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Investor Update on Continued Market Losses (03/24/2020)

Since our last alert, the stock markets have continued their extreme gyrations, continuing further downward. Here, we offer our perspective on the most recent events to help our shareholders make sense of the current environment. Putting the Ongoing Market Rout in Context The S&P 500 Index is down about –30% from its peak. First, let’s […]

Tips on Navigating Market Volatility (03/20/2020)

The sharp rise and sudden fall of the market can feel like sailing in rough seas, and staying the course with your savings plan may feel like your financial goals are at risk. You may be thinking, should I sell all my investments? Is it too late?

Article

Understanding the Fed’s Weekend Actions and Stock Market Reactions (03/16/2020)

What the Fed Did The Federal Reserve (the Fed) made some significant moves the past several days in an effort to stem the panic currently flooding the markets. We want to take a few moments to explain what they’ve done, why the moves were necessary and what might happen next. Last week, the Fed reduced […]

Article

A Message to Our Shareholders About Coronavirus (03/13/2020)

To our shareholders: You may be concerned about your investments in light of the recent market volatility driven by the continuing coronavirus (COVID-19) outbreak. With 24/7 headlines and conflicting analysis of the impact, we understand how this event can leave investors feeling uncertain.

Family Ties — Horizons Newsletter

In this issue, we take a look at family ties, financially. We consider what factors go into making people good savers and look at the steps you can take to help others get into good money habits, too. Our certified financial planners share stories about their own financial roots. We also uncover some interesting numbers about how money works in the typical American family.

Article

Updated Statement on Current Market Conditions (03/10/2020)

To our shareholders: We believe communication to our shareholders in times of stress is critical. The markets continue to be extremely volatile as a result of several forces, most notably the coronavirus (COVID-19) outbreak and the significant Organization of Petroleum Exporting Countries (OPEC) actions affecting the energy sector. Our guidance has not changed: we believe […]

Article

Statement on Current Market Conditions (02/28/2020)

To our shareholders: You may be concerned about your investments in light of the recent market volatility driven by the continuing coronavirus (COVID-19) outbreak. With 24/7 headlines and conflicting analysis of the impact, we understand how this event can leave investors feeling uncertain. Our guidance, based on our in-depth understanding of the investments in our […]

Annual Report (with Fund Holdings) — December 31, 2019

Following a bumpy third quarter, stock and bond markets in the U.S. finished out 2019 with strong gains for the year. Global economic data continued to soften slightly, though an uptick in outlooks around year-end could signal that some pressures are easing.

Webinar: Q4 2019 Market Review

Following a bumpy third quarter, stock and bond markets in the U.S. finished out 2019 with strong gains for the year. In the fourth quarter, we saw another rally for stocks especially, with broad U.S. benchmarks up significantly. Bond markets were flat to slightly down in the quarter, but also posted healthy gains for the calendar year.

2020 Economic Outlook: A Focus on Rural America

Authors examine a number of issues of particular importance to rural electric co-ops, considering the economic implications for communities and the broader U.S. economy and market.

Media Mentions

A compilation of major financial publications’ coverage of Homestead Funds.

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