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

High Level of Uncertainty Surrounding Trade Policy

By Christopher Norwood • June 2, 2025
Executive Summary The S&P 500 rose 1.9% last week to finish at 5911.69 The S&P 500 rose 6%, the Dow rose 3.8% and the Nasdaq climbed nearly10% in May Could see another test of support around 5,800 this week Several longer-term negative divergences may be pointing to a tough summer Declining new highs during an advancing market is a negative Earnings estimates for 2025 and 2026 have been trending lower Earnings drive the stock market over the long run

A Trading Range Market Most Likely

By Christopher Norwood • June 2, 2025
Executive Summary The S&P 500 fell 2.6% last week to close at 5,802.82. The 20-Year Treasury auction went poorly. The yield rose above 5%. The 5% threshold has twice this year resulted in the administration adjusting its stance on tariffs. (Make that three times as Trump over the weekend gives the U.K. until July 9 th .) Longer-term inflation expectations are rising. Moody’s downgraded the U.S. to Aa1 on 16 May. The credit default swaps market sees the U.S. as a Baa1/BBB+ credit, on par with Greece. The tax cut bill will add to the deficits and debt. Long-term interest rates might well continue to rise.

Buying Companies on Sale is a Successful Strategy

By Christopher Norwood • May 19, 2025
Executive Summary The S&P 500 rose 5.3% last week to finish at 5,958.38 The Dow advanced 3.4% and the Nasdaq added 7.2% A falling VIX means investor confidence is increasing A 90-day pause in the trade war sent the S&P higher Earnings estimates are falling along with GDP growth forecasts Earnings and interest rates drive the stock market over the long run Investors are chasing performance Small business hiring plans and job openings haven’t improved Norwood Economics continues to look for good companies on sale The Stock Market