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“Build Back Better Act”: Tax Provisions Update

Not surprisingly in the current political climate, the late October 2021 version of the House of...

WMS Partners Recognized by Barron's as a Top RIA Firm 2021

WMS Partners is pleased to announce that Barron's magazine has recognized WMS as one of the Top 100...

Third Quarter 2021 Market Update

What’s Really Happening in China?

Evergrande: Not a “Lehman moment,” but it may be the first domino to fall in a larger, multiyear...

HOUSE WAYS & MEANS COMMITTEE TAX PROPOSALS - A FIRST LOOK

As author John Dufresne has written, “The purpose of the first draft is not to get it right, but to...

ESG Investing: Purpose and Profits (Part 4)

Part 4 – Frontiers for ESG Investors: Fixed Income, Private Equity, and Real Estate

WMS Partners Senior Advisor Interview by NAPFA

WMS Partners is pleased to share that Senior Advisor and Shareholder, Chad J. Norfolk, CFP®, was...

ESG Investing: Purpose and Profits (Part 3)

Part 3 – How Investors Can Incorporate ESG to Reduce Risk and Generate Opportunity