Homestead Wealth Management, Corp

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Homestead Wealth Management, Corp

Senior Wealth Advisor & Founder | 20+ years. 📈 Planning, investments, and retirement expertise.

11/03/2026

All summer, investors kept hearing that weak market breadth spelled trouble.
Ryan Detrick of Carson Group now asks whether those "we need better breadth" worries were a bit off.
The big-picture lesson: popular worries don't always play out. A plan built for your goals tends to hold up better than reacting to the loudest headline.
Which worry did you hear most this year: AI, breadth or rates?
Past performance does not guarantee future results. Securities offered through LPL Financial, Member SIPC. Not a recommendation to buy or sell any security.

11/02/2026

Stocks finished mixed on Monday. Chip stocks fell on renewed worries about AI spending, pulling the Nasdaq down about 1.1% and the S&P 500 about 0.5%, while the Dow gained about 0.4%.
Beneath the headline numbers, most of the market did fine: 8 of 11 sectors finished higher, led by consumer discretionary and financials. Oil fell sharply on hopes for talks to reopen the Strait of Hormuz, and the 10-year Treasury yield eased to about 4.89%. Ryan Detrick of Carson Group also noted that the equal-weight S&P 500 beat the cap-weighted index by 5.9% in October, the widest margin since April 2009. Chart: Ryan Detrick, Carson Group (data: Carson Investment Research, FactSet).
YTD as of 11/2: S&P 500 +10.2% | Nasdaq +8.3% | R2K +13.1% | Agg (AGG) -0.8% | Muni (MUB) -0.6%
Past performance does not guarantee future results. Indexes are unmanaged and cannot be invested in directly. Agg and Muni shown via iShares AGG and MUB ETFs (total return). Securities offered through LPL Financial, Member SIPC. Not a recommendation to buy or sell any security.
Questions about what this means for your plan? We're always happy to talk.

11/02/2026

The AI buildout is getting big. 🏗️
Ryan Detrick of Carson Group shared this chart (slide 2): Big Tech capital spending is expected to reach about $1.4 trillion next year, up 60% from 2026 levels. That is roughly 4% of GDP.
His colleague Sonu Varghese also points out that this spending is growing faster than the cash these companies generate, so more of it is being funded with debt.
Big themes like AI are worth understanding, but a plan built on diversification and patience doesn't need to chase them. 🌱
Does the AI spending boom excite you or worry you more?
Chart: Ryan Detrick, Carson Group (data: Carson Investment Research, Bloomberg)
Past performance does not guarantee future results. Securities offered through LPL Financial, Member SIPC. Not a recommendation to buy or sell any security.

11/02/2026

Good morning! Stock futures are higher ahead of today's open, bouncing back after Friday's tech-led selloff. Oil is down about 6% this morning on hopes for a diplomatic resolution between the U.S. and Iran.
With midterm elections tomorrow, here's some helpful history. Ryan Detrick's chart shows that in midterm years since 1950, November has been higher more often than any other month, up 78.9% of the time. History isn't a forecast, but it's a good reminder not to let election headlines drive long-term decisions.
If you have questions about how this week's news fits your plan, feel free to reach out.
Chart: Ryan Detrick, Carson Group (data: Carson Investment Research, FactSet)
Past performance does not guarantee future results. Securities offered through LPL Financial, Member SIPC. Not a recommendation to buy or sell any security.

11/02/2026

Happy Sunday! J.C. Parets asked this weekend why so many investors choose not to own energy stocks, a group that once made up a much bigger share of the market.
It's a good reminder that market leadership changes over time. Sectors fall in and out of favor, sometimes for years, and a diversified plan doesn't depend on guessing which one leads next.
Is there a part of the market you avoid on gut feeling alone? If you'd like a second look at how your portfolio is built, feel free to reach out at 909-667-0587.
Past performance does not guarantee future results. Securities offered through LPL Financial, Member SIPC. Not a recommendation to buy or sell any security.

11/01/2026

Happy Sunday! Ryan Detrick of Carson Group pointed out this weekend that November has historically been one of the stronger months of the year for stocks.
That's fun to know, but seasonality is a tailwind, not a plan. Your goals, your timeline and your plan matter far more than the calendar.
What's one money goal you want to check off before year-end? If you'd like to talk yours through, feel free to reach out at 909-667-0587.
Past performance does not guarantee future results. Securities offered through LPL Financial, Member SIPC. Not a recommendation to buy or sell any security.

10/31/2026

Happy Saturday! Ryan Detrick of Carson Group made a good point this weekend: if tech catches a cold, the big indexes can struggle, but there are always opportunities under the surface.
Headlines tend to follow the biggest names, but the index isn't your whole portfolio. A diversified plan is built so one corner of the market doesn't decide your whole story.
When markets wobble, what do you check first: the headlines or your plan? If you'd like to talk yours through, feel free to reach out at 909-667-0587.
Past performance does not guarantee future results. Securities offered through LPL Financial, Member SIPC. Not a recommendation to buy or sell any security.

10/31/2026

Happy Halloween from all of us at Homestead Wealth Management! 🎃
We hope every family in San Dimas and the surrounding communities has a safe, fun night of treats and costumes. If you're out driving this evening, please slow down and watch for trick-or-treaters.
Enjoy the night with the people you love.
Past performance does not guarantee future results. Securities offered through LPL Financial, Member SIPC. Not a recommendation to buy or sell any security.

10/30/2026

Down weeks can feel bigger than they are.
Ryan Detrick of Carson Group points out the S&P 500 slipped about half a percent for a second straight week, even though it sure feels worse.
J.C. Parets highlights a longer-running shift: large-cap value just hit multi-year highs relative to large-cap growth.
Which surprised you more this week, the small weekly dip or the rotation?
Past performance does not guarantee future results. Securities offered through LPL Financial, Member SIPC. Not a recommendation to buy or sell any security.

10/30/2026

Stocks fell on Friday as results from Intel and Amazon renewed worries about heavy AI spending. Chip stocks led the decline. The Nasdaq dropped about 2.9%, the S&P 500 about 1.8%, and the Dow about 1.1%.
Not every corner of the market struggled. Energy and consumer staples finished higher, and the 10-year Treasury yield eased to about 4.93%. Ryan Detrick of Carson Group also noted that the S&P 500's advance/decline line, which tracks how many stocks are participating, broke out above resistance on Thursday, a reminder that one rough day for tech doesn't tell the whole story. Chart: Ryan Detrick, Carson Group (StockCharts).
YTD as of 10/30: S&P 500 +10.7% | Nasdaq +9.4% | R2K +13.3% | Agg (AGG) -0.6% | Muni (MUB) -0.4%
Past performance does not guarantee future results. Indexes are unmanaged and cannot be invested in directly. Agg and Muni shown via iShares AGG and MUB ETFs (total return). Securities offered through LPL Financial, Member SIPC. Not a recommendation to buy or sell any security.
Questions about what this means for your plan? We're always happy to talk.

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413 E. Foothill Boulevard, Suite 100
San Dimas, CA
91773

Website

http://www.homesteadwealthmgt.com/

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