News & Perspectives

See recent commentary, as well as what’s new and noteworthy from the team at Homestead Advisers.

In our quarterly newsletter, Horizons, we offer practical investment insights designed to help you be a confident, long-term investor.

Ways to Keep Your Financial Life Safe

Raising Kids With Money Smarts

Realistic Ways to Upgrade Your Financial Fitness

Money Smarts at the Holidays


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.

Inauguration Primes Rally, Uncertainty Fuels Retreat

Stocks Finish Up for Another Strong Year

Rate Cut Buoys Stocks and Bonds

Mixed Performance for Both Stocks and Bond


Economic Update

Watch video updates from our investment team on economic developments and market conditions.

Continued Market Uncertainty Post-Tariff Announcements: Fixed-Income & Equity Insights
(April 2025)
Why Is There So Much Uncertainty in the Markets?
(March 2025)
The Federal Reserve Pivots
(September 2024)

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.