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 […]
Advisor reviewing printed financial reports with a client across a desk
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Advisor reviewing printed financial reports with a client across a desk
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
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, […]
Hand writing tax planning in a notebook beside a calculator, coins, and receipts
2025 Tax Essentials: Key Dates, Details, and Limitations Disclaimer: Advisory services offered through O’Keefe Stevens Advisory, an investment adviser registered […]
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 […]
Advisor reviewing printed financial reports with a client across a desk
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Hand holding a notebook reading tax planning with a rising bar chart
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 […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2024 Q3
Quarterly Investor Letter Q3 2024 October 14, 2024 Mistakes Happen – Time for An Honest Discussion A name we’ve discussed […]

Check Your Retirement Readiness in Under 3 Minutes.

Start your journey to financial peace of mind with instant clarity.