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The Value Connection – Q1 2024 ANNUAL LETTER TO CLIENTS ​​​Greetings from Rochester. We hope you are off to as […]
O'Keefe Stevens Advisory Value Connection Newsletter cover, 2023 Q4
The Value Connection – Q4 2023 Please click the button below to download a PDF of the most recent newsletter. […]
O'Keefe Stevens Advisory Value Connection Newsletter cover, 2023 Q3
The Value Connection – Q3 2023 Please click the button below to download a PDF of the most recent newsletter. […]
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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.
O'Keefe Stevens Advisory Value Connection Newsletter cover, 2023 Q2
The Value Connection – Q2 2023 Please click the button below to download a PDF of the most recent newsletter. […]
O'Keefe Stevens Advisory Value Connection Newsletter cover, 2023 Q1
The Value Connection – Q1 2023 PERSPECTIVE FOR THE NEW YEAR This is the start of the tenth year of […]
O'Keefe Stevens Advisory Value Connection Newsletter cover, 2022 Q4
The Value Connection – Q4 2022 Update From Your Advisors Today, more than usual, people are asking questions. Where are […]
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Estate Planning: Get it Done! Simple estate planning is one important way to ensure your loved ones are cared for […]
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Student Loan Forgiveness Student Loan Forgiveness On August 24, 2022, President Biden announced that the U.S. Department of Education will […]
O'Keefe Stevens Advisory Value Connection Newsletter cover, 2022 Q3
The Value Connection – Q3 2022 The Value Connection – Q3 2022 Mid-Year Letter to Clients On this 4th of […]

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