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O’Keefe Stevens Advisory Named No. 2769 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies

O’Keefe Stevens Advisory Named No. 2769 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private […]
by Peter O'Keefe
on Aug 11
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Quarterly Investor Letter Q2 2026

Quarterly Investor Letter Q2 2026 July 15th, 2026 During Q2 2026, we saw market dispersion between the perceived or true […]
by Dominick D'Angelo
on Jul 23
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Estate Planning in Rochester, NY: Protecting What You’ve Built

Estate Planning in Rochester, NY: Protecting What You’ve Built You spent a lifetime building something: a home in Monroe County, […]
by O'Keefe Stevens Advisory
on Jul 22
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When to Take Social Security: A Rochester, NY Retiree’s Guide

When to Take Social Security: A Rochester, NY Retiree’s Guide It might be the single biggest retirement decision you’ll make […]
by O'Keefe Stevens Advisory
on Jul 22
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Required Minimum Distributions: What Rochester, NY Retirees Should Know

Required Minimum Distributions: What Rochester, NY Retirees Should Know For years, your retirement accounts grew quietly and mostly tax-deferred. Then […]
by O'Keefe Stevens Advisory
on Jul 22
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Roth Conversion Strategies for Rochester, NY Retirees

Roth Conversion Strategies for Rochester, NY Retirees You’ve saved diligently for decades, and most of that money sits in a […]
by O'Keefe Stevens Advisory
on Jul 22
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OSA Fact Sheet Q2 2026

Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by Peter O'Keefe
on Jul 6
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The Second Chapter of the American Dream

The Second Chapter of the American Dream Written by: Grace Stolberg One of the unexpected privileges of being a financial […]
by Grace Stolberg
on Jun 29
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Get Your Affairs in Order

Get Your Affairs in Order The Gift of Clarity for the People You Love. Written by: Justin Stevens There is […]
by Justin Stevens
on Jun 26
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Investment Management in Rochester, NY: Why Risk Isn’t the Same as Volatility

Investment Management in Rochester, NY: Why Risk Isn’t the Same as Volatility When the market drops a few hundred points, […]
by O'Keefe Stevens Advisory
on Jun 22
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