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Tactical Asset Allocation Guide | March 2026
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:6519821115'>(651) 982-1115</a></p><p class="moonlight-phone">Toll-Free: <a href='tel:8779821115'>(877) 982-1115</a></p><p class="moonlight-phone">Mobile: <a href='tel:6512109466'>651-210-9466</a></p> <p class="moonlight-fax">Fax: <span>(651) 982-4780</span></p> <div class="moonlight-address_block"> <p class="moonlight-address1">500 Village Center Drive</p> <p class="moonlight-address2">Suite 300</p> <p> <span class="moonlight-city">North Oaks,</span> <span class="moonlight-region">MN</span> <span class="moonlight-postalcode">55127</span> </p> </div> <a href="mailto:david.boniface@lpl.com" itemprop="email"> david.boniface@lpl.com </a> </div> <div class="c-socialMedia"> <a href="http://facebook.com/legacycapitalwm" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="https://www.linkedin.com/company/legacycapitalwm" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.legacycapitalwealth.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.legacycapitalwealth.com/resource-center/investment" >Investment</a></li><li><a href="https://www.legacycapitalwealth.com/resource-center/estate" >Estate</a></li><li><a href="https://www.legacycapitalwealth.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.legacycapitalwealth.com/resource-center/tax" >Tax</a></li><li><a href="https://www.legacycapitalwealth.com/resource-center/money" >Money</a></li><li><a href="https://www.legacycapitalwealth.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.legacycapitalwealth.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.legacycapitalwealth.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.legacycapitalwealth.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.legacycapitalwealth.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p><em><span style="font-size: 12px;">Securities and advisory services offered through LPL Financial, a registered investment advisor, member <a href="https://www.finra.org">FINRA</a>/<a href="https://www.sipc.org">SIPC</a>.</span></em></p><p><em><span style="font-size: 12px;">The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, HI, ID, IL, MD, MI, MN, NE, NC, ND, OH, OR, SC, SD, TN, TX, UT, WA, WI.</span></em></p><p><em><span style="font-size: 12px;">Data provided by SHOOK® Research, LLC — Data as of 6/30/24. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.</span></em></p><p><em><span style="font-size: 12px;">This award was issued on 11/1/24 by Five Star Professional (FSP) for the time period 3/13/24 through 10/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4789 Twin Cities-area wealth managers were considered for the award; 624 (13% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,280, 637, 15%, 12/1/23, 3/13/23 - 9/29/23; 2023: 4,080, 633, 16%, 12/1/22, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.</span></em></p><p><em><span style="font-size: 12px;">You are under no obligation to use the services of Priebe Tax Services, and may choose any qualified professional to provide ( tax, CPA, legal, mortgage, etc. ) services ( or “any of the services described above” ). Priebe Tax Services and their services are not affiliated with LPL Financial and Legacy Capital Wealth Management.</span></em></p><p /></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.35539.386"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.35539.386"></script> <script> // Add classes for Flip Cards $('.c-team-list__section--developer:nth-of-type(1)').addClass('flipCard flipCard1'); $('.c-team-list__section--developer:nth-of-type(2)').addClass('flipCard flipCard2'); $('.c-team-list__section--developer:nth-of-type(3)').addClass('flipCard flipCard3'); $('.c-team-list__section--developer:nth-of-type(4)').addClass('flipCard flipCard4'); $( '.flipCard .row' ).wrap( '<div class="flipCardInner" />' ); $( '.flipCardInner .row' ).wrap( '<div class="flipCardFront" />' ); // Add personal Bios $( '.flipCard1 .flipCardInner' ).append( '<div class="flipCardBack"><div class="row"><div class="c-team-member__portrait"><a href="https://www.legacycapitalwealth.com/team/david-boniface-david-boniface" data-remove-href=""><img