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.
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?
In this issue of our shareholder newsletter, Horizons, we take a deep dive into saving. We take a look at the extreme frugality trend, revisit the lesser-known tax-advantaged account types available to you and consider what your savings rate should be. If your financial life is a journey to the future, consider this your savings […]
Choosing a partner to help you establish a financial plan doesn’t have to be complicated. Homestead Funds is part of the family and contributes in many ways just as cooperatives do.
Homestead Funds paid year-end income and/or capital gain distributions on December 17, 2018.
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?
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.