The Cates Team - reports & fact sheets

The Cates Team

Featured Reports

Harnessing the Power of Market Cycles explores how market cycles play a critical role in determining how much wealth investors can generate and how investors can build an investment strategy around these long-term and seasonal market cycles.

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.

RBC Named One of the World’s Top 100 Sustainable Companies shares details of RBC's fifth consecutive year on the "Global 100: Most Sustainable Corporations in the World" list.

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

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.

Insights on Inflation provides professional insights and opinions about inflation-related issues.

Fact Sheets

Asset Allocation

• Core Satellite Allocation

• The Benefit of a Diversified Portfolio

Cash & Lending Services

• Automated Clearing House (ACH)

• RBC Online Bill Pay

Converting Wealth to Income

• Converting Wealth to Income

Education

• Section 529 College Savings Plans – listed by state