Insights

Financial Professionals
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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.

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)

In our quarterly newsletter, Horizons, we offer practical investment insights designed to help your clients be confident, long-term investors.

Raising Kids With Money Smarts

Realistic Ways to Upgrade Your Financial Fitness

Money Smarts at the Holidays

Don’t Let the Election Sway Your Investment Plans

The information on this website is intended only for U.S. institutional investors and should not be relied upon by retail investors or any other persons who are not Financial Professionals or Institutional Investors in the U.S.