Insights

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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...

WMS Expands Advisory Team with Recent Hires Nate Allen and David Unger

In June, Nate Allen joined WMS as a Senior Client Advisor serving wealthy families, family...

WMS Partners Named a Top Independent Advisor by Financial Advisor Magazine

July 13, 2018 – Towson, MD – We are pleased to announce that once again, WMS Partners has been...

WMS Partners Recognized as a Top Registered Investment Advisor by the Financial Times

July 7, 2018 – Towson, MD – WMS Partners is once again one of the top 300 Registered Investment...

Two WMS Client Advisors Recognized as the Best in Maryland

February 22, 2018 — Towson, MD — WMS Partners is pleased to announce that two of the firm’s...

Are We Worried Yet?

Are we worried yet?

Status Report: Aging Bull

Cycles are prevalent in all aspects of life. They range from the very short term, like the life...

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

October 13, 2017 – Towson, MD – WMS Partners is pleased to announce that Barron’s magazine has...