September 9, 2020
The Case for International Stocks
A global approach to portfolio construction
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July 2, 2020
Inflation: Will the Dog Bark This Time?
Inflation: Will the Dog Bark This Time?
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April 24, 2020
COVID-19 Update
Market prognosticators, hoping to glean some sense of direction, have a raft of recent data to digest— soaring unemployment, collapsing oil prices,.
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April 21, 2020
The CARES Act – Individual and Business Relief
The $2.2 trillion fiscal package known as the Coronavirus Aid, Relief, and Economic Security Act or “CARES” Act was signed into law on March 27,.
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April 20, 2020
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 Investment Committee hosted a call providing an.
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April 13, 2020
WMS Operational Update
We extend our thoughts and wishes for good health and safety as you, your family and loved ones confront this pandemic. These are clearly.
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April 9, 2020
COVID-19 Update
On Monday, April 6th, the S&P 500 recorded one of its best days in history. Exaggerated bounces are not uncommon in bear markets, but the flurry of.
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April 7, 2020
The CARES Act – Provisions related to 2020 Required Minimum Distributions
Late Friday, March 27, 2020, the President signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act as a part of the $2.2 trillion.
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April 1, 2020
Planning Strategies in Uncertain Times
In the recent days and weeks, many of our conversations have focused on the financial markets’ reaction to COVID-19 and evolving investment.
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