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801 N. Lake Drive, Suite 200 Lexington, SC 29072

Phone:

  • (803) 386-0309

E-mail:

  • Greg@Davidwmg.com
  • Kelly@Davidwmg.com
  • Karen@Davidwmg.com
  • Chris@Davidwmg.com
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MARKET OUTLOOK

LPL Research’s 2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks delivers market insights on what we may expect from the economy, stocks, bonds, and more for the remainder of 2026.

2026 Midyear Outlook

Should You Sell When the Market Drops?

The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?

More Videos »
Transcript

Newsletters

  • What Is Value Investing?

    At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

  • Moving to Another State? Consider These Tax Moves

    Moving to a new state may have tax consequences that can follow you long after you settle in.

  • The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

    Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

  • HOT TOPIC: The Shutdown is Over: What Now?

    The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

More Newsletters »

Calculators

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

More Calculators »

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through  LPL Financial , member FINRA/SIPC.   

LPL Financial Form CRS

Stratos Wealth Partners Form CRS
 

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment Advisor.

DWMG, and Stratos Wealth Partners are separate entities from LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:

FL, GA, LA, MD, MO, NC, OH, SC, VA.

Specific individualized tax advice not provided. 

We suggest that you discuss your specific tax issues with a qualified tax advisor.

DWMG Wealth

801 N. Lake Drive, Suite 200, Lexington, SC 29072

Kelly@DWMGWealth.com

  Karen@DWMGWealth.com

  Erin@DWMGWealth.com

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