Investment Insights

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

2022 Q1 Market Commentary

By Will Bowen | Apr 29, 2022

I penned my first quarterly commentary in April of 2020. At that time, the topic was obvious. COVID-19 exploded onto the scene, and the world ...

Market Volatility

By Persium | Apr 26, 2022 | VIDEO

Persium team’s perspective on the latest news regarding the ever-changing economic and investment environment.

Inflation Report

By Persium | Apr 13, 2022 | VIDEO

Persium team’s perspective on the latest news regarding the ever-changing economic and investment environment.

Yield Curve Inversion

By Persium | Apr 1, 2022 | VIDEO

Persium team’s perspective on the latest news regarding the ever-changing economic and investment environment.

Fertilizer and Inflation

By Persium | Mar 25, 2022 | VIDEO

Persium team’s perspective on the latest news regarding the ever-changing economic and investment environment.

Interest Rates and Oil

By Persium | Mar 17, 2022 | VIDEO

Persium team’s perspective on the latest news regarding the ever-changing economic and investment environment.

Bad News Everywhere

By Persium | Mar 11, 2022 | VIDEO

Persium team’s perspective on the latest news regarding the ever-changing economic and investment environment.

2021 Q4 Market Commentary

By Will Bowen | Jan 31, 2022

Many people use the new year to establish New Year’s resolutions. While I have never been big on resolutions, I am a sucker for Top ...

2021 Q3 Market Commentary

By Will Bowen | Oct 29, 2021

On the one hand, I am excited to start this commentary with something other than the latest COVID-19 stats, but on the other hand, some ...

2021 Q2 Market Commentary

By Will Bowen | Jul 30, 2021

There is a decent chance you are reading this quarter’s commentary while on vacation, just back from vacation, or about to leave for vacation. With ...

2021 Q1: President Biden’s First 100 Days: Economy, Inflation, and Taxes

By Persium | May 5, 2021 | VIDEO

This webinar is presented by Stephen Griner and Trey Prophater from Persium Group, to discuss market news and insights.

2021 Q1 Market Commentary

By Will Bowen | Apr 30, 2021

2021 is off to an eventful start, so much so that I am tempted to start this commentary with something other than COVID-19. Alas, the ...

ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 2100 Riveredge Parkway, Suite 1230 / Atlanta, GA 30328

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.

Owner 2 Investor framework

Navix exit planning

Coverity retirement plan oversight

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.