Back to Past for a Perfect Portfolio | Financial Planner Long Island

Back to the Past for a Perfect Portfolio

“The fixed-income market did very well the first half of the year,” says Steven M. Roge, portfolio manager at R.W. Roge & Co. and co-portfolio manager for the Roge Partners Fund. “In the beginning of the year, stocks got off to a very rocky start. Then, in the latter half of the year, we were off to the races and kind of the opposite was happening in the fixed-income market.”

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