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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.

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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

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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

Inflation Expectations Continue to Rise

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

Tariff Uncertainty Still Dominates

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

Diversification Critical in the Coming Decade

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%.