Insights

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

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)

In our quarterly newsletter, Horizons, we offer practical investment insights designed to help your clients be confident, long-term investors.

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?

The information on this website is intended only for U.S. institutional investors and should not be relied upon by retail investors or any other persons who are not Financial Professionals or Institutional Investors in the U.S.