LOW-COST, FEE-ONLY WEALTH MANAGEMENT

Schedule a Meeting

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.


Call (317) 559-2333 for a free, initial wealth management consultation.

WE PROVIDE SUCCESSFUL STRATEGIES SO YOU DON'T HAVE TO

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.

Businesswoman Typing on Her Tablet — Fishers, IN — Norwood Economics

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

recent blog posts

Reversion to the Mean is a Fact of Life

By Christopher Norwood • February 10, 2025
Executive Summary The S&P finished the week at 6025.99 The S&P has been trading sideways since 11 November Volatility (VIX) has spiked five times since last fall each time falling quickly back to mid-teen levels Microsoft, Alphabet, and Amazon have contributed to the negative tone with cautious guidance The Equity Risk Premium has been falling over the last 14 years Bonds have been a horrible investment over the last three, five, and ten years The jobs market continues to show strength Consumers' inflation expectations are increasing The stock market is expensive and will return less than its long-term average over the next decade Good stock picking will be critical if investors are to earn a return close to the long run average. The equity risk premium is too low which may make Treasury bonds a better investment than stocks on a risk adjusted basis over the next decade. Treasury bonds may outperform stocks over the next decade but not necessarily over the next few years since the 10-Year could rise another 100 basis points in the short term. The Stock Market

Don't Expect Extraordinary Returns to Continue

By Christopher Norwood • February 3, 2025
Executive Summary The S&P fell 1% last week, closing Friday at 6,040.53 The index hasn’t been able to break clear of resistance The AI space took a big hit Monday Tariffs on Canada, Mexico, and China GDP grew 2.3% annually in Q4 The futures market expected the funds rate to remain at 4.25-4.50% and it did The employment cost index (ECI) for Q4 2024 rose 0.9% QoQ Pending home sales took a hit in December The stock market continues to trend higher There is a relationship between the stock market and the economy More Interesting Charts to review 

S&P Hits All Time High

By Christopher Norwood • January 27, 2025
Executive Summary The S&P hit a new high on Thursday, reaching 6,128.18. The Volatility Index (VIX) fell to a low of 14.85 The VIX has declined sharply from 27.6 The 5.4% decline from 6 December to 13 January doesn’t qualify as a correction Watch Earnings, Inflation, and Interest Rates for the stock market's near-term direction Don't miss the Charts Worth Seeing at the bottom
Share by: