Investment Insights

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

2019 Q3 Market Commentary

By Stephen Griner | Oct 31, 2019

The U.S. stock market, as measured by the Standard and Poor’s 500 (S&P 500®), made headlines with its volatility in the third quarter of 2019 ...

2019 Q2 Market Commentary

By Stephen Griner | Jul 30, 2019

Stock markets in the U.S., as measured by the Standard and Poor's 500 (S&P 500), continued their march to recovery during the second quarter. Recently, ...

2019 Q1 Market Commentary

By Stephen Griner | May 28, 2019

The Standard and Poor’s 500 (S&P 500), a measure of U.S. stock market performance, started 2019 coming off the heels of a significant correction (some ...

2018 Q4 Market Commentary

By Stephen Griner | Dec 15, 2018

Do not go gentle into that good night, Old age should burn and rave at close of day; Rage, rage, against the dying of the ...

2018 Q3 Market Commentary

By Stephen Griner | Sep 30, 2018

While researching this quarter’s market commentary, I came across an analogy I think is a good reminder for today’s market. Imagine you are climbing ...

2018 Q2 Market Commentary

By Stephen Griner | Jun 15, 2018

Despite prolonged volatility, U.S. stocks continued to post modest gains in the second quarter. Large-cap stocks (generally defined as companies with a market capitalization of ...

2018 Q1 Market Commentary

By Stephen Griner | Apr 1, 2018

“Stocks post worst start to April since the Great Depression” Do I have your attention? This was a headline posted to CNBC.com at 2:27pm Eastern ...

2017 Q4 Market Commentary

By Stephen Griner | Jan 2, 2018

Yogi Berra coined the phrase, “It’s déjà vu all over again.” This saying could apply to the investment markets for 2018. This New Year may ...

2017 Q3 Market Commentary

By Stephen Griner | Sep 6, 2017

In what feels like a broken record, investment markets across the board performed well this past quarter. Emerging markets were strong, European markets were strong, ...

2017 Q2 Market Commentary

By Stephen Griner | Jul 25, 2017

You need only one word to describe the performance of most global securities during the second quarter: “Up.” In fact, of the 145 stock, bond, ...

2017 Q1 Market Commentary

By Stephen Griner | Jan 23, 2017

This past year has been an exhausting one for many investors: China started rebalancing, the Federal Reserve Bank (Fed) failed to raise interest rates for ...

2016 Q4 Market Commentary

By Stephen Griner | Dec 20, 2016

At the end of the second quarter, uncertainty was on the rise, the geopolitical environment was fragile, and financial markets appeared susceptible to shocks. Global ...

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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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