Website Logomobile logo
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
Matt.Ward@newcenturyinvestments.com817-238-6300Get Directions
SCHEDULE CALL
Website Logomobile logo
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
volatility-vs-risk
by Matt Ward
Financial Planning
investing risk volatility
March 2, 2020
102 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

CONTINUE READING
bull-and-bear-investing
by Matt Ward
Financial Planning
returns stock market
January 31, 2020
1 Сomment
100 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

CONTINUE READING
SECURE-Act-Estate-Planning
by Matt Ward
Financial Planning
Estate ira SECURE Act
January 18, 2020
75 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

CONTINUE READING
investment-advice-2020
by Matt Ward
Financial Planning
2020 advice investment
January 3, 2020
76 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

CONTINUE READING
tax-tips-business
by Matt Ward
Financial Planning
2019 tax planning
November 14, 2019
109 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

CONTINUE READING
control-your-retirement
by Matt Ward
Financial Planning
financial planning retirement planning
November 6, 2019
118 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.

CONTINUE READING
6D86E40E-A026-416F-AF2F-BD71540928C8
by Matt Ward
Financial Planning
estate planning trust wills
October 10, 2019
85 likes

11 Steps to an Estate Plan

See below for 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 p

CONTINUE READING
College-Planning
by Matt Ward
Financial Planning
college planning
September 20, 2019
100 likes

Choosing the Best College Savings Account

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

CONTINUE READING
is-your-house-in-order
by Matt Ward
Financial Planning
September 20, 2019
82 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

CONTINUE READING
stock-investing
by Matt Ward
Financial Planning
invest stocks wealthy
September 19, 2019
98 likes

Why the Wealthy love to Invest in Stocks

Why the Wealthy love to Invest in Stocks   The more money you make, the more taxes you pay — right? Not necessarily. “In general, America’s wealthy are different when it comes to tax planning bec

CONTINUE READING
1 … 11 12 13 14 15
OUR SERVICES
  • Investment Management
  • Financial Planning
  • Retirement Planning
  • 401K or IRA Rollovers
  • Inherited IRAs
  • Brokerage Accounts
  • Business Tax Planning
  • Business Retirement Plans
  • Executive Stock Options Planning
  • Tax/Estate Planning
  • Wealth Advisory Service
CONTACT US
  • Hours of Operation

    Monday - Friday: 9 - 5PM
    Saturday & Sunday: By Appointment

  • Address

    5740 Boat Club Rd. Suite 100, Fort Worth, TX 76179, USA

  • Email Us or Call: 817.238.6300