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Quarterly Investor Letter Q1 2023
Quarterly Investor Letter Q1 2023 Author: Dominick D’Angelo Banking – A Commodity Business Without the Upside Not surprisingly, our focus […]
by
Dominick D'Angelo
on
May 5
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OSA Fact Sheet Q1 2023
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
Apr 4
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The Value Connection – Q1 2023
The Value Connection – Q1 2023 PERSPECTIVE FOR THE NEW YEAR This is the start of the tenth year of […]
by
Justin Stevens
on
Jan 20
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Quarterly Investor Letter Q4 2022
Quarterly Investor Letter Q4 2022 Quarterly Investor Letter Q4 2022 Author: Dominick D’Angelo Lessons From 2022 The market and our […]
by
Dominick D'Angelo
on
Jan 18
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OSA Fact Sheet Q4 2022
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
Jan 4
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Quarterly Investor Letter Q3 2022
Quarterly Investor Letter Q3 2022 Quarterly Investor Letter Q3 2022 Author: Dominick D’Angelo What a Difference a Year Makes Entering […]
by
Dominick D'Angelo
on
Oct 26
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The Value Connection – Q4 2022
The Value Connection – Q4 2022 Update From Your Advisors Today, more than usual, people are asking questions. Where are […]
by
Justin Stevens
on
Oct 10
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OSA Fact Sheet Q3 2022
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
Oct 3
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Estate Planning: Get it Done!
Estate Planning: Get it Done! Simple estate planning is one important way to ensure your loved ones are cared for […]
by
Justin Stevens
on
Sep 8
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Student Loan Forgiveness
Student Loan Forgiveness Student Loan Forgiveness On August 24, 2022, President Biden announced that the U.S. Department of Education will […]
by
Justin Stevens
on
Sep 7
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Justin Stevens Named to Forbes 2026 Best-in-State Next-Gen Wealth Advisors List
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