Insights

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What You Should Know About the Equifax Data Breach

Last week the credit monitoring service Equifax announced that their database had been hacked...

BENCHMARKS ÷ STOCKS > 1

The debate about whether active investment management or passive investment management will...

Separation of Powers

Source: Barclays, U.S. Treasury, FactSet, J.P. Morgan

WMS Partners Sponsors Conversation with Dr. Harsh Trivedi

WMS Partners recently sponsored a conversation with Dr. Harsh Trivedi, President and CEO of...

WMS Partners Announces the Dedication of the Bob Killebrew Library

On a recent Wednesday morning, the firm gathered together to celebrate one of our cherished...

Louis Jay Ulman, JD Joins WMS Partners as Partner and Senior Consultant

WMS Partners, the largest independent fee-only wealth advisor in Baltimore*, is proud to...

Ch-ch-ch-ch-changes…

Reflecting on 2016, there was no shortage of momentous news headlines, from major global...

A Trump Presidency's Effect on Estate Planning

It seems like the world we know has been turned upside down.  Whether you are a fan or foe of...

2016 U.S. Election - Our Thoughts

For the second time in the past six months, the first being the Brexit vote, investors were...

WMS Partners Recognized for Excellence by InvestmentNews

WMS Partners is pleased to announce that we received the 2016 Financial Performance Best...