Our Thinking On the topics that matter most to you

WMS Partners investment team discusses the impacts of COVID-19 on the financial markets and our world.

To Our Valued Clients,

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.

 

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.

Many families struggle to find the best approach to charitable giving that will have a meaningful impact across generations.   Investor's Business.

In a previous post, we discussed why private equity remains a stalwart of long-term portfolios seeking higher returns than those available in public.

The below is the first in a series of articles on private equity from the WMS Investment Committee.

Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Laura M. Carr.

Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Todd M..