You might see the terms “saving” and “investing” used interchangeably, and while they’re both steps in the wealth accumulation process, they’re really very different disciplines.
With equity valuations high and bond yields low, investors are parsing the latest news and economic data for hints to the future. How substantially different will the financial markets be in the coming months and years, and how quickly will new trends materialize?
The Standard & Poor’s 500 Stock Index notched a “perfect year” in 2017, meaning that it posted a positive return in each of the 12months. Please read the report for more on our portfolio managers’ strategies and the impact of their decisions on fund performance.
Amid a backdrop of solid economic numbers and rising hopes for enactment of tax reform, stocks enjoyed substantial gains during the fourth quarter.
Our portfolio managers and analysts oversee an array of eight funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth. View the funds’ most recent quarterly performance.
Homestead’s Value Fund was included on Kiplinger’s list of “unloved” value funds to consider buying now. Value strategies tended to lag growth approaches in 2017, but the magazine suggests that investors should keep value funds in their sights as periods of relative over (and under) performance rotate. In determining funds for this list, Kiplinger’s considered […]
Homestead’s Growth Fund appeared in the “Category Kings” section of The Wall Street Journal for the period ending June 30, 2017. The top ten funds appear in each category and are ranked according to one-year returns. The Growth Fund was ranked #3 for the one-year period in the Large Cap Growth category out of 665 […]
Lowering your expenses not only frees up money to save, it also establishes lower ongoing expenses — which means your nest egg will actually last longer.
Investing doesn’t require great wealth or complicated strategies. You just need to put today’s dollars – even small amounts – where time and compounding interest can help them grow.
For some things you buy, if you pay more, you get more. But paying more for a mutual fund may mean you get less. Here's why.
Financial market volatility – real or anticipated – is often accompanied by a strong emotional reaction. The simple reason: you’re human.