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Quarterly Investor Letter Q2 2026
Quarterly Investor Letter Q2 2026 July 15th, 2026 During Q2 2026, we saw market dispersion between the perceived or true […]
by
Carly Flanigan
on
Jul 23
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OSA Fact Sheet Q2 2026
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Jul 6
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ESOPs vs. ESPPs: Understanding the Difference and Benefits
ESOPs vs. ESPPs: Understanding the Difference and Benefits Written by: Grace Stolberg In my role as a financial advisor, I […]
by
Grace Stolberg
on
May 13
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Planning for College
Planning for College: Timely tips for families when college is right around the corner. May 5, 2026 Written by: Kellan […]
by
Kellan Peer
on
May 5
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Quarterly Investor Letter Q1 2026
Quarterly Investor Letter Q1 2026 April 27, 2026 Cash Is a Position In Q4 2025, we ended our letter by […]
by
Dominick D'Angelo
on
Apr 27
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OSA Fact Sheet Q1 2026
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Apr 1
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Quarterly Investor Letter Q4 2025
Quarterly Investor Letter Q4 2025 January 30, 2026 As we close out 2025, I want to reflect on what drove […]
by
Dominick D'Angelo
on
Jan 30
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OSA Fact Sheet Q4 2025
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Jan 14
Read more
Quarterly Investor Letter Q3 2025
Quarterly Investor Letter Q3 2025 October 15, 2025 A Quarter of Change Exuberant markets and rising speculation defined the third […]
by
Dominick D'Angelo
on
Oct 15
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OSA Fact Sheet Q3 2025
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Oct 3
Read more
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