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Market update – February 24, 2020
  The Hazards of Forecasting As the New Year turned over, before we had even gotten around to hanging our
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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
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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
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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
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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
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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. In October,
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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
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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
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All Things Must Pass
The economy is at a crossroads. The world may be headed for a recession, as government bond yields are currently
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Forbes Recognizes Two WMS Client Advisors as Best in Maryland
November 1, 2019 — Towson, MD — WMS Partners is pleased to announce that two of the firm’s client advisors—Martin
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