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OSA Fact Sheet Q3 2024
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Oct 2
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O’Keefe Stevens Advisory Named to Greater Rochester Chamber Top 100 List
Rochester, NY – August 21, 2024 – O’Keefe Stevens Advisory, a leading investment advisory firm based in Rochester, NY, is […]
by
Carly Flanigan
on
Aug 22
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O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000
O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000 Rochester, NY – August 6, 2024 – O’Keefe […]
by
Carly Flanigan
on
Aug 13
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OSA Fact Sheet Q2 2024
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Jul 2
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Quarterly Investor Letter Q1 2024
April 25, 2024 A Welcome Surprise After discussing Graftech’s (EAF) challenges throughout 2022 and 2023, Groundhog Day came early in […]
by
Carly Flanigan
on
Apr 25
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OSA Fact Sheet Q1 2024
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Apr 3
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OSA Fact Sheet Q4 2023
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Jan 16
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Quarterly Investor Letter Q3 2023
Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak at Wrestlemania (21-0 when he lost to Brock […]
by
Carly Flanigan
on
Nov 13
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OSA Fact Sheet Q3 2023
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Oct 23
Read more
OSA Fact Sheet Q2 2023
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Jul 5
Read more
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Maximizing Tax Efficiency: 10 Year-End Tax Planning Tips for IRA Millionaires
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