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.

How Would the Secure Act Affect Your Retirement Plan?
By Jeff Vain, Partner, Director of Advanced Planning A proposed law would relax required minimum distribution rules and expand savings
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Congratulations Coach Pace!
Congratulations to Coach Pace Kessenich and his U-15 Charm City Youth Lacrosse team (CCYL) for winning the Brine Lax Splash
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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
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WMS’s Nate Allen to be Featured Panelist at the LPC Middle Market Loans Conference
WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Senior Advisor Nate Allen
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Christopher Walczak (CFP®, CTFA) Joins WMS Partners
WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Christopher Walczak is joining
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Math Over Mood
In the long term, the market’s fundamentals win out over investor sentiment. That’s a good thing to remember.  By Bob
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No, Virginia, There Is No Santa Claus Rally This Year
December has been a tough month for stocks, but seasonal effects often give equities a boost in the new year.
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Squatchees: A Post-Election Market Update
Now that the U.S. midterm election results have come in as expected, the question is whether the stock market pullback
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A Legacy of Change
On top of investing and planning guidance, what families are really looking for is advice on the most important issue:
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Unveiling WMS’s New Look
by Tim Chase, Founder and Chairman Why Does WMS Look Different Today? WMS Partners is getting a facelift. We thought
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