Cindy Runger Balas - reports & fact sheets

Cindy Runger Balas
Associate Vice President - Financial Consultant - Private Client Group

Featured Reports

How the Coming Demographic Shock Could Alter the Investing Landscape provides a thorough discussion of the upcoming demographic changes that we will experience in the coming years.

Dividend Investing in the Post-Bubble Era provides a thorough discussion of dividend investing – its benefits and challenges.

Government Health Care Programs Fundamentals offers guidelines for making well-informed decisions regarding retirement health care planning.

RBC Retirement Funding Sensitivity offers a new model for retirement planning that examines various variables to help put forecasting numbers into perspective.

Social Security Fundamentals provides an overview of the basic concepts you need to understand to make well-informed decisions about Social Security.

Canada Banks Prove Envy of the World The Financial Times discusses the performance of Canadian banks.

Guided Portfolio: Dividend Growth Quarterly Report provides an equity strategy for growing income and capital appreciation.

Guided Portfolio: Large Cap Quarterly Report offers a 20 stock portfolio diversified by economic sector.

Guided Portfolio: Large Cap Update 2/26/10

Quarterly Economic and Market Update is a collection of charts and graphs intended to provide a visual perspective of various developments and trends in the stock and bond markets.

Fact Sheets

Asset Allocation

• Return and Volatility Risk

• Time in, Not Timing

Converting Wealth to Income

• Converting Wealth to Income

• Creating Your Retirement Paycheck

Fixed Income

• Fixed Income Ladders

• Why Tax Exempt Municipals are a Smart Investment

Individual Retirement Planning

• Retirement Plan Distributions for Job Changers