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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

Stocks and Stock Mutual Funds 101

Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

More Videos »
Transcript

Newsletters

  • What Is Asset-Based LTCI?

    Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

  • Goodbye Passwords, Hello Passkeys

    As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

  • New Auto Loan Interest Deduction Explained

    The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

  • Small Business: Coping with the End of De Minimis Imports

    Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

More Newsletters »

Calculators

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Required Minimum Distributions

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

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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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