UPCOMING Webinar

What the Midterms May Mean for Your Money

Thursday, November 5, at Noon ET

Every election cycle, we’re inevitably asked by clients what the results mean for their portfolio. How will the market react? Are tax policy changes on the horizon?

We’re sharing our perspective on what the midterm outcomes could mean for markets and tax planning, focusing on what matters and ignoring the noise.

We’ll cover:

  • What the midterm election results may mean for investors and how either a unified or divided Congress might shape what gets done in Washington
  • Tax changes and proposals worth watching, what remains uncertain and what to think about before year-end
  • What history shows about market performance after midterms, and the other forces that tend to matter more
  • How to keep portfolio decisions aligned with your own personal goals instead of reacting to headlines

Featured Speakers

Will Bowen headshot

Will Bowen

Partner & Senior Relationship Manager
Trey Prophater headshot

Trey Prophater

Partner & Chief Revenue Officer

Disclosure: For informational and educational purposes only. Nothing presented should be construed as individualized investment, tax, or legal advice. Please consult your appropriate professional advisers regarding your specific circumstances. Persium Advisors, LLC is an SEC-registered investment adviser.

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.

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.