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">InterGenerational Planning LLC</p> <p class="moonlight-phone">Office: 317.631.0700 </p><p class="moonlight-phone">Office: 970.642.5505</p> <p class="moonlight-fax">Fax: 970.642.5525</p> <div class="moonlight-address_block"> <p class="moonlight-address1">2031 Otter Pond Circle</p> <p class="moonlight-address2">PO Box 1308</p> <span class="moonlight-city">Montrose,</span> <span class="moonlight-region">CO</span> <span class="moonlight-postalcode">81401</span> </div> <p><a href="mailto:johncountryman@intergenerationalplanning.com"><span itemprop="email">Send an Email</span></a></p> </div> <section class="socialMedia"> <a href="https://www.linkedin.com/in/john-countryman-8665284" 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.intergenerationalplanning.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.intergenerationalplanning.com/resource-center/investment" >Investment</a></li><li><a href="https://www.intergenerationalplanning.com/resource-center/estate" >Estate</a></li><li><a href="https://www.intergenerationalplanning.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.intergenerationalplanning.com/resource-center/tax" >Tax</a></li><li><a href="https://www.intergenerationalplanning.com/resource-center/money" >Money</a></li><li><a href="https://www.intergenerationalplanning.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.intergenerationalplanning.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.intergenerationalplanning.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.intergenerationalplanning.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.intergenerationalplanning.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p><span>Securities offered through LPL Financial, Member <a href="http://www.finra.org">FINRA</a>/<a href="http://www.sipc.org">SIPC</a>. Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and InterGenerational Planning are separate entities from LPL Financial. </span></p><p><span>The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, IN, OR. The investment advisor representative of Private Advisor Group may offer advice in every state, the District of Columbia, Puerto Rico and the US Virgin Islands.</span></p><p><span>The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.</span></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> $(document).ready(function(){ $('footer .moonlight-address_block').replaceWith('<p class="ridgeway"><strong>Mailing Address</strong><br />P.O. Box 1308<br />Montrose, CO 81402</p><p class="moonlight-phone top-phone">Indianapolis Phone: 317.631.0700</p><p class="moonlight-fax">Indianapolis Fax: 317.631.0703</p>'); $('.footer-container footer .contact .ridgeway').insertAfter('.footer-container footer .moonlight-company-name'); $('<p><i class="fa fa-phone c-team-info__icons u-margin-right--9" aria-hidden="true" /><a href="http://tel: 970.642.5505" target="_blank"> 970.642.5505</a></p>').appendTo('.u-margin-bottom--5:first'); $('.footer-container footer .contact .ridgeway').append('<p class="physicalAddress"><br /><strong>Physical Address</strong><br />3357 Mahogany Drive<br />Montrose, CO 81401</p>'); $('.page-contact .contact-block .address').replaceWith('<section class="address"><p><span class="address2"><strong>Mailing Address</strong><br />P.O. Box 1308</span></p><p><span class="city">Montrose, </span><span class="region">CO </span><span class="postalcode">81402</span></p></section>'); $('.page-contact .contact-block .contact').replaceWith('<section class="contact"><p class="phone"><span>Phone: </span><span>970.642.5505</span></p><p class="fax"><span>Fax: </span><span>970.642.5525</span></p><p> </p><p class="phone"><span>Indianapolis Phone: </span><span>317.631.0700</span></p><p class="fax"><span>Indianapolis Fax: </span><span>317.631.0703</span></p></section>'); $('.page-contact .contact-block .address, .page-contact .contact-block .contact').show(); $('.page-contact .contact-block .address').append('<p class="physicalAddress"><br /><strong>Physical Address</strong><br />3357 Mahogany Drive<br />Montrose, CO 81401</p>'); $('.footer-container .note .shared__BrokerDealerDisclosure').append('<p><a href="https://www.privateadvisorgroup.com/wp-content/uploads/2024/04/PAG-CustomerRelationshipSummary-032024.pdf" target="_blank">Private Advisor Group Form CRS</a></p>'); }); $('.top-bar .social-media').append('<a href="https://myaccountviewonline.com/AccountView/?advisorid=4023455" target="_blank" class="custombutton">Account Access</a>'); </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:'9f3cec40aa921210',t:'MTc3NzQ1MTE5Nw=='};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>
