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 Partners Recognized for Excellence by InvestmentNews
WMS Partners is pleased to announce that we received the 2016 Financial Performance Best Practices Award from InvestmentNews.   WMS Partners is one.
Read more.
WMS Runs for Others
Nearly 70,000 young adults are diagnosed with cancer in the United States each year. Young adults dealing with cancer face a myriad of social,.
Read more.
Proposed Regulations Restrict Estate and Gift Planning Techniques Utilizing Valuation Discounts
The Treasury Department recently issued proposed regulations that restrict or eliminate many of the valuation discounts currently being used to lower.
Read more.
Martin Eby Named a Top 50 Wealth Advisor by Forbes
WMS Partners is pleased to announce that Forbes has named Martin Eby to its list of America’s Top Wealth Advisors.  Mr. Eby was ranked 39 out of.
Read more.
Sam Callard Joins WMS Partners - Advises Affluent Families on Investment Strategy and Planning
WMS Partners is pleased to announce that Sam Callard has joined WMS Partners as a Senior Client Advisor.  Sam joins WMS Partners from Matheys Lane.
Read more.
Private Equity? Hedge Funds? What's My Alternative?
In the world of investing, it's all too common these days to hear your advisor talk about "Alternative Investments".  Just what are these and what.
Read more.
2016 Half-Time Report
Economic risks this past decade have tended to be magnified because of the low-growth, low-inflation landscape in which we have been beset. Even.
Read more.
Charm City Champs!
Congratulations to Pace Kessenich and his  U11 Charm City Youth Lacrosse team for winning this year's Lax Max tournament.
Read more.
Tragedy of the Commons
by Bryan Lopez
Read more.
The British are Leaving! The British are Leaving!
Given the U.K. vote to leave the European Union and resulting weakening of the pound, we wanted to review our thoughts as we plan our course forward..
Read more.