11/07/2018 Insights
Squatchees: A Post-Election Market Update
Now that the U.S. midterm election results have come in as expected, the question is whether the stock market pullback will become a Correction To Be Named Later. By Bryan Lopez, Director of Research and Senior Portfolio Manager While it is difficult to assert with 100% confidence, it is…
11/02/2018 Insights
A Legacy of Change
On top of investing and planning guidance, what families are really looking for is advice on the most important issue: their family legacy. by Bob Killebrew, Senior Strategist Here’s something you don’t hear anymore: stockbroker jokes. It was so cold today I saw a stockbroker with his…
10/24/2018 WMS News
Unveiling WMS's New Look
by Tim Chase, Founder and Chairman Why Does WMS Look Different Today? WMS Partners is getting a facelift. We thought we'd take a minute to explain the thinking behind our new logo, tagline, website and the other elements of our visual identity that you’ll be seeing from now on. This…
10/19/2018 Insights
Looking Abroad for Better Returns
Since the end of the financial crisis in 2009, U.S. equities have risen more than 300%. This rise far outpaces international equities, which have increased by less than half that much. In the chart below, we can see the dominance of the S&P 500 index over the MSCI World Index ex-U.S., a common…
10/19/2018 Insights
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 for individual income tax returns has become even more important than in prior years. There are several notable individual tax changes effective Jan. 1, 2018, as the table below shows. So what…
09/17/2018 Recognition , WMS News
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 Top Registered Investment Advisors (RIA) in the U.S. This is the second year that Barron’s has compiled rankings on independent RIAs, although the magazine expanded the list of top firms to 40 this year…
07/13/2018 Recognition
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 ranked as one of the U.S.’s top Registered Investment Advisors for 2018 by Financial Advisor magazine. The rankings are based on the size of assets under management. WMS came in this year as 73rd on…
07/07/2018 Recognition
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 Advisors in the U.S., according to a recent ranking by the Financial Times. This year, WMS is one of only nine firms in Maryland to receive this recognition, though the FT notes that WMS serves…
02/22/2018 People , Recognition
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 client advisors—Martin Eby and Jeff Hill—were selected by Forbes magazine among the best wealth advisors in Maryland, with Martin securing the #1 ranking. “We would like to congratulate Martin…
02/06/2018 Insights
Are We Worried Yet?
Are we worried yet? No, we are not. For months, we have viewed U.S. equities as overheated, as investors have become overly optimistic. So, this market pullback is not a reason for panic. One of the issues that you run into when commenting on the capital markets is how quickly things can…