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At Roberge Wealth we hold ourselves to the highest standard of fiduciary duty; acting in good faith with honesty and fairness. You can expect the utmost level of service, transparency and accountability from our team.

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Recent Blog Posts

Featured image for article S&P 500 rally: When a rising tide lifts some boats more than others

S&P 500 rally: When a rising tide lifts some boats more than others

Dec 05, 2025 | Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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