50 Main Street,
Millbury,
MA
01527
(508) 865-8774
jmurphyinvestments@millburycu.com
Login
MCU Investment Services
Menu
MCU Investment Services
Home
Investment Services
Financial Planning
Nearing Retirement
Retirement Planning
Life Insurance
Saving for College
Estate Planning
Income Strategies in Retirement
Consolidating Retirement Accounts
About
Resource Center
Retirement
Investment
Money
Lifestyle
Insurance
Tax
Estate
Tools
Glossary
Tax Resources
Useful Links
Contact
Login
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:5088658774'>(508) 865-8774</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">50 Main Street</p> <p> <span class="moonlight-city">Millbury,</span> <span class="moonlight-region">MA</span> <span class="moonlight-postalcode">01527</span> </p> </div> <a href="mailto:jmurphyinvestments@millburycu.com" itemprop="email"> jmurphyinvestments@millburycu.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.millburycucfsinvest.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.millburycucfsinvest.com/resource-center/investment" >Investment</a></li><li><a href="https://www.millburycucfsinvest.com/resource-center/estate" >Estate</a></li><li><a href="https://www.millburycucfsinvest.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.millburycucfsinvest.com/resource-center/tax" >Tax</a></li><li><a href="https://www.millburycucfsinvest.com/resource-center/money" >Money</a></li><li><a href="https://www.millburycucfsinvest.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.millburycucfsinvest.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.millburycucfsinvest.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.millburycucfsinvest.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.millburycucfsinvest.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p><strong>Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. </strong> (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>).  Insurance products are offered through LPL or its licensed affiliates. Millbury Federal Credit Union Credit Union MCU Investment Services <strong><span style="text-decoration: underline;">are not</span></strong> registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MCU Investment Services, and may also be employees of Millbury Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Millbury Federal Credit Union or MCU Investment Services.  Securities and insurance offered through LPL or its affiliates are: </p><p><strong>Not Insured by NCUA or Any Other Government Agency</strong><br /><strong>Not Credit Union Guaranteed</strong><br /><strong>Not Credit Union Deposits or Obligations</strong><br /><strong>May Lose Value </strong></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=2.86.45.32128.347"></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=2.86.45.32128.347"></script> <script type="text/javascript" src="https://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/Sections/js/subpageBanner.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></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=2.86.45.32128.347"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.32128.347"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.32128.347"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.32128.347"></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:'9ff0b18f1bff4b2a',t:'MTc3OTMzNjIzMA=='};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>
