The Mehrer/Stromberg Group

Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

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Five things you can do with your wealth without selling a single share

Sep 10, 2026 |RBC Wealth Management

You’ve spent years building a portfolio. So why sell it the moment opportunity comes knocking?

The $15 million opportunity: What the new tax law means for your estate plan

Sep 10, 2026 |RBC Wealth Management

A year ago, estate planning conversations were dominated by one word—urgency—and families raced to act before that window closed.

The Roth conversion window: Why your 30s is the right time to act

Sep 09, 2026 |RBC Wealth Management

It may feel like you’re still getting started on your savings when you hit your 30s, but being in a lower tax bracket can be beneficial for future growth.

Your ZIP code is a tax decision

Sep 09, 2026 |RBC Wealth Management

Here’s a question most people never think to ask their financial advisor: Does it make sense to live where I currently live?

The concentration trap: Managing the risk inside of a single stock

Sep 09, 2026 |RBC Wealth Management

Has a concentrated position become an unmanaged risk in your portfolio

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