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Norwood Economics was founded in 2013 to fill a need for concierge level service at an affordable price. We are a low-cost, fee-only wealth management firm - no hidden fees, no commissions, and no conflicts of interest. We are often half the cost of the average, local fee-based advisor: saving 1% is the equivalent of earning 1%. Our fee includes annual Financial and Retirement Planning, Estate Planning, Tax Planning, Elder Care, and Insurance Planning.


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Our job is to make it easier for you. Easier to grow your wealth. Easier to have a fun, rewarding retirement. Easier to leave your assets to your loved ones.



Our investment philosophy begins with building low-cost, diversified portfolios. We focus on strategic allocation to meet your spending needs, while using tactical allocation to add value. We overweight and underweight different asset classes (as well as within asset classes) based on both the macroeconomic environment and price. We favor using low-cost index funds and ETFs as well as individual stocks. We are value investors who buy good companies when they go on sale. We look for companies with strong balance sheets that typically pay a dividend.

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Call Norwood Economics at (317) 559-2333 and speak with a wealth management professional that will put your needs first.

recent blog posts

It's No Longer Your Grandfather’s or Even Your Father's Stock Market

By Christopher Norwood • November 17, 2025
Executive Summary The S&P 500 was flat last week The U.S. government is once again open for business Markets thrive when liquidity rises GDP grows faster when the government spends more The odds that the Fed will cut a quarter-point on December 10th fell to 45.8% The S&P 500 is a concentrated index, heavily weighted toward technology Diversification reduces risk without necessarily reducing return Deciding when to take Social Security is about maximizing your benefit (A quick note this week due to travel on my part. You’ll find a variety of comments about last week’s market and events that may impact the stock and bond markets. Also, some thoughts on conversations with clients.) The S&P 500 was flat last week and is testing its 50-day moving average again (purple line below). We may see a down week this week. A fall below November 7th’s low of 6631.44 would likely lead to a further drop. A lower high and lower low would be in place, the definition of a down trend.

A Diversified Portfolio Will Help You Weather the Next Bear Market

By Christopher Norwood • November 10, 2025
Executive Summary The S&P 500 fell 1.6% last week to close at 6,728.8 There was a widespread sell-off in the Tech space The Nasdaq Composite had its worst week since the week ending April 4th The jobs market is a concern for the Federal Reserve Data is scarce, but the jobs market seems steady U.S. services sector economic activity picked up in October A diversified portfolio is more important for risk management than ever The S&P 500 fell 1.6% last week to close at 6,728.8. The Nasdaq 100 fell 3.1% on the week. The declines were blamed on a report released Thursday by Challenger, Gray & Christmas, according to Barron’s. But the market fell throughout the week. The Challenger Gray report wasn't released until Thursday. The report may have helped sink the market last week, but it wasn't the lone catalyst.

The Fed Cut the Funds Rate Last Week, but Why?

By Christopher Norwood • November 3, 2025
Executive Summary The S&P 500 rose 0.7% last week to finish at 6,840.20 The S&P is up 16.3% year-to-date A stock represents ownership in a business The S&P 500 is rising at an increasing rate, and that can't go on forever Profit margins have been stable over the long run The Federal Reserve cut the Fed funds rate by one quarter point last Wednesday, but why? Inflation appears nowhere near declining to the Fed’s 2% target The annualized headline CPI September number was the second-highest since January Inflation is hurting the lowest 50% of income earners in the U.S.