Investing with Patience & Conviction Written by Justin Stevens As we reflect on another year together, I’m delighted to share […]
2025 Client Address – The State of O’Keefe Stevens Advisory Written by Justin Stevens As we close out 2024, we […]
Disclaimer: Advisory services offered through O’Keefe Stevens Advisory, an investment adviser registered with the U.S. Securities & Exchange Commission. Fact […]
January 27, 2025 2024 was an eventful year, with our largest position, Nvidia (NVDA), appreciating over 170% as business remained […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Written by Grace Stolberg For most Americans, taxes represent one of the largest household expenses, surpassing what we spend on […]
Advisory services are offered through O’Keefe Stevens Advisory; an investment adviser registered with the U.S. Securities & Exchange Commission.
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, […]
October 14, 2024 Mistakes Happen – Time for An Honest Discussion A name we’ve discussed on several occasions will no […]
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