Insights

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.

The SECURE Act Enacted

We previously alerted you to this legislation that had passed in the House of Representatives in...

Philanthropy through the Generations

Many families struggle to find the best approach to charitable giving that will have a...

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...

The Enduring Appeal of Private Equity

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

Laura M. Carr Named Principal, Chief Advisory Officer at WMS Partners

Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and...

Todd M. Wickwire Named Chief Executive Officer of WMS Partners

Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and...

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...

All Things Must Pass

The economy is at a crossroads. The world may be headed for a recession, as government bond...

How Would the Secure Act Affect Your Retirement Plan?

A proposed law would relax required minimum distribution rules and expand savings opportunities....

How to Maximize Wealth from the Sale of a Business? Start Planning Early

By Christopher Walczak, Partner and Senior Client Advisor