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Market Update - COVID-19
WMS Partners investment team discusses the impacts of COVID-19 on the financial markets and our world.
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WMS Operational Update
To Our Valued Clients,
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(Un) Happy Anniversary
Today marks the 11th anniversary of the longest running stock bull-market. Since the post-financial crisis low on March 9th, 2009 through Friday's.
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The SECURE Act Enacted
We previously alerted you to this legislation that had passed in the House of Representatives in the Spring, but had been stalled in the Senate since.
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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 Business.
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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 available in public.
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The Enduring Appeal of Private Equity
The below is the first in a series of articles on private equity from the WMS Investment Committee.
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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 M. Carr.
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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 M..
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