News & Perspectives

See recent commentary, as well as what’s new and noteworthy from the team at Homestead Advisers.

In our quarterly newsletter, Horizons, we offer practical investment insights designed to help you be a confident, long-term investor.

Realistic Ways to Upgrade Your Financial Fitness

Money Smarts at the Holidays

Don’t Let the Election Sway Your Investment Plans

Individual retirement arrangement — doesn’t that sound sophisticated?


Market Review

Read the latest market trends and performance through our quarterly market review. Our investment team breaks down key economic indicators and sector movements to help you understand how these factors may impact your investment strategy.

Stocks Finish Up for Another Strong Year

Rate Cut Buoys Stocks and Bonds

Mixed Performance for Both Stocks and Bond

Record Highs for Stocks as Economic Strength Continues


Economic Update

Watch video updates from our investment team on economic developments and market conditions.

The Federal Reserve Pivots
(September 2024)
Fed Meeting Recap
(June 2024)
Three Reasons We Believe
Small-Company Stocks are
Especially Compelling Now
(November 2023)

Our Perspectives

Navigate your financial journey with financial planning insights.

How to Improve Your Saving This Year

Many of us have heard the “10% rule” when it comes to savings: put away 10% of your income, and you’ll be in good shape. But is that enough?

The Financial Journey, On Your Terms

Goals-based planning can be a truly do-it-yourself approach to managing your money.

Avoiding the Pitfalls of Emotional Investing

We offer tips for taking the emotions out of your financial actions.