Homestead Funds will be paying year-end income and/or capital gain distributions on December 18, 2019. We are providing you with information regarding the expected distribution dates and estimated rates for your planning purposes.
Homestead representative Brian Allen is often in the field meeting face-to-face with co-op CEOs, managers and directors. A typical day—like the one he describes here—has him talking with co-ops about planning for unexpected events such as storms.
Home renovation? Looming college costs? Daughter’s wedding? CEO Mark Santero talks about the many things that come at us in our lifetimes and how planning and investing can help you meet those challenges.
CEO Mark Santero explains how easy it is for people to turn their savings and investing plans into action with Homestead’s online resources and dedicated client services team. The number one thing: just get started.
IRAs can be used for many purposes. Setting up an IRA account can be a flexible way to plan for the future.
It was another bumpy quarter for the financial markets, with signs of slowing global growth finally catching up to the U.S.
Are there manageable ways for a cooperative to do more to support the financial health of their team? Read more.
In the third quarter, markets delivered mixed results. Bonds outperformed stocks, in general, as global growth forecasts weakened further and trade conflicts continued. Defensive stocks, generally, outperformed more cyclical stocks.
View fund performance relative to the benchmark index for the most recent quarter. See the latest Market Review for details on the investment backdrop and manager’s approach.
In this issue, we take a broad view of the generations we serve. We look at shifting attitudes about major things such as family, work and education.