PLANNING FOR RETIREMENT?

WE CAN HELP you get there.

Schedule a Meeting

Retirement planning is important. Yet, many people never do comprehensive, detailed retirement planning. A good financial advisor will make sure your retirement plan is updated at least annually. A knowledgeable financial advisor ensures the assumptions needed to create a successful retirement plan are realistic. Your goal is a successful retirement, which means having sufficient resources to do the things you want to do in retirement.

WE ARE PROFESSIONAL MONEY MANAGERS 

We build low-cost, properly diversified investment portfolios that are appropriate for your age and risk tolerance. Our portfolios are managed by a Chartered Financial Analyst (CFA). CFAs are institutionally trained money managers. We include individual stocks for those clients who want them. Norwood Economics is a traditional value investor. We buy good companies when they go on sale. We look for companies with strong balance sheets that typically pay a dividend. 

Professional Money Managers — Fishers, IN — Norwood Economics

SCHEDULE A FREE PORTFOLIO REVIEW

Our free portfolio reviews show you how much you're paying and how you're invested. We use the latest software to show you what stocks your mutual funds own and whether you are properly diversified. Call (317) 559-2333 to schedule an appointment.

recent blog posts

Credit Cracks and Falling Liquidity

By Christopher Norwood • October 20, 2025
Executive Summary The S&P 500 rose 1.7% last week to finish at 6664.01 The Nasdaq & the Dow Jones rose as well last week We had an inside day last Monday, then an inside week Earnings season is here The four credit events might snowball into something more serious Credit spreads have started to react, widening over the last two weeks Bond yields fell (yields down, price up) last week The dollar index is also falling The Federal Reserve has been draining excess reserves from the system since 2022 It appears as if the Fed has no choice but to end its Quantitative Tightening (QT) program The Stock Market The S&P 500 rose 1.7% last week to finish at 6664.01. The Nasdaq 100 was up 2.4% and the Dow was up around 1.5%.

The “Great AI Buildout"

By Christopher Norwood • October 13, 2025
Executive Summary The S&P 500, Nasdaq & the Dow Jones fell last week President Trump tanked the market Friday with a post about trade talk troubles with China The S&P 500 still has a lot of momentum, though Bond investors aren’t expecting a recession any time soon The Atlanta Fed GDPNow tool is estimating 3.8% real GDP growth for Q3 The AI boom is increasingly dependent on circular cash flows The U.S. stock market has a lot of exposure to AI The Stock Market

The Federal Reserve and the Federal Government Must Walk a Fine Line

By Christopher Norwood • October 6, 2025
Executive Summary The S&P 500 rose 1.1% to close the week at 6715.79 The Nasdaq was down 0.3% last week The Dow Jones Industrial Average was up 1.99%. The government shutdown materialized on Wednesday The Fed is expected to cut the funds rate by another quarter point in October Unemployment isn’t rising, and consumers are still spending Recession red flags The last 18 years have been unusual A recession is not Norwood Economics’ base case