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What do you need to do to achieve your financial goals? Our advisors have the answers. Norwood Economics helps its clients manage their finances and achieve a successful retirement. Our portfolios are managed by a Chartered Financial Analyst (CFA). The CFA designation is the gold standard among institutional investors.


Our services include Financial Planning, Retirement Planning, Investment Management, Estate Planning, Tax Planning, and Elder Care.  Your initial consultation is free. Call (317) 559-2333 today to talk to an experienced financial advisor.



WHAT DOES A FINANCIAL ADVISOR DO?

A good financial advisor is an expert who provides sound advice and effective strategies to turn limited wealth and financial resources into a successful retirement. For the vast majority of Americans, close and careful management of money and capital is necessary to ensure continued income and financial security in the long-term. Most people are not equipped with the information and insight needed to produce great financial results without guidance from a professional. A financial advisor closes the gap between what a client knows and what the client needs to know to be successful.

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THE LOW-COST FINANCIAL ADVISOR

Norwood Economics is a fee-only advisor, which means no commissions. We are not fee-based advisors. Fee-based advisors charge commissions in addition to the fees and are often twice as expensive as a result. Our goal is to provide the best service at half the cost. 


Call us today at (317) 559-2333 to schedule an appointment.

recent blog posts

Uncertainty is high. Don't Panic.

By Christopher Norwood • April 7, 2025
Executive Summary The S&P 500 fell 9.1% and ended the week at 5,074.08 Bond yields are declining as investors flee stocks CME FedWatch tool now forecasts 3 to 4 Fed funds cuts in 2025 Inflation is higher than the Fed’s target and trending in the wrong direction The Volatility Index (VIX) spiked on Friday. Investors are showing fear The Stock Market is due a bear market bounce The longer-term downtrend likely won't end until Trump’s Trade War ends Market strategists are raising the odds of a recession and reducing price targets The Fed has a dilemma. It doesn't have the tools to deal with rising inflation and slowing economic growth simultaneously

The economy is vulnerable to a declining stock market

By Christopher Norwood • March 31, 2025
Executive Summary The S&P 500 fell 1.5% and ended the week at 5,580.94 The energy & healthcare sectors are the leading gainers year to date The S&P early highs and late lows are a sign of market weakness The fixed income market is signaling higher for longer Mortgage rates seem high to younger home buyers Mortgage rates were higher from 1972-2002 Earnings & GDP growth estimates are coming down The stock market reflects the economy Consumer confidence plunged to a 12-year low The economy is vulnerable to a declining stock market

The Fed is leaving two rate cuts on the table for 2025

By Christopher Norwood • March 24, 2025
Executive Summary The S&P 500 rose 0.5% last week to finish at 5,667.56 breaking its four-week losing streak The uncertainty surrounding the trade war will weigh on the economy and capital markets for the foreseeable future. Economists and the public aren’t sure whether to worry about inflation, weakening economic growth, or both. The Summary of Economic Projections (SEP) signals two rate cuts and a higher year-end inflation number Invoking the Alien Enemies Act of 1798 will lead to higher prices U.S. stocks are the only asset class losing money in 2025 The Stock Market The S&P 500 rose 0.5% last week to 5,667.56. The Nasdaq rose 0.2% and the Dow was up 1.2%. The S&P broke a four-week losing streak. It was due for an oversold bounce. We wrote last week, “The S&P is primed to bounce this week, likely at least back to the 200-day moving average residing at 5,740.” The S&P did bounce but only reached 5,715.33 on Wednesday around 3 p.m. Fed Chairman Powell was speaking soothing words at the time to investors during his press conference following the Federal Reserve FOMC meeting. The S&P couldn’t build on Wednesday’s late gains though, although it did try.
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