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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...

Squatchees: A Post-Election Market Update

Now that the U.S. midterm election results have come in as expected, the question is whether the...

A Legacy of Change

On top of investing and planning guidance, what families are really looking for is advice on the...

Unveiling WMS's New Branding

Today, WMS Partners is getting a facelift, at least as far as our branding goes. We thought we'd...

Looking Abroad for Better Returns

Since the end of the financial crisis in 2009, U.S. equities have risen more than 300%.  This...

Year-End Planning Under the New Tax Law

As a result of the passage of the Tax Cuts and Jobs Act in December, 2017, year-end tax planning...

WMS Partners Recognized by Barron’s as a Top Registered Investment Advisor

We are pleased to announce that Barron’s magazine has once again recognized WMS as one of the...

WMS Expands Advisory Team with Recent Hires Nate Allen and David Unger

In June, Nate Allen joined WMS as a Senior Client Advisor serving wealthy families, family...

WMS Partners Named a Top Independent Advisor by Financial Advisor Magazine

July 13, 2018 – Towson, MD – We are pleased to announce that once again, WMS Partners has been...

WMS Partners Recognized as a Top Registered Investment Advisor by the Financial Times

July 7, 2018 – Towson, MD – WMS Partners is once again one of the top 300 Registered Investment...