2025 Client Address – The State of O’Keefe Stevens Advisory Written by Justin Stevens As we close out 2024, we […]
Quarterly Investor Letter Q4 2024 January 27, 2025 2024 was an eventful year, with our largest position, Nvidia (NVDA), appreciating […]
Maximizing Tax Efficiency: 10 Year-End Tax Planning Tips for IRA Millionaires Written by Grace Stolberg For most Americans, taxes represent […]
Health Savings Account: How a HSA Can Be a Powerful Long-Term Savings Strategy Written by Justin Stevens Health Savings Accounts […]
State of O’Keefe Stevens Advisory: Q3 2024 Update State of O’Keefe Stevens Advisory: Q3 2024 Update Written by Justin Stevens […]
Quarterly Investor Letter Q3 2024 October 14, 2024 Mistakes Happen – Time for An Honest Discussion A name we’ve discussed […]
Considering Roth Conversions? Read this. Written by Grace Stolberg I frequently encounter the same recurring questions from clients: Am I […]
O’Keefe Stevens Advisory Named to Greater Rochester Chamber Top 100 List Rochester, NY – August 21, 2024 – O’Keefe Stevens […]
O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000 Rochester, NY – August 6, 2024 – O’Keefe […]
Quarterly Investor Letter Q2 2024 July 19, 2024 Market Outlook Continued hopes of near-term rate cuts drove a 3.9% gain […]
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