See recent commentary, as well as what’s new and noteworthy from the team at Homestead Advisers.
Horizons: Our Quarterly Newsletter
In our quarterly newsletter, Horizons, we offer practical investment insights designed to help you be a confident, long-term investor.
The One-Time Resolution
Retirement Revolution
Ways to Keep Your Financial Life Safe
Raising Kids With Money Smarts
Market Review
Read the latest market trends and performance through our quarterly market review. Our investment team breaks down key economic indicators and sector movements to help you understand how these factors may impact your investment strategy.
When Strong Numbers Tell a Complicated Story
Stocks Navigate Myriad of Hurdles
Inauguration Primes Rally, Uncertainty Fuels Retreat
Stocks Finish Up for Another Strong Year
Fund Commentaries
The fund-specific commentaries include portfolio manager insights on the top and bottom contributions to performance during the current quarter.
Q3 2025 Value Fund Commentary
Q3 2025 Small-Company Stock Fund Commentary
Economic Update
Watch video updates from our investment team on economic developments and market conditions.
(April 2025)
(March 2025)
Our Perspectives
Navigate your financial journey with financial planning insights.
How to Improve Your Saving This Year
Many of us have heard the “10% rule” when it comes to savings: put away 10% of your income, and you’ll be in good shape. But is that enough?
The Financial Journey, On Your Terms
Goals-based planning can be a truly do-it-yourself approach to managing your money.
Avoiding the Pitfalls of Emotional Investing
We offer tips for taking the emotions out of your financial actions.