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.

A Video Conversation With Tim Chase
Tim talks about the impetus for WMS Partners and the firm’s approach to investment advisory.   IMPORTANT DISCLOSURES    
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What is that Advisor Really Worth?
by Tim Chase So here’s the dilemma:  You have spent the last 20 years scratching and clawing your way building
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Does Your Family Need a Metric?
By Tim Chase If you are involved with running a business, you are more than familiar with the concept of
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The Great Panic of 2016
The news continues to be dominated by stories about the global economy and the sharp market declines we’ve seen since
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WMS Partners Named a Top 25 High-Net-Worth Advisor for 2016
WMS Partners is proud to announce that the firm has been recognized by WealthManagement.com as a top 25 high-net-worth advisor
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China – In Transition
Global currency, stock and commodity markets are under fire in the first week of the new year, with a sinking
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Fed Ends Zero-Rate Era
Almost seven years to the day since cutting the Fed funds target to zero in the depths of the financial
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Playing It Safe
Issues surrounding cyber-security continue to be top-of-mind—not just in the financial services industry but in other industries all around the
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Why Do We Invest?
Why do we invest? Many pundits and investors have been calling for a pullback in the stock market over the
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These are the Times that Try Men’s Souls
These are the Times that Try Men’s Souls These immortal words of Thomas Paine were critically important to George Washington
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