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.

WMS’s Nate Allen to be Featured Panelist at the LPC Middle Market Loans Conference

WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is...

Christopher Walczak (CFP®, CTFA) Joins WMS Partners

WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is...

No, Virginia, There Is No Santa Claus Rally This Year

December has been a tough month for stocks, but seasonal effects often give equities a boost in...

Squatchees: A Post-Election Market Update

Now that the U.S. midterm election results have come in as expected, the question is whether the...

A Legacy of Change

On top of investing and planning guidance, what families are really looking for is advice on the...

Unveiling WMS's New Branding

Today, WMS Partners is getting a facelift, at least as far as our branding goes. We thought we'd...

Looking Abroad for Better Returns

Since the end of the financial crisis in 2009, U.S. equities have risen more than 300%.  This...

Year-End Planning Under the New Tax Law

As a result of the passage of the Tax Cuts and Jobs Act in December, 2017, year-end tax planning...

WMS Partners Recognized by Barron’s as a Top Registered Investment Advisor

We are pleased to announce that Barron’s magazine has once again recognized WMS as one of the...