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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 July 21, 2025
Executive Summary The S&P 500 rose 0.6% last week to finish at 6,296.79 The 2-Year trended lower, ending the week yielding 3.88% The 10-year Treasury yield ended the week at 4.44% Investors are nervous about tariffs and their impact Tariffs are coming directly out of the pockets of the US businesses that import the goods Rising inflation expectations only increases the chances of higher inflation and interest rates Continue to buy good companies on sale
By Christopher Norwood July 14, 2025
Executive Summary The S&P 500 fell 0.3% to close the week at 6,259.75 We would rather own the German economy than Nvidia Consumer spending is weakening The consumer price index report will be released on Tuesday Economists believe that tariffs will cause prices to rise Economists believe that tariffs will slow the economy The jobs market is stable. The unemployment rate is low. Earnings estimates are falling more than is normal There are still good companies on sale The Stock Market
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%.