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.

Portfolio Manager Insights

Watch Now: What a year! What’s next?
2020 Capital Markets Review and 2021 Outlook: Homestead Funds’ CEO Mark Santero shares our thoughts on this unfolding year.

Q3 2020 Market Review: Amid Support, Rally Continues
In the third quarter, stock markets continued to rebound from the pandemic-induced lows of March. Most broad categories of stocks finished the period with gains. In fact, the S&P 500 Index reached a new record high in early September before retreating modestly. Bonds also delivered positive returns for the quarter.

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.