src="//static.fmgsuite.com/media/InlineContent/originalSize/fc0201c6-34be-4a41-9d88-9efc0a94fb83.jpg" alt="David Boniface" class="c-team-list__img--developer c-team-list__img--square" /></a></div><div class="c-team-member__info"><a href="/team/david-boniface-david-boniface" target="_self">David Boniface</a><p>When not working, Dave enjoys spending time at the family cabin on Webb Lake. He especially enjoys his new granddaughter, Isla, and looks forward to their fishing time together. Dave enjoys the cabin mornings on the fat tire biking trails before heading to the pontoon for lake time. Dave’s winter activities include hiking in the woods and cross-country skiing and of course, watching Vikings and Gopher football. Dave resides in Wyoming, MN with his wife, Jane and their dog, Miller. He has 3 adult children.</p></div></div></div>' ); $( '.flipCard2 .flipCardInner' ).append( '<div class="flipCardBack"><div class="row"><div class="c-team-member__portrait"><a href="https://www.legacycapitalwealth.com/team/austin-boniface" data-remove-href=""><img src="//static.fmgsuite.com/media/InlineContent/originalSize/35bfeb9a-6aa6-4647-95e4-eb52f9e2bfd7.jpg" alt="Austin Boniface" class="c-team-list__img--developer c-team-list__img--square" /></a></div><div class="c-team-member__info"><a href="/team/austin-boniface" target="_self">Austin Boniface</a><p>Austin enjoys spending his free time at the family cabin in Webb Lake, Wisconsin where he teaches tricks to the family dog, Miller and rides his fat tire bike with Dave. He enjoys all outdoor activities including biking, hiking, golfing, and all water sports. When he is not working, he is found working out, watching sporting events, listening to podcasts or enjoying an outdoor adventure. Austin’s bucket list includes traveling to all US National Parks and he tries to get out of the office at least once a year to visit a new park. Austin lives in Lino Lakes, MN where he can be found enjoying the walking and bike paths around the lakes.</p></div></div></div>' ); $( '.flipCard3 .flipCardInner' ).append( '<div class="flipCardBack"><div class="row"><div class="c-team-member__portrait"><a href="https://www.legacycapitalwealth.com/team/kim-hagle" data-remove-href=""><img src="//static.fmgsuite.com/media/InlineContent/originalSize/9f933bff-87d8-4871-8c8f-47a822ac4542.jpg" alt="Kim Hagle" class="c-team-list__img--developer c-team-list__img--square" /></a></div><div class="c-team-member__info"><a href="/team/kim-hagle" target="_self">Kim Hagle</a><p>When not at work, Kim enjoys lake time, pool time, camping, walking her dog and spending time with friends and family. Kim also enjoys traveling to warm destinations in the winter, attending concerts and playing bingo. Kim lives in Wyoming, MN with her husband Terry and their dog Tyson. Kim has two adult children and four grandchildren.</p></div></div></div>' ); $( '.flipCard4 .flipCardInner' ).append( '<div class="flipCardBack"><div class="row"><div class="c-team-member__portrait"><a href="https://www.legacycapitalwealth.com/team/jane-boniface" data-remove-href=""><img src="//static.fmgsuite.com/media/InlineContent/originalSize/6115db19-4ad3-4b87-9f7f-a626f40c93c7.jpg" alt="Jane Boniface" class="c-team-list__img--developer c-team-list__img--square" /></a></div><div class="c-team-member__info"><a href="/team/jane-boniface" target="_self">Jane Boniface</a><p>When not at work, Jane enjoys spending her time with friends and family. She also enjoys babysitting her new granddaughter, Isla. Jane and her husband spend most weekends at their cabin in Wisconsin where they enjoy hiking, cross country skiing, water activities, and relaxing on the pontoon. Jane is an avid Gopher football and basketball fan. Jane enjoys fitness classes and daily walks with the family dog, Miller. Jane lives with her husband, Dave and Miller in Wyoming, MN. They have three adult children, David, Jordan and Austin.</p></div></div></div>' ); </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.35539.386"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.35539.386"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.35539.386"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.35539.386"></script> </body> </html>
