O'Keefe Stevens Advisory Quarterly Investor Letter cover graphic with a purple city skyline

Quarterly Investor Letter Q2 2026

Quarterly Investor Letter Q2 2026 July 15th, 2026 During Q2 2026, we saw market dispersion between the perceived or true […]
by Dominick D'Angelo
on Jul 23
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Last will and testament document with a pen resting on the page

Estate Planning in Rochester, NY: Protecting What You’ve Built

Estate Planning in Rochester, NY: Protecting What You’ve Built You spent a lifetime building something: a home in Monroe County, […]
by O'Keefe Stevens Advisory
on Jul 22
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Older couple smiling at each other during a picnic on the grass

When to Take Social Security: A Rochester, NY Retiree’s Guide

When to Take Social Security: A Rochester, NY Retiree’s Guide It might be the single biggest retirement decision you’ll make […]
by O'Keefe Stevens Advisory
on Jul 22
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Older couple counting cash and reviewing bills at a table

Required Minimum Distributions: What Rochester, NY Retirees Should Know

Required Minimum Distributions: What Rochester, NY Retirees Should Know For years, your retirement accounts grew quietly and mostly tax-deferred. Then […]
by O'Keefe Stevens Advisory
on Jul 22
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Older couple talking at a home office desk with a laptop

Roth Conversion Strategies for Rochester, NY Retirees

Roth Conversion Strategies for Rochester, NY Retirees You’ve saved diligently for decades, and most of that money sits in a […]
by O'Keefe Stevens Advisory
on Jul 22
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O'Keefe Stevens Advisory Fact Sheet cover graphic with a purple city skyline

OSA Fact Sheet Q2 2026

Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by Peter O'Keefe
on Jul 6
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