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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.

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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

Slower Growth and Higher Inflation

By Christopher Norwood • April 21, 2025
Executive Summary The S&P 500 fell 1.5% last week to finish at 5,282.70 Counter-trend bounce started on April 7th Counter-trend rallies are short and sharp Thursday was an inside day Any trade war announcements will lead to more volatility Uncertainty is high, and consumer confidence is low The Federal Reserve is focusing on inflation The Philly Fed and Empire State indices continue to rise Small business owners are raising prices to offset input costs The Stock Market is still in a downtrend The Stock Market

Expect the unexpected

By Christopher Norwood • April 14, 2025
Executive Summary The S&P 500 had its best weekly gain since 2023 due to the suspension of most tariffs The Trade War and tariffs have dominated stock market action Daily announcements on the tariff front have led to high volatility The market is still in a downtrend Tariffs will negatively affect the U.S. economy Rising prices will reduce consumer demand U.S. earnings estimates are coming down; currently $267 and falling Pay attention to what bond investors are thinking The weakening dollar fell to its lowest level since 2022 The U.S. needs foreign capital

Uncertainty is high. Don't Panic.

By Christopher Norwood • April 7, 2025
Executive Summary The S&P 500 fell 9.1% and ended the week at 5,074.08 Bond yields are declining as investors flee stocks CME FedWatch tool now forecasts 3 to 4 Fed funds cuts in 2025 Inflation is higher than the Fed’s target and trending in the wrong direction The Volatility Index (VIX) spiked on Friday. Investors are showing fear The Stock Market is due a bear market bounce The longer-term downtrend likely won't end until Trump’s Trade War ends Market strategists are raising the odds of a recession and reducing price targets The Fed has a dilemma. It doesn't have the tools to deal with rising inflation and slowing economic growth simultaneously