Written by Grace Stolberg For most Americans, taxes represent one of the largest household expenses, surpassing what we spend on […]
State of O’Keefe Stevens Advisory: Q3 2024 Update Written by Justin Stevens As we conclude the third quarter of 2024, […]
October 14, 2024 Mistakes Happen – Time for An Honest Discussion A name we’ve discussed on several occasions will no […]
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Considering Roth Conversions? Read this. Written by Grace Stolberg I frequently encounter the same recurring questions from clients: Am I […]
Rochester, NY – August 21, 2024 – O’Keefe Stevens Advisory, a leading investment advisory firm based in Rochester, NY, is […]
O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000 Rochester, NY – August 6, 2024 – O’Keefe […]
July 19, 2024 Market Outlook Continued hopes of near-term rate cuts drove a 3.9% gain in the S&P 500 in […]
Celebrating Independence and Financial Freedom As you gather with family and friends to celebrate the Fourth of July and commemorate […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
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