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The Value Connection – Q3 2024
Celebrating Independence and Financial Freedom As you gather with family and friends to celebrate the Fourth of July and commemorate […]
by
Justin Stevens
on
Jul 5
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OSA Fact Sheet Q2 2024
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Jul 2
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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
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RIA Collective Podcast: Blueprint for Independence with Justin Stevens
In this compelling episode of RA Collective, host Charlie Van Derven welcomes Justin Stevens, co-founder of O’Keefe Stevens Advisory, based […]
by
Justin Stevens
on
May 23
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Quarterly Investor Letter Q1 2024
April 25, 2024 A Welcome Surprise After discussing Graftech’s (EAF) challenges throughout 2022 and 2023, Groundhog Day came early in […]
by
Carly Flanigan
on
Apr 25
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OSA Fact Sheet Q1 2024
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Apr 3
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The Value Connection – Q1 2024
ANNUAL LETTER TO CLIENTS Greetings from Rochester. We hope you are off to as strong start in 2024 as Nvidia […]
by
Justin Stevens
on
Mar 25
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Quarterly Investor Letter Q4 2023
January 24th, 2024 2023 was an eventful year, with our largest position, Nvidia (NVDA), appreciating over 200% as AIbecame mainstream. […]
by
Marissa Bell
on
Jan 24
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OSA Fact Sheet Q4 2023
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Jan 16
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The Value Connection – Q4 2023
Please click the button below to download a PDF of the most recent newsletter. Wrapping up 2023 Financial Updates Each […]
by
Justin Stevens
on
Dec 4
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Maximizing Tax Efficiency: 10 Year-End Tax Planning Tips for IRA Millionaires
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The Value Connection – Q4 2024
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