Empowering Your Financial Future
You’re not a greenhorn when it comes to money, but you don’t live on Wall Street either. Wouldn’t it be better to invest with a firm that understands the value of keeping things simple?
Homestead Funds was created in 1990 by the National Rural Electric Cooperative Association (NRECA) to serve the financial needs of rural electric cooperatives, their employees and their families. But while Homestead has grown up around co-op values — integrity, self-reliance and long-term relationships — our funds are available to all investors and advisors.
Decisions about money can be challenging. We seek to simplify them. With the education and guidance we offer, you can use our nine diversified mutual funds to design an intelligent, clear-cut strategy to meet your goals.
Performance Summary — 2020 Q3
Our portfolio managers and analysts oversee an array of nine funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth.
Our Perspectives: Don’t Stress About Elections and Politics, Focus on Long-Term Investing
With a major election on the horizon, emotions are running high. Investors may be wondering if they should make changes to their investments. While political issues are excellent at grabbing headlines and dominating the national conversation, the true connection between politics and market performance is much weaker than you might expect.
Mid-Year 2020 U.S. Economic Outlook: A Focus on Rural America
In this issue we focus on the impact of COVID-19. Economists with the National Rural Electric Cooperative Association’s (NRECA) Business and Technology Strategies Department examine issues expected to be particularly impactful for rural electric co-ops and likely to play a big role in shaping the economic health of the communities they serve.
Staying Active for Good (Financial) Health — Horizons Newsletter
In this issue, our Certified Financial Planners™ share the types of changes and updates they see families making to their finances today. We also look at what it means to be an active portfolio manager and share some of the ways that we’re actively reaching out to serve you better. Last, we brought back the 2020 resolution calendar, with some tips on reestablishing some normalcy in your finances to finish out a tough year in better shape.
Our Perspectives: Consider Repositioning Your Short-Term Investments
When markets undergo extreme volatility, as we have seen in the wake of the COVID-19 pandemic, we get a lot of questions from investors about “moving to cash.” We are also hearing from many investors wondering about the impact of the Federal Reserve’s interest rate cuts, in terms of the impact on savings accounts and money market funds.
IRAs: A Flexible Tool for Life’s Goals
IRAs can be used for many purposes. Setting up an IRA account can be a flexible way to plan for the future.