What’s New
See recent commentary, as well as what’s new and noteworthy from the team at Homestead Funds.
A New Website for Deferred Compensation Plan Administrators
Now there’s one place to go to access plan documents, participant balances and other pla…
Investing in Changing Times
Many of our clients are asking: How do we navigate in the volatile markets we have experie…
Adding an Asset Allocation Model to an Existing Account
Terminology Asset Allocation: The funds and percentages you choose to invest in; Homestead…
2023 Q3 Homestead Horizons: Is America Ready to Retire?
In this issue, we look at the two phases of retirement and how those might change your fin…
2023 Q2 Market Review — Rally Continues, Led by Tech Excitement
The second quarter delivered mixed returns for investments. Stocks extended their rally fo…
Honoring Lineworkers, Cooperatives’ First Responders
Homestead Funds got its start serving rural electric cooperatives and their employees, and…