See recent commentary as well as what’s new and noteworthy from the team at Homestead Advisers.
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.
Stocks Navigate Myriad of Hurdles
Inauguration Primes Rally, Uncertainty Fuels Retreat
Stocks Finish Up for Another Strong Year
Rate Cut Buoys Stocks and Bonds
Economic Update
Watch video updates from our investment team on economic developments and market conditions.
(April 2025)
(March 2025)
(September 2024)
Horizons: Our Quarterly Newsletter
In our quarterly newsletter, Horizons, we offer practical investment insights designed to help your clients be confident, long-term investors.
Ways to Keep Your Financial Life Safe
Raising Kids With Money Smarts
Realistic Ways to Upgrade Your Financial Fitness
Money Smarts at the Holidays
Fund Commentaries
The fund-specific commentaries include portfolio manager insights on the top and bottom contributions to performance during the current quarter.
Q2 2025 Value Fund Commentary
Q2 2025 Small-Company Stock Fund Commentary