Investment Insights

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

2024 Q3 Market Commentary

By Will Bowen | Oct 31, 2024

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

By Will Bowen | Jul 31, 2024

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 ...

2024 Q1 Market Commentary

By Will Bowen | Apr 30, 2024

My process for writing this commentary varies a little from quarter to quarter, but overall it remains consistent. During the quarter, I note what might ...

2023 Q4 Market Commentary

By Will Bowen | Jan 31, 2024

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

2023 Q3 Market Commentary

By Will Bowen | Oct 31, 2023

I had initially planned to have this whole commentary write itself – literally. Well, almost the whole commentary. All joking aside, my plan was to ...

2023 Q2 Market Commentary

By Will Bowen | Jul 31, 2023

How about those Atlanta Braves?! The Braves held the best record in all Major League Baseball, hit the most home runs ever, and sent eight ...

2023 Q1 Market Commentary

By Will Bowen | Apr 28, 2023

During the first quarter of 2023, inflation remained higher than comfortable for the Federal Reserve (the Fed); we experienced the second largest bank failure in ...

2022 Q4 Market Commentary

By Will Bowen | Jan 31, 2023

Last year, we used the first quarter market commentary to look back at the top stories of the prior year and look ahead to the ...

November Market Update

By Persium | Nov 17, 2022 | VIDEO

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

2022 Q3 Market Commentary

By Will Bowen | Oct 31, 2022

2022 has been a historic year for the market but not “the market” people normally think about when they hear the term. The term “the ...

2022 Q2 Market Commentary

By Will Bowen | Jul 29, 2022

When I sit down to write the quarterly commentary, I often have past commentaries handy as a reference. This quarter, I could practically copy and ...

Market Plunge

By Persium | Jun 14, 2022 | VIDEO

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

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.