Tactical Asset Allocation Guide | March 2026 </div> </div> </div> </section> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/leadgen-006.js?v=2.86.45.35074.291"></script> </article> </section> </div> <div class="footer-container"> <footer> <section class="container"> <div class="row"> <div class="col-xs-12 col-sm-6 col-md-3"> <section class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-company-name">Moraes & Cassidy Group</p> <p class="moonlight-phone">Office: (415) 785-4867</p><p class="moonlight-phone">Office: (415) 785-8934</p> <p class="moonlight-fax">Fax: (415) 524-8153</p> <div class="moonlight-address_block"> <p class="moonlight-address1">7 Mount Lassen Dr., Suite C152</p> <span class="moonlight-city">San Rafael,</span> <span class="moonlight-region">CA</span> <span class="moonlight-postalcode">94903</span> </div> <p><a href="mailto:paulo.moraes@moraescassidygroup.com"><span itemprop="email">Send an Email</span></a></p> </div> <section class="socialMedia"> <a href="https://www.facebook.com/Moraes-Cassidy-Group-LLC-410123709051632/?ref=ts" target="_blank" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i></a> <a href="https://www.linkedin.com/in/paulo-r-moraes-61804a97/" target="_blank" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i></a> </section> </section> </div> <div class="col-xs-12 col-sm-6 col-md-2"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.moraescassidygroup.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.moraescassidygroup.com/resource-center/investment" >Investment</a></li><li><a href="https://www.moraescassidygroup.com/resource-center/estate" >Estate</a></li><li><a href="https://www.moraescassidygroup.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.moraescassidygroup.com/resource-center/tax" >Tax</a></li><li><a href="https://www.moraescassidygroup.com/resource-center/money" >Money</a></li><li><a href="https://www.moraescassidygroup.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.moraescassidygroup.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.moraescassidygroup.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.moraescassidygroup.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="col-xs-12 col-sm-12 col-md-7"> <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">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.moraescassidygroup.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>The LPL Financial Advisors of Moraes & Cassidy are Registered Representatives with and Securities and Advisory Services are offered through LPL Financial, A Registered Investment Advisor, Member <a href="http://www.finra.org" target="_blank" rel="noopener">FINRA</a>/<a href="http://www.sipc.org" target="_blank" rel="noopener">SIPC</a>.<br /><br />The LPL Financial Advisors associated with this website may discuss and/or transact securities business only with residents of the following states: in AZ, CA, DE, HI, MI, MT, NM, and WA.</p><p>Paulo Moraes CA Insurance License #0E37528</p><p>Ryan Cassidy CA Insurance License #0F08824</p></p> </section> </div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <!-- Bootstrap core JavaScript and Plugins ================================================== --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/modernizr/2.8.3/js/modernizr.custom.12650.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/bootstrap/3.4.1/js/bootstrap.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.validate-1.19.5.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.validate.unobtrusive.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.stellar.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/js/video-scroll-play.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/template006.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/confluence_code_snippets/add_emails_contact_footer/script.js"> //SPACE </script><script type="text/javascript"> //Enter Emails Here var emailArr = ['ryan.cassidy@moraescassidygroup.com']; appendEmails(emailArr); </script><script> $(document).ready(function(){ $('.page-contact .col-md-8 a').before('<p />'); $('footer .contact p a span').text('ryan.cassidy@moraescassidygroup.com'); $('body > div.footer-container > footer > section > div.row > div.col-xs-12.col-sm-6.col-md-3 > section > div > p:nth-child(6) > a:nth-child(1)').text('paulo.moraes@moraescassidygroup.com'); $('body > div.footer-container > footer > section > div.row > div.col-xs-12.col-sm-6.col-md-3 > section > div > p:nth-child(6) > a:nth-child(1)').attr('href', 'mailto:paulo.moraes@moraescassidygroup.com'); }); </script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/fancybox/2.1.5/lib/jquery.mousewheel-3.0.6.pack.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.fancybox-3.2.10.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/global-006.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/contact-006.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/popup-form-006.js?v=2.86.45.35074.291"></script> <!--[if gt IE 8]><!--> <script type="text/javascript" src="//cdnjs.cloudflare.com/ajax/libs/dygraph/1.1.1/dygraph-combined.js"></script> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.35074.291"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/article-006.js?v=2.86.45.35074.291"></script> <script type="text/javascript"> $.validator.methods.email = function (value, element) { return this.optional(element) || /^[\w\.=-]+@[\w\.-]+\.[\w]{2,10}$/.test(value); } </script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template6/js/global-asset-scripts.js"></script> </body> </html> <script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9f3eeec9cded9de8',t:'MTc3NzQ3MjI3Mg=='};var a=document.createElement('script');a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();</script>
