Our Thinking On the topics that matter most to you

We regularly publish articles on the topics that our clients are thinking about. Subscribe to our blog and receive an email when we post a new article.

BENCHMARKS ÷ STOCKS > 1
The debate about whether active investment management or passive investment management will outperform in the long run has been going
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Separation of Powers
Source: Barclays, U.S. Treasury, FactSet, J.P. Morgan Stocks of U.S. companies have been the best performing asset class for the
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WMS Partners Sponsors Conversation with Dr. Harsh Trivedi
WMS Partners recently sponsored a conversation with Dr. Harsh Trivedi, President and CEO of Sheppard Pratt Health System.  Click the
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WMS Partners Announces the Dedication of the Bob Killebrew Library
On a recent Wednesday morning, the firm gathered together to celebrate one of our cherished partners and colleagues, Bob Killebrew.
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Louis Jay Ulman, JD Joins WMS Partners as Partner and Senior Consultant
WMS Partners, the largest independent fee-only wealth advisor in Baltimore*, is proud to announce that Louis Jay Ulman has joined
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Ch-ch-ch-ch-changes…
Reflecting on 2016, there was no shortage of momentous news headlines, from major global elections with unexpected results and populist
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A Trump Presidency’s Effect on Estate Planning
It seems like the world we know has been turned upside down.  Whether you are a fan or foe of
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2016 U.S. Election – Our Thoughts
For the second time in the past six months, the first being the Brexit vote, investors were caught flat-footed by
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WMS Partners Recognized for Excellence by InvestmentNews
WMS Partners is pleased to announce that we received the 2016 Financial Performance Best Practices Award from InvestmentNews.   WMS Partners
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WMS Runs for Others
Nearly 70,000 young adults are diagnosed with cancer in the United States each year. Young adults dealing with cancer face a myriad
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