Client Login
Menu
Home
About Us
Our Approach
Our Team
Giving Back
Wealth Management
Corporate Retirement
Resources
Articles Library
Market Update
Financial Calculators
Contact Us
Client Login
Tactical Asset Allocation Guide | April 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:2147227515'>214.722.7515</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">3838 Oak Lawn Ave.</p> <p class="moonlight-address2">Suite 1000</p> <p> <span class="moonlight-city">Dallas,</span> <span class="moonlight-region">TX</span> <span class="moonlight-postalcode">75219</span> </p> </div> <a href="mailto:info@dukewealthmanagement.com" itemprop="email"> info@dukewealthmanagement.com </a> </div> <div class="c-socialMedia"> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.dukewealthmanagement.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.dukewealthmanagement.com/resource-center/investment" >Investment</a></li><li><a href="https://www.dukewealthmanagement.com/resource-center/estate" >Estate</a></li><li><a href="https://www.dukewealthmanagement.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.dukewealthmanagement.com/resource-center/tax" >Tax</a></li><li><a href="https://www.dukewealthmanagement.com/resource-center/money" >Money</a></li><li><a href="https://www.dukewealthmanagement.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.dukewealthmanagement.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.dukewealthmanagement.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.dukewealthmanagement.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. 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.dukewealthmanagement.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member <a href="https://www.finra.org/" target="_blank" rel="noopener">FINRA</a> & <a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>.</p><p>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.</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=2.86.45.40257.826"></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=2.86.45.40257.826"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieUtilities.js?v=2.86.45.40257.826"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieConsentBanner.js?v=2.86.45.40257.826"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookiePreferences.js?v=2.86.45.40257.826"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/embedBlockedPlaceholder.js?v=2.86.45.40257.826"></script> <script> // Add Team Member IDs $('.c-team-section__member, .c-team-list__section--developer').each(function(){ var teamName = $(this).find('.c-team-member__info h4 a').text(); var nameArray = teamName.split(','); if(nameArray.length > 1){ teamName = nameArray[0]; } teamName = teamName.replaceAll(' ', '').trim().toLowerCase(); //console.log(teamName) $(this).attr('id', teamName); }); </script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/global/commonwealth/cfn-template.js"></script><script> let topbarChecker = document.querySelectorAll('.c-topbar'); if (topbarChecker.length) { const secondHeaderBtn = [ { text: '214.722.7515', url: 'tel:2147227515', selector: 'ghost-btn', target: '_self' } ]; addHeaderBtn(secondHeaderBtn); } combineSections('dev-stacked-sections-right', true); combineSections('dev-stacked-sections-left', true); combineSections('dev-nested-sections', true); combineSections('dev-contact-formatting'); combineSections('dev-nested-formatting'); combineSections('dev-nested-formatting-alt'); combineSections('dev-combine-cards', true); combineSections('dev-boxes-Vertical', true); combineSections('dev-combineSideBySide'); combineSections('dev-multisectionBG'); //Special Nav button in navigation line var navBtnTitle = 'Contact Us'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().parent().addClass('navBtn'); // Replace Form Message Label let formQuestionLabel = document.querySelectorAll('form .contactMessage label'); if (formQuestionLabel.length) { formQuestionLabel.forEach((QuestionLabel, index) => { QuestionLabel.textContent = "How can we help you?"; }); } $('.c-bottom-nav .c-bottom-nav__menu-item .c-bottom-nav__menu-text:contains(Home)').parent().parent().remove(); $('footer .c-socialMedia').appendTo('footer .note .footer-information'); $('body .dev-event-banner').prependTo('body.custompage'); combineSections('dev-leftContact', true); combineSections('dev-contactPageSection'); const copyrightDate = new Date(); let copyrightYear = copyrightDate.getFullYear(); let copyRight = $('.globalCopyright').html(); let newCopyRight = copyRight.replace('.', '') + ' | Copyright ' + copyrightYear + ' Duke Wealth Management'; $('.globalCopyright').html( newCopyRight); </script><!-- FMG anchors - they have just added the following jQuery line under combineSections listing - one for each anchor --><script> $('.dev-anchor-01').attr('id', 'anchor-01'); </script><!-- Change default blog heading text --><script> $('.page-blog h1').text("Our Blog"); </script><script> var topnavCount = 1; setTimeout(function(){ while ($('.c-header-btn a:nth-of-type(' + topnavCount + ')').length !== 0) { var buttonText = $('.c-topbar__inner .c-header-btn a:nth-of-type(' + topnavCount + ')').text(); var buttonUrl = $('.c-topbar__inner .c-header-btn a:nth-of-type(' + topnavCount + ')').attr('href'); if (topnavCount <= 1) { $('<ul class="c-bottom-nav__submenu"><li class="c-bottom-nav__submenu-item"><a href="' + buttonUrl + '">' + buttonText + '</a></li></ul>').appendTo('.default_FooterNavigationConfig .flexSection:last-of-type .c-bottom-nav__menu-item'); } else { $('<li class="c-bottom-nav__submenu-item"><a href="' + buttonUrl + '">' + buttonText + '</a></li>').appendTo('.default_FooterNavigationConfig .flexSection:last-of-type .c-bottom-nav__submenu'); } topnavCount++; } }, 3000); </script><script> /*Floating CTA button on mobile*/ if (window.innerWidth < 992) { $('.c-header').addClass('floatingCTA'); $('.navBtn').appendTo('.c-topnav__outer-wrapper'); $('.moonlight-phone:first-of-type a').appendTo('.c-topnav__outer-wrapper').prepend('<strong>P:</strong> '); } </script><script> const videoBG = [ { type: 'video', selector: 'dev-videoBG', videoSRC: '//static.fmgsuite.com/media/documents/5460bbdc-dab1-4d23-9eaa-53c3eaea4999.mp4', poster: '//static.fmgsuite.com/media/InlineContent/originalSize/09232a1e-e9e8-4ff3-acee-e47a52c8a9b2.png', }]; videoBackground(videoBG); </script><script> var trackingBtnTitle = $('.navBtn a span').text(); var btnEventTitle = 'nav_cta'; $('.navBtn a').click(function () { trackingFunction( gtag('event', btnEventTitle, { 'button_text': trackingBtnTitle, 'page_path': window.location.pathname }) ); }); </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=2.86.45.40257.826"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.40257.826"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.40257.826"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.40257.826"></script> </body> </html>
