Expert Insights from the Homestead Team
With skills that span a range of investment disciplines, our portfolio managers and analysts routinely share their perspectives on companies and markets, as well as present their thinking behind key portfolio decisions.
Avoiding the Pitfalls of Emotional Investing
Our emotions can sabotage our good intentions when it comes to making investment decisions. CFP® Raymond Scott offers tips for taking the emotions out of your financial actions.
Planning for the Knowns and Unknowns of Retirement
Homestead Funds does a lot of work with retirees, giving us a pretty clear view of the challenges investors face. We sat down with two of our financial planners to talk through the tools and services most important for managing accounts in retirement.
Rising Rates – The Story of the Year, for Years
Our portfolio manager argues that rising rates do not spell doom for short-term bonds. Doug Kern shares his perspective on rising rates and the implications for bond investors.
Rising Rates — Headwind or Non-Issue?
Historically, investors have viewed rising interest rates as a difficult backdrop for stocks, especially small company stocks, but recent analysis paints a brighter picture.
Meet the Management Team for Homestead’s Value and Small-Company Stock Funds
Portfolio manager Prabha Carpenter discusses the equity team’s collaborative process, investment philosophy and approach.
How We Select Small-Company Stocks: Q&A with Portfolio Manager Mark Ashton, CFA
We asked Mark Ashton, one of the portfolio managers for Homestead’s Small-Company Stock Fund, to explain his process for zeroing in on what he and the other portfolio managers consider attractive opportunities.