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 are...
The CARES Act – Provisions related to 2020 Required Minimum Distributions
Late Friday, March 27, 2020, the President signed the Coronavirus Aid, Relief, and Economic...
Planning Strategies in Uncertain Times
In the recent days and weeks, many of our conversations have focused on the financial markets’...
Coronavirus Pandemic Related Postponement of April 15 Tax Filings and Payments to July 15
Friday afternoon, March 20, 2020, the IRS officially announced that certain tax returns due April...
Market Update - COVID-19
WMS Partners investment team discusses the impacts of COVID-19 on the financial markets and our...
WMS Operational Update
To Our Valued Clients,
(Un) Happy Anniversary
Today marks the 11th anniversary of the longest running stock bull-market. Since the post-financial...