How To Play a Market Rally | Fee-Only Financial Planners Long Island

How To Play a Market Rally

Ben Levisohn and Jane J. Kim

Steven Roge, a portfolio manager in Andover, Mass., has been moving more of his clients’ money from traditional equity funds to flexible funds, such as IVA Worldwide Fund, Pimco Global Multi-Asset Fund and FPA Crescent Fund, among others because of the managers’ ability to make swift asset-allocation decisions and their use of derivatives to reduce risks.

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