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Tax Planning Takes on Even Greater Significance in This Election Year

There has been a great deal of discussion and speculation concerning possible changes to estate...

WMS Partners Recognized by Barron's as a Top Registered Independent Advisor

WMS Partners is pleased to announce that Barron's magazine has recognized WMS as one of the Top...

The Case for International Stocks

A global approach to portfolio construction

Inflation: Will the Dog Bark This Time?

Inflation: Will the Dog Bark This Time?

Our Authenticity Compels Us to Action

 

COVID-19 Update

Market prognosticators, hoping to glean some sense of direction, have a raft of recent data to...

The CARES Act – Individual and Business Relief

The $2.2 trillion fiscal package known as the Coronavirus Aid, Relief, and Economic Security Act...

Market Update – Examining The COVID-19 Pandemic – Today and Tomorrow

On Friday, April 17th, WMS’ Chief Investment Officer, Paul Speargas, and senior members of our...

WMS Operational Update

We extend our thoughts and wishes for good health and safety as you, your family and loved ones...

COVID-19 Update

On Monday, April 6th, the S&P 500 recorded one of its best days in history. Exaggerated bounces...