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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

Appointment Scheduling

Let's set a time to get your questions answered...

Schedule Online

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

More Videos »
Transcript

Newsletters

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

  • 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.

  • Variable Annuities: Strategies to Help Counter Retirement Risks

    Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

  • HOT TOPIC: The Iran War, the Economy, and Your Portfolio

    This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

More Newsletters »

Calculators

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • LTCI Cost of Waiting

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

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

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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