seems to be going great. When the Georgia Bulldogs are playing ...

2024 Q2 Market Commentary

After 2023, during which The Standard and Poor's 500 (the S&P 500) rallied over 24%, many economists and investment professionals predicted a 2024 in which ...

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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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