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

By Christopher Norwood July 7, 2025
Executive Summary The S&P 500 rose 1.7% in a holiday-shortened week, finishing at 6,284.65 Volatility continues to fall from its elevated levels in early April The S&P is up 6.76% year-to-date. Industrials are leading the way, up 13.40% Price determines returns when buying an asset  Diversify away from a concentrated U.S. large-cap stock portfolio Job growth has been holding steady for almost a year now Analysts have been raising earnings estimates recently 90-day tariff suspension ends on Wednesday The Stock Market The S&P 500 rose 1.7% in a holiday-shortened week. The Nasdaq rose 1.6%. Both indexes set new record highs with the S&P reaching 6,284.65 on Thursday afternoon. The jobs report out Thursday spurred the S&P higher. The index gapped up at the open, closing Thursday up 0.83% (see chart below). The S&P 500 is up 26% from the selloff low on April 8, while the Nasdaq has surged 34.9%.
By Christopher Norwood June 30, 2025
Executive Summary The S&P 500 rose 3.4% last week, climbing to 6,173.07 The Magnificent 7 are outperforming the S&P 493 by over 18% since April The Cboe Volatility Index (VIX) fell as low as 16.11 last week Investors seem unconcerned about tariffs and war Treasury interest rates are starting to fall The Fed has little reason to cut if unemployment isn't moving higher The stock market is at record highs Corporate bond spreads are tight, meaning credit is abundant The dollar has fallen by around 10% in 2025 Inflation is expected to move higher because of tariff The Stock Market The S&P 500 rose 3.4% last week. The Israeli-Iranian ceasefire was credited with the surge to the upside. The index had lost 0.7% over the prior two weeks.
By Christopher Norwood June 23, 2025
Executive Summary The S&P 500 gained 0.3% last week, climbing to 5,967.84 The index is having trouble staying above 6,000 Technical indicators are turning somewhat negative The Federal Reserve kept the overnight rate at 4.25% - 4.50% The updated “dot plot” shows a divided Fed Seven members indicate no rate cuts in 2025 Eight members forecast two rate cuts in 2025 The Fed is forecasting a slower economy in 2025 and 2026 The hard data is starting to point to a slowing economy Inflation is still well above the Fed’s 2% target