Investment Insights

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

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 ...

2020 Q4 Market Commentary

By Will Bowen | Jan 25, 2021

I doubt many of us were disappointed on December 31st as 2020 entered history and 2021 was ushered in. The past year has been a ...

2020 Q3 Market Commentary

By Will Bowen | Oct 20, 2020

The third quarter of 2020 was again dominated by COVID-19 and its continued effect on our lives, the economy, and the markets. It feels like ...

2020 Q3: Pandemic and Politics – What’s Driving Markets?

By Persium | Oct 7, 2020 | VIDEO

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

2020 Q2 Market Commentary

By Will Bowen | Jul 31, 2020

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?

By Persium | May 20, 2020 | VIDEO

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

By Will Bowen | Apr 30, 2020

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?

By Persium | Mar 24, 2020 | VIDEO

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

By Stephen Griner | Jan 31, 2020

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

By Stephen Griner | Nov 1, 2019 | VIDEO

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 ...

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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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