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.
Watch Now: Q4 2020 Market Review — Vaccine Fuels Healthy Finish for Investments
After a historically challenging year for Americans, investment markets finished 2020 with another positive quarter, closing at record highs for stocks. Bond markets posted moderate gains, capping off a strong year. In this most recent video, senior portfolio managers Mauricio Agudelo and Jim Polk discuss the macroeconomic backdrop, portfolio positioning and fund performance. Read the transcript.
Our Perspectives: Navigating a New Year — The Outlook for 2021
2020 was an unprecedented year, and it’s fair to say that 2021 will also be a year like no other. Here, we take a look at the state of the economy and investment markets in the wake of the COVID-19 pandemic that has caused tragic loss of life and stinging economic pain for so many Americans. With two effective vaccines already entering arms, the shape of 2021 is starting to come into focus. Here’s our take on what the year ahead could hold.
2020 4Q Market Review — Vaccine Fuels Healthy Finish for Investments
Stocks recovered substantially from first-quarter declines, though most categories of stocks remained below February peaks as of quarter-end. Bonds also posted gains as credit spreads, the difference in yields between non-government bonds and U.S. Treasuries, retreated from crisis levels.
Watch Now: What a year! What’s next?
2020 Capital Markets Review and 2021 Outlook: Homestead Funds’ CEO Mark Santero shares our thoughts on this unfolding year.
Emotions and Decisions — Horizons Newsletter
Nearly a year after the virus first arrived in the U.S., many Americans are in a state of pandemic fatigue. And the imprint of chronic stress has taken its toll on many. With that in mind, we dug into the research to find actionable tips that can help you and your families move forward, even in uncertain times, to make the good financial decisions that will serve you well today and in the future.
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.