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.

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
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2016 U.S. Election – Our Thoughts
For the second time in the past six months, the first being the Brexit vote, investors were caught flat-footed by
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WMS Partners Recognized for Excellence by InvestmentNews
WMS Partners is pleased to announce that we received the 2016 Financial Performance Best Practices Award from InvestmentNews.   WMS Partners
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WMS Runs for Others
Nearly 70,000 young adults are diagnosed with cancer in the United States each year. Young adults dealing with cancer face a myriad
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Proposed Regulations Restrict Estate and Gift Planning Techniques Utilizing Valuation Discounts
The Treasury Department recently issued proposed regulations that restrict or eliminate many of the valuation discounts currently being used to
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Martin Eby Named a Top 50 Wealth Advisor by Forbes
WMS Partners is pleased to announce that Forbes has named Martin Eby to its list of America’s Top Wealth Advisors.  Mr.
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Sam Callard Joins WMS Partners – Advises Affluent Families on Investment Strategy and Planning
WMS Partners is pleased to announce that Sam Callard has joined WMS Partners as a Senior Client Advisor.  Sam joins
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Private Equity? Hedge Funds? What’s My Alternative?
In the world of investing, it’s all too common these days to hear your advisor talk about “Alternative Investments”.  Just
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2016 Half-Time Report
Economic risks this past decade have tended to be magnified because of the low-growth, low-inflation landscape in which we have
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Charm City Champs!
Congratulations to Pace Kessenich and his  U11 Charm City Youth Lacrosse team for winning this year’s Lax Max tournament. Charm
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