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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

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

More Videos »
Transcript

Newsletters

  • HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

    This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

  • Keeping Cool in Volatile Markets

    Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

  • Taxing Social Security Benefits: Clearing the Confusion

    The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

  • 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

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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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