Homestead Funds will be paying year-end income and/or capital gain distributions on December 17, 2018. We are providing you with information regarding the expected distribution dates and estimated rates for your planning purposes.
U.S. stocks had another strong quarter, despite continued volatility. Strong earnings reports dominated sentiment, overriding investor concerns about the ongoing trade war with China and increasing worries about the effects of higher interest rates.
Your financial life is on your terms, but what if you don’t know where to start, especially in a world with literally thousands of mutual funds and other investment choices?
In this issue of our shareholder newsletter, Horizons, we offer some guidance for navigating your financial journey on your own terms. We look at the simple method of goals-based planning and examine how our brains work against us — and how some new technologies may help.
Our portfolio managers and analysts oversee an array of eight funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth. View the funds’ most recent quarterly performance.
What is the right number for your retirement nest egg? We decided to work out the math for the “average American” — using things like average retirement age, average Social Security payment and average income level. See our ballpark milestones in this issue of Our Perspectives.
From your mobile, navigate to homesteadfunds.com and add us to your home screen. Now you have one-click access to the website, which is fully responsive end-to-end. So you can login and check your accounts, buy, sell and exchange right from your phone.
Investing doesn’t require great wealth or complicated strategies. You just need to put today’s dollars – even small amounts – where time and compounding interest can help them grow.
For some things you buy, if you pay more, you get more. But paying more for a mutual fund may mean you get less. Here's why.
Financial market volatility – real or anticipated – is often accompanied by a strong emotional reaction. The simple reason: you’re human.