Portfolio Manager Insights

Q2 2020 Market Review: Massive Support Cushions the Blow
Stock and bond markets were broadly positive in the second quarter. Stocks recovered substantially from first-quarter declines, though most categories of stocks remained below February peaks as of quarter-end. Bonds also posted gains as credit spreads, the difference in yields between non-government bonds and U.S. Treasuries, retreated from crisis levels.

Q1 2020 Market Review: A Shock to the System
Stock markets peaked around the third week of February, at which point it was clear that the global spread of the coronavirus had reached a tipping point. The bad news came in rapid succession, driving the S&P 500 Index to fall about 30% before recovering modestly.

Investing Basics

Investing Affordably
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.

Compounding Interest
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.

Managing Volatility
Financial market volatility – real or anticipated – is often accompanied by a strong emotional reaction. The simple reason: you’re human.

What Makes Us Different

Meeting Investors Where They Are
Certified Financial Planner (TM), John Scott, discusses how he communicates with investors to be sure he has a clear understanding of their financial goals.

Saving for Life’s Events
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.

Connected to Co-ops

Supporting Our Cooperative Family
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.

Our Story Started With You
Homestead Funds and RE Advisers were founded to help cooperatives and their employees, and that’s exactly what we still do today. Our products, our investment process, our people, are all reflections of that mission of service.

Our Story

The Story of Our Logo
See how our logo tells the story of our heritage.