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SCHEDULE A FREE MEETING WITH A FINANCIAL ADVISOR

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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.

Financial Advisor Using Laptop — Fishers, IN — Norwood Economics

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

By Christopher Norwood June 2, 2025
Executive Summary The S&P 500 rose 1.9% last week to finish at 5911.69 The S&P 500 rose 6%, the Dow rose 3.8% and the Nasdaq climbed nearly10% in May Could see another test of support around 5,800 this week Several longer-term negative divergences may be pointing to a tough summer Declining new highs during an advancing market is a negative Earnings estimates for 2025 and 2026 have been trending lower Earnings drive the stock market over the long run
By Christopher Norwood June 2, 2025
Executive Summary The S&P 500 fell 2.6% last week to close at 5,802.82. The 20-Year Treasury auction went poorly. The yield rose above 5%. The 5% threshold has twice this year resulted in the administration adjusting its stance on tariffs. (Make that three times as Trump over the weekend gives the U.K. until July 9 th .) Longer-term inflation expectations are rising. Moody’s downgraded the U.S. to Aa1 on 16 May. The credit default swaps market sees the U.S. as a Baa1/BBB+ credit, on par with Greece. The tax cut bill will add to the deficits and debt. Long-term interest rates might well continue to rise.
By Christopher Norwood May 19, 2025
Executive Summary The S&P 500 rose 5.3% last week to finish at 5,958.38 The Dow advanced 3.4% and the Nasdaq added 7.2% A falling VIX means investor confidence is increasing A 90-day pause in the trade war sent the S&P higher Earnings estimates are falling along with GDP growth forecasts Earnings and interest rates drive the stock market over the long run Investors are chasing performance Small business hiring plans and job openings haven’t improved Norwood Economics continues to look for good companies on sale The Stock Market