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Retirement Planning
Investment Management
About
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Quarterly Investor Letter Q3 2024
October 14, 2024 Mistakes Happen – Time for An Honest Discussion A name we’ve discussed on several occasions will no […]
by
Dominick D'Angelo
on
Oct 14
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O’Keefe Stevens Advisory Named to Greater Rochester Chamber Top 100 List
Rochester, NY – August 21, 2024 – O’Keefe Stevens Advisory, a leading investment advisory firm based in Rochester, NY, is […]
by
Carly Flanigan
on
Aug 22
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O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000
O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000 Rochester, NY – August 6, 2024 – O’Keefe […]
by
Carly Flanigan
on
Aug 13
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Quarterly Investor Letter Q2 2024
July 19, 2024 Market Outlook Continued hopes of near-term rate cuts drove a 3.9% gain in the S&P 500 in […]
by
Dominick D'Angelo
on
Jul 19
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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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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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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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Quarterly Investor Letter Q3 2023
Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak at Wrestlemania (21-0 when he lost to Brock […]
by
Carly Flanigan
on
Nov 13
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