Our Thinking On the topics that matter most to you

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.

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
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A Legacy of Change
On top of investing and planning guidance, what families are really looking for is advice on the most important issue:
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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
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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
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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
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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
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WMS Expands Advisory Team with Recent Hires Nate Allen and David Unger
In June, Nate Allen joined WMS as a Senior Client Advisor serving wealthy families, family offices, foundations and trusts. Nate
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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
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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
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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
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