Stocks have been setting new record highs and the U.S. stock market has been trending up for eight years, the second-longest period on record. But interest rates are poised for further hikes, and global politics seem loaded with event risk. Where to from here? Is there room for more gains, or are the risks piling […]
The past year brought continued signs of improving economic activity in the U.S. and abroad, including further declines in the unemployment rate and slow but steady increases in gross domestic product. Please see the report for more on portfolio managers’ strategies and the impact of their decisions on fund performance.
U.S. election results propelled markets forward in the fourth quarter, presumably driven by the outlook for pro-business policy changes.
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.
The current savings rate for all Americans is just below 6%, though a recent survey by the FINRA Investor Education Foundation indicates that only 40% of Americans saved in 2015 at all. See this issue of Horizons where you might find room for small changes to bring your savings rate up.
Homestead Funds turned 25 last November, a milestone we celebrated with our shareholders, colleagues and many in the rural electric cooperative community who provided the vision and leadership necessary for our start. In these short videos, directors, staff and members of the cooperative community share their thoughts on what makes us unique.
Our portfolio managers argue that rising rates do not spell doom for short-term bonds.
Historically, investors have viewed rising interest rates as a difficult backdrop for stocks, especially small company stocks, but recent analysis paints a brighter picture.
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.