Featured
Learn how disability insurance works, how short- and long-term coverage differ, and how to check for gaps in what your employer plan provides.
We're sharing how coordinated planning helped one of our O'Keefe Stevens Advisory clients put a roughly $600,000 payout to work and catch a tax reporting error worth about $50,000.
See how O’Keefe Stevens Advisory helped a client cut investment costs by more than $44,000 annually while coordinating tax, retirement, estate and investment planning.
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
New York's estate tax cliff can tax an entire estate once it crosses the exemption by more than 5%. Here's how one Rochester couple, working with their O'Keefe Stevens advisor and estate attorney, rebalanced their plan with revocable trusts, a credit shelter trust, and an early gifting strategy.
If you work for yourself, a Traditional or Roth IRA alone usually won't replace your income in retirement. A SEP IRA lets self-employed individuals and business owners contribute up to $72,000 in 2026, with simple setup and a funding deadline that runs to your tax filing date.
Justin Stevens Named to Forbes 2026 Best-in-State Next-Gen Wealth Advisors List O’Keefe […]
O’Keefe Stevens Advisory Named No. 2769 on the 2026 Inc. 5000 List, […]
Quarterly Investor Letter Q2 2026 July 15th, 2026 During Q2 2026, we […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
The Second Chapter of the American Dream Written by: Grace Stolberg One […]
Health Insurance Before Medicare I retired, and I’m not eligible for Medicare. […]
ESOPs vs. ESPPs: Understanding the Difference and Benefits Written by: Grace Stolberg […]
Quarterly Investor Letter Q1 2026 April 27, 2026 Cash Is a Position […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Annuities: The Real Cost of a ‘Guaranteed’ Income Stream Written by Grace […]
Quarterly Investor Letter Q4 2025 January 30, 2026 As we close out […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q3 2025 October 15, 2025 A Quarter of Change […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q2 2025 August 6, 2025 Market Outlook Despair to […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
April 25, 2025 Quarterly Investor Letter Q1 2025 I’ll Leave The Political […]
2025 Tax Essentials: Key Dates, Details, and Limitations Disclaimer: Advisory services offered […]
Quarterly Investor Letter Q4 2024 January 27, 2025 2024 was an eventful […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
State of O’Keefe Stevens Advisory: Q3 2024 Update State of O’Keefe Stevens […]
Quarterly Investor Letter Q3 2024 October 14, 2024 Mistakes Happen – Time […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q2 2024 July 19, 2024 Market Outlook Continued hopes […]
The Value Connection – Q3 2024 Celebrating Independence and Financial Freedom As […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
April 25, 2024 Quarterly Investor Letter Q1 2024 A Welcome Surprise After […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
The Value Connection – Q1 2024 ANNUAL LETTER TO CLIENTS Greetings from […]
Quarterly Investor Letter Q4 2023 January 24th, 2024 2023 was an eventful […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q3 2023 Author: Dominick D’Angelo The End of an […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
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.
Quarterly Investor Letter Q2 2023 Author: Dominick D’Angelo Same Story, Different Year […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q1 2023 Author: Dominick D’Angelo Banking – A Commodity […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q4 2022 Quarterly Investor Letter Q4 2022 Author: Dominick […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q3 2022 Quarterly Investor Letter Q3 2022 Author: Dominick […]
The Value Connection – Q4 2022 Update From Your Advisors Today, more […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q2 2022 Quarterly Investor Letter Q2 2022 Author: Dominick […]
Summary of Other Holdings Kimco Realty (KIM)Kimco is a real estate investment […]
Quarterly Investor Letter Q1 2022 Author: Dominick D’Angelo Recent Thoughts – Management […]
Quarterly Investor Letter Q4 2021 Quarterly Investor Letter Q4 2021 Author: Dominick […]
OSA Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
The Value Connection – Q4 2021 Team Updates Despite what you might […]
The Value Connection – Q3 2021 Team Updates Adam and Whitney Deutsch […]
Contact Us Today
We look forward to hearing from you.