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Quarterly Investor Letter Q2 2026 July 15th, 2026 During Q2 2026, we saw market dispersion between the perceived or true […]
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Planning for College: Timely tips for families when college is right around the corner. May 5, 2026 Written by: Kellan […]
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Quarterly Investor Letter Q1 2026 April 27, 2026 Cash Is a Position In Q4 2025, we ended our letter by […]
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Quarterly Investor Letter Q4 2025 January 30, 2026 As we close out 2025, I want to reflect on what drove […]
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Quarterly Investor Letter Q3 2025 October 15, 2025 A Quarter of Change Exuberant markets and rising speculation defined the third […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2025 Q2
Quarterly Investor Letter Q2 2025 August 6, 2025 Market Outlook Despair to euphoria. Although Liberation Day was a mere three […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2025 Q1
April 25, 2025 Quarterly Investor Letter Q1 2025 I’ll Leave The Political Commentary for Others As I write this letter, […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2024 Q4
Quarterly Investor Letter Q4 2024 January 27, 2025 2024 was an eventful year, with our largest position, Nvidia (NVDA), appreciating […]
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Maximizing Tax Efficiency: 10 Year-End Tax Planning Tips for IRA Millionaires Written by Grace Stolberg For most Americans, taxes represent […]
O'Keefe Stevens Advisory Value Connection Newsletter cover, 2024 Q4
State of O’Keefe Stevens Advisory: Q3 2024 Update State of O’Keefe Stevens Advisory: Q3 2024 Update Written by Justin Stevens […]

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