The New York estate tax has a quirk that catches families off guard, and it can cost a small fortune. […]
If you’ve started comparing advisors, you’ve probably run into the phrase fee-only financial advisor and wondered whether it actually matters. […]
How much does a financial advisor cost? It’s the question I get before almost any other, and I respect it. […]
Justin Stevens Named to Forbes 2026 Best-in-State Next-Gen Wealth Advisors List O’Keefe Stevens Advisory is proud to announce that President […]
If you’re over 70½ and you give to charity anyway, a qualified charitable distribution may be the most efficient way […]
Long-term care planning is the piece of retirement almost nobody wants to think about, which is exactly why it gets […]
How much money do you need to retire? It’s the first question almost everyone asks me, and the honest answer […]
If you spent a career at one company and your 401(k) is stuffed with its stock, net unrealized appreciation is […]
O’Keefe Stevens Advisory Named No. 2769 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private […]
Quarterly Investor Letter Q2 2026 July 15th, 2026 During Q2 2026, we saw market dispersion between the perceived or true […]
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