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New-Century-InvestmentsNew-Century-Investments
  • Home
  • Our Clients
    • Business Owners
    • Families
    • Create Your Financial Profile
  • Our Story
    • Our Philosophy
    • Our Team
  • Services
    • Financial Planning
    • Investment Management
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    • Small Businesses
  • Blogs & News
  • Contact Us
    • Book Appointment
  • Home
  • Our Clients
    • Business Owners
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    • Create Your Financial Profile
  • Our Story
    • Our Philosophy
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  • Services
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  • Blogs & News
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Bear-and-Bull-stock
by Matt Ward
Financial Planning
Bear market invest stock market
April 6, 2020
56 likes

Preparing for a Bear Market

If this bear market has found you unprepared, how can you best prepare for the next one? Here are some ideas – Have a written financial plan — one that is appropriate for your time horizon, risk tole

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volatility-vs-risk
by Matt Ward
Financial Planning
investing risk volatility
March 2, 2020
44 likes

Risk, Not Volatility, Is the Real Enemy

Risk, Not Volatility, Is the Real Enemy Grant us investors the wisdom to know the difference. As the market has been dropping in recent days, what has been your strategy? a. Add more money to my accou

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bull-and-bear-investing
by Matt Ward
Financial Planning
returns stock market
January 31, 2020
52 likes

Setting Expectations for Stock Returns Over Next Few Years

With the last 10 years delivering 9/10 years of positive stock market returns, we need to begin setting realistic expectations for the next few years. Stocks have averaged 10% annually when we look ba

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SECURE-Act-Estate-Planning
by Matt Ward
Financial Planning
Estate ira SECURE Act
January 18, 2020
37 likes

What the SECURE Act means for your Estate

What the SECURE Act means for your Estate In 2020, a major new tax law went into effect. The SECURE Act. The SECURE act has changed the rules on the Stretch IRA. As a refresher, the Stretch IRA was th

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investment-advice-2020
by Matt Ward
Financial Planning
2020 advice investment
January 3, 2020
37 likes

Advice for Investors in 2020

Market volatility is normal, and intra-year declines are common. If we experience sharp, sudden downside in 2020 – remember, it’s just how equity markets work. 75% of the time, the market recovers all

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tax-tips-business
by Matt Ward
Financial Planning
2019 tax planning
November 14, 2019
42 likes

2019 Year-End Tax Planning Strategies

2019 Year-End Tax Planning Strategies   TAX PLANNING STRATEGIES FOR INDIVIDUALS Know your tax rate. This is essential. Knowing your tax rate allows you to plan to take full advantage of a given t

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control-your-retirement
by Matt Ward
Financial Planning
financial planning retirement planning
November 6, 2019
54 likes

Control Your Retirement With These 4 Rules

Are you nearing or in retirement? Then you need to know these 4 main rules.   Rule No. 1: Wealth is not just a dollar amount. Think of it as 3 different variables: 1) Your necessary spending vs.

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6D86E40E-A026-416F-AF2F-BD71540928C8
by Matt Ward
Financial Planning
October 10, 2019
44 likes

11 Steps to an Estate Plan

A checklist to help you take care of your family by making a will, power of attorney, living will, funeral arrangements, and more. You may have heard that you need to make an “estate plan,” but what d

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College-Planning
by Matt Ward
Financial Planning
college planning
September 20, 2019
46 likes

Choosing the Best College Savings Account

Choosing the Best College Savings Account article by Matthew Ward, CRPC   With your kids back in school, now is the time to start planning for their college funding. Many individuals ask about th

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is-your-house-in-order
by Matt Ward
Financial Planning
September 20, 2019
43 likes

How to make a financial plan in 7 steps

How to make a financial plan in 7 steps   Whether you take the DIY route or seek professional help, creating a financial plan follows these seven steps: Set goals Track your budget Get that emplo

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