11/09/2016 Insights
For the second time in the past six months, the first being the Brexit vote, investors were caught flat-footed by a populist backlash against the political establishment. A Trump victory injects considerable uncertainty and volatility into capital markets for the near term. However, we believe…
10/25/2016 Recognition
WMS Partners is pleased to announce that we received the 2016 Financial Performance Best Practices Award from InvestmentNews. WMS Partners is one of only twelve financial advisory firms to receive the award which recognizes firms for excellence in practice management and financial…
10/25/2016 WMS News
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, psychological and, of course, medical hurdles. Additionally, they face obstacles such as education, insurance, and employment. The Ulman Cancer Fund…
09/23/2016 Insights
The Treasury Department recently issued proposed regulations that restrict or eliminate many of the valuation discounts currently being used to lower the value of interests in corporations or partnerships for estate and gift tax purposes. The Treasury Department will hold a public hearing on…
08/23/2016 People , Recognition
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 11,000 candidates and is the only independent advisor from Maryland to make the list of 200 advisors. A graduate of Loyola University, Baltimore,…
08/11/2016 Insights
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 exactly are they an alternative to? In today's world of investing, nearly everything trades in the public markets. Simply put, those investments outside…
07/15/2016 Insights
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 moderate growth slowdowns trigger recession scares because the U.S. economy has been growing at a historically low rate, particularly in nominal terms.…
06/30/2016 Insights
by Bryan Lopez When I sat down to write this, I had my opening line already mapped out: “There are only two of Adam Smith’s theories that I remember from my economics classes—the Invisible Hand and the Tragedy of the Commons.” It was going to be a glorious opening line, and the 25% of…
06/24/2016 Insights
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. It is important to note that the financial markets didn’t anticipate “Brexit,” resulting in a decisive correction in equity and currency markets…