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.

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.

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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

Overvaluation is a Poor Market Timing Tool

By Christopher Norwood • August 18, 2025

Executive Summary The S&P 500 rose 1.01% last week to finish at 6,449.80 The stock market keeps hitting new highs Market strategists are expecting earnings growth to accelerate in 2026 Margins remain near record highs Corporate profit margins will likely take a hit from tariffs Passing tariff costs on to the consumer means raising prices Core CPI rose by 0.3% in July The PPI jumped 0.9% last month, the largest monthly increase in more than three years Buffett says it’s dangerous when the market cap rises to more than 140% of GDP. Currently, the ratio is above 200%. The massive increase in the Fed's balance sheet over the last 25 years has led to financial asset price inflation The Stock Market

More Unfavorable Economic News

By Christopher Norwood • August 11, 2025

Executive Summary The S&P 500 rose 2.43% last week, climbing to 6,389.45 Interest rates didn’t move much last week The economy is slowing according to the Chicago Fed National Activity Index (CFNAI) Real final sales to Private Domestic Purchasers are slowing The Institute for Supply Management (ISM) Services index fell from 50.8 to 50.1. The index is only two-tenths away from showing contraction The employment sub-index of the Services Index report was also weak The prices paid sub-index continues to climb Norwood Economics manages its clients' diversified portfolios with a focus on the long run The Stock Market

Uncertainty Remains Extraordinarily High

By Christopher Norwood • August 4, 2025

Executive Summary The S&P 500 fell 2.4% last week to end at 6,238.01 The S&P 500 is up 6.06% year-to-date Foreign Stocks in developed countries are leading among major asset classes Foreign stocks are inexpensive compared to U.S. stocks The jobs report was weak with a 258,000 downward revision for May and June Unemployment is likely to rise if job growth doesn’t accelerate Rapid-fire tariff changes make it difficult to predict the impact of tariffs on the U.S. economy Tariffs are a tax that someone has to pay Initial jobless claims are a leading indicator Inflation remains elevated Three more chances for the Federal Reserve to cut rates this year Stagflation is a feared outcome of the new tariff regime Uncertainty remains extraordinarily high Interesting Charts The Stock Market