Our Thinking On the topics that matter most to you

We regularly publish articles on the topics that our clients are thinking about. Subscribe to our blog and receive an email when we post a new article.

The SECURE Act Enacted
We previously alerted you to this legislation that had passed in the House of Representatives in the Spring, but had
Read more.
Philanthropy through the Generations
Many families struggle to find the best approach to charitable giving that will have a meaningful impact across generations.   Investor’s
Read more.
Private Equity in a Late-Cycle Environment: Promise and Peril
In a previous post, we discussed why private equity remains a stalwart of long-term portfolios seeking higher returns than those
Read more.
The Enduring Appeal of Private Equity
The below is the first in a series of articles on private equity from the WMS Investment Committee. In October,
Read more.
Laura M. Carr Named Principal, Chief Advisory Officer at WMS Partners
Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Laura
Read more.
Todd M. Wickwire Named Chief Executive Officer of WMS Partners
Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Todd
Read more.
All Things Must Pass
The economy is at a crossroads. The world may be headed for a recession, as government bond yields are currently
Read more.
Forbes Recognizes Two WMS Client Advisors as Best in Maryland
November 1, 2019 — Towson, MD — WMS Partners is pleased to announce that two of the firm’s client advisors—Martin
Read more.
How Would the Secure Act Affect Your Retirement Plan?
A proposed law would relax required minimum distribution rules and expand savings opportunities. But it’s not all good news: It
Read more.
How to Maximize Wealth from the Sale of a Business? Start Planning Early
By Christopher Walczak, Partner and Senior Client Advisor The sale of a business should mark the pinnacle of a career—a
Read more.