Skip to content
Home
Services
Retirement Planning
Investment Management
About
Our Team
Testimonials
Contact
Disclosures
Resources
Upcoming Events
Articles & Newsletters
Quarterly Investor Call
Home
Services
Retirement Planning
Investment Management
About
Our Team
Testimonials
Contact
Disclosures
Resources
Upcoming Events
Articles & Newsletters
Quarterly Investor Call
Schedule Discovery Call
Quarterly Investor Letter Q3 2024
October 14, 2024 Mistakes Happen – Time for An Honest Discussion A name we’ve discussed on several occasions will no […]
by
Dominick D'Angelo
on
Oct 14
Read more
Quarterly Investor Letter Q2 2024
July 19, 2024 Market Outlook Continued hopes of near-term rate cuts drove a 3.9% gain in the S&P 500 in […]
by
Dominick D'Angelo
on
Jul 19
Read more
Article Feature: Dominick D’Angelo in the Real Deal
O’Keefe Stevens Advisory’s Director of Research, Dominick D’Angelo, CFA®, was recently featured in an article on The Real Deal. Click […]
by
Dominick D'Angelo
on
Jun 5
Read more
Quarterly Investor Letter Q2 2023
Author: Dominick D’Angelo Same Story, Different Year Tech dominated the first half of 2023, with the seven largest components of […]
by
Dominick D'Angelo
on
Jul 18
Read more
Quarterly Investor Letter Q1 2023
Quarterly Investor Letter Q1 2023 Author: Dominick D’Angelo Banking – A Commodity Business Without the Upside Not surprisingly, our focus […]
by
Dominick D'Angelo
on
May 5
Read more
Quarterly Investor Letter Q4 2022
Quarterly Investor Letter Q4 2022 Author: Dominick D’Angelo Lessons From 2022 The market and our portfolios had a challenging year […]
by
Dominick D'Angelo
on
Jan 18
Read more
Check Your Retirement Readiness in Under 3 Minutes.
Start your journey to financial peace of mind with instant clarity.
Take the Free Assessment
Search
Recent Posts
Maximizing Tax Efficiency: 10 Year-End Tax Planning Tips for IRA Millionaires
Helping People “Build the Life they Dream Of” through Finance
Health Savings Account: How a HSA Can Be a Powerful Long-Term Savings Strategy
The Value Connection – Q4 2024
Quarterly Investor Letter Q3 2024
Recent Comments
Search for:
Recent Posts
Maximizing Tax Efficiency: 10 Year-End Tax Planning Tips for IRA Millionaires
Helping People “Build the Life they Dream Of” through Finance
Health Savings Account: How a HSA Can Be a Powerful Long-Term Savings Strategy
The Value Connection – Q4 2024
Quarterly Investor Letter Q3 2024
Recent Comments
Christine Brush
on
The Value Connection – Q1 2024
Dennis Michael O'Keefe
on
Nvidia Letter to Clients
Krista Vardabash
on
Nvidia Letter to Clients
Paul Murphy
on
Nvidia Letter to Clients
David C Nemchick
on
Nvidia Letter to Clients
Archives
December 2024
November 2024
October 2024
September 2024
August 2024
July 2024
June 2024
May 2024
April 2024
March 2024
January 2024
December 2023
November 2023
October 2023
August 2023
July 2023
May 2023
April 2023
January 2023
October 2022
September 2022
July 2022
April 2022
January 2022
November 2021
October 2021
June 2021
April 2021
January 2021
April 2019
Categories
Quarterly Fact Sheet
Quarterly Investor Letter
Quarterly Newsletter
Reading
Resources
Meta
Log in
Entries feed
Comments feed
WordPress.org
Recent Comments