Written by Justin Stevens Health Savings Accounts (HSAs) are often touted as a way to save on medical expenses, but […]
State of O’Keefe Stevens Advisory: Q3 2024 Update Written by Justin Stevens As we conclude the third quarter of 2024, […]
Celebrating Independence and Financial Freedom As you gather with family and friends to celebrate the Fourth of July and commemorate […]
In this compelling episode of RA Collective, host Charlie Van Derven welcomes Justin Stevens, co-founder of O’Keefe Stevens Advisory, based […]
ANNUAL LETTER TO CLIENTS Greetings from Rochester. We hope you are off to as strong start in 2024 as Nvidia […]
Please click the button below to download a PDF of the most recent newsletter. Wrapping up 2023 Financial Updates Each […]
Please click the button below to download a PDF of the most recent newsletter. Mid-Year Update We started 2023 in […]
I spent the month of July putting together my thoughts on our largest portfolio holding, Nvidia. As an owner of this business, I think it would be well worth the time to read this document to better understand our position and our team's thinking about how to proceed.
Please click the button below to download a PDF of the most recent newsletter. TEAM UPDATES AND COMMUNICATIONS Attentive subscribers […]
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