Regarding Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Meet the Team

Matthew J. Cruz, AIF®, CRPS®
Conferred by the College for Financial Planning
Accredited Investment Fiduciary

Narinder S. Bains, CRPC®
Conferred by the College for Financial Planning
Chartered Retirement Planning Counselor
Check Out This Quarter's Newsletter
We work to make sure you have a complete planning and investment program tailored to you and your family. We want you to be prepared for life's challenges and opportunities.

The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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