Our Thinking On the topics that matter most to you

On Friday, April 17th, WMS’ Chief Investment Officer, Paul Speargas, and senior members of our Investment Committee hosted a call  providing an.

On Monday, April 6th, the S&P 500 recorded one of its best days in history. Exaggerated bounces are not uncommon in bear markets, but the flurry of.

In the recent days and weeks, many of our conversations have focused on the financial markets’ reaction to COVID-19 and evolving investment.

WMS Partners investment team discusses the impacts of COVID-19 on the financial markets and our world.

Today marks the 11th anniversary of the longest running stock bull-market. Since the post-financial crisis low on March 9th, 2009 through Friday's.

 

We previously alerted you to this legislation that had passed in the House of Representatives in the Spring, but had been stalled in the Senate since.

Many families struggle to find the best approach to charitable giving that will have a meaningful impact across generations.   Investor's Business.

In a previous post, we discussed why private equity remains a stalwart of long-term portfolios seeking higher returns than those available in public.

The below is the first in a series of articles on private equity from the WMS Investment Committee.