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Tactical Asset Allocation Guide | May 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/crs">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. 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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=2.86.45.32672.805"></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=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieUtilities.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieConsentBanner.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookiePreferences.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/embedBlockedPlaceholder.js?v=2.86.45.32672.805"></script> <script> $(document).ready(function() { // ========================================================= // IMAGE REPLACEMENT MAP // Easily update the alternate image links for the back of the cards here. // Make sure the exact name matches how it appears on the website. // ========================================================= var backImages = { "David Boniface": "//static.fmgsuite.com/media/InlineContent/originalSize/fc0201c6-34be-4a41-9d88-9efc0a94fb83.jpg", "Austin Boniface, CFP®": "//static.fmgsuite.com/media/InlineContent/originalSize/6dfb44e5-c848-419f-aa4f-de0ec397ec53.jpg", "Kim Hagle": "//static.fmgsuite.com/media/InlineContent/originalSize/9f933bff-87d8-4871-8c8f-47a822ac4542.jpg", "Jane Boniface": "//static.fmgsuite.com/media/InlineContent/originalSize/6115db19-4ad3-4b87-9f7f-a626f40c93c7.jpg", "Austin Bock": "//static.fmgsuite.com/media/InlineContent/originalSize/6b0b9432-9e95-454b-adcf-36263c573d2c.png", "Katie Flood": "//static.fmgsuite.com/media/InlineContent/originalSize/0bb05a13-5ce3-4af8-900e-c3555c831215.jpg" }; // Target all team member developer sections var $teamMembers = $('.c-team-list__section--developer'); // Add the base flipCard class to all sections $teamMembers.addClass('flipCard'); $teamMembers.each(function(index) { var $card = $(this); // Dynamically add flipCard1, flipCard2, etc., for CSS targeting $card.addClass('flipCard' + (index + 1)); // Wrap the default content to structure the front of the card if ($card.find('.flipCardInner').length === 0) { $card.find('> .row').wrap('<div class="flipCardInner" />'); $card.find('.flipCardInner > .row').wrap('<div class="flipCardFront" />'); } // Find and detach the .backTeam content from the front of the card var $backContent = $card.find('.flipCardFront .backTeam').detach(); // Only build the back of the card if there is .backTeam content available if ($backContent.length > 0) { // Get the team member's name and strip extra whitespace var nameText = $.trim($card.find('.flipCardFront .c-team-member__info h4 a').text()); // Clone the portrait and the name to mirror the layout on the flip side var $portrait = $card.find('.flipCardFront .c-team-member__portrait').clone(); var $name = $card.find('.flipCardFront .c-team-member__info h4 a').clone(); // Check if we have an alternate image mapped for this specific person if (backImages[nameText]) { // Replace the cloned image src with the alternate one $portrait.find('img').attr('src', backImages[nameText]); } // Construct the HTML structure for the back of the card var $flipCardBack = $('<div class="flipCardBack"><div class="row" /></div>'); var $infoDiv = $('<div class="c-team-member__info" />'); // Assemble the pieces $infoDiv.append($name).append($backContent); $flipCardBack.find('.row').append($portrait).append($infoDiv); // Append the fully constructed back card to the inner container $card.find('.flipCardInner').append($flipCardBack); } }); }); </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=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.32672.805"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.32672.805"></script> </body> </html>
