LEADING YOU ON THE PATH TO AN ENJOYABLE FUTURE

Norwood Economics believes that education is the cornerstone of a healthy retirement, which is why we educate our clients to help them make better financial decisions.

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LEADING YOU ON THE PATH TO A BETTER FUTURE

Norwood Economics believes that education is the cornerstone of a healthy retirement, which is why we educate our clients to help them make better financial decisions.

Schedule an Appointment

BUILDING A BETTER RETIREMENT

Norwood Economics is a low-cost, wealth management firm. We are a fee-only Registered Investment Advisor, which means we never sell products for a commission. Creating a successful retirement isn't easy. Let us help you create a financial plan that will grow and protect your wealth over time.

IT STARTS WITH A PLAN

Your financial success is Norwood Economics' goal. We begin with free, initial retirement planning, which includes a free portfolio review. Initial retirement planning will help you better understand what you need to do to achieve a successful retirement. The portfolio review will show you how much you're currently paying, how you're allocated, and your investment risk. During our initial meeting we'll develop a plan designed to achieve your financial goals.

recent blog posts

The “Great AI Buildout"

By Christopher Norwood • October 13, 2025
Executive Summary The S&P 500, Nasdaq & the Dow Jones fell last week President Trump tanked the market Friday with a post about trade talk troubles with China The S&P 500 still has a lot of momentum, though Bond investors aren’t expecting a recession any time soon The Atlanta Fed GDPNow tool is estimating 3.8% real GDP growth for Q3 The AI boom is increasingly dependent on circular cash flows The U.S. stock market has a lot of exposure to AI The Stock Market

The Federal Reserve and the Federal Government Must Walk a Fine Line

By Christopher Norwood • October 6, 2025
Executive Summary The S&P 500 rose 1.1% to close the week at 6715.79 The Nasdaq was down 0.3% last week The Dow Jones Industrial Average was up 1.99%. The government shutdown materialized on Wednesday The Fed is expected to cut the funds rate by another quarter point in October Unemployment isn’t rising, and consumers are still spending Recession red flags The last 18 years have been unusual A recession is not Norwood Economics’ base case

Artificial Intelligence Does Not Change Economics

By Christopher Norwood • September 29, 2025
Executive Summary The S&P 500 fell 0.3% last week to finish at 6,643.66 The Dow, Nasdaq, and Tech sector ended lower as well The S&P average annual total return is 7.9% since the 2000 market peak The economy grew 3.8% in Q2 (third estimate), up from the prior 3.3% second estimate Financial conditions remain loose The 10-year Treasury yield has little room to fall from current levels The elderly and poor suffer most from the impacts of inflation Norwood Economics manages diversified portfolios This time is NOT different The S&P might see negative returns over the next decade Economic growth is the lowest in the past 25 years There are no piles of cash sitting on the sidelines The Stock Market