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 […]
The Value Connection February 2024 newsletter banner with advisors speaking on stage
The Value Connection – Q1 2024 ANNUAL LETTER TO CLIENTS ​​​Greetings from Rochester. We hope you are off to as […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2023 Q4
Quarterly Investor Letter Q4 2023 January 24th, 2024 2023 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 […]
O'Keefe Stevens Advisory Value Connection Newsletter cover, 2023 Q4
The Value Connection – Q4 2023 Please click the button below to download a PDF of the most recent newsletter. […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2023 Q3
Quarterly Investor Letter Q3 2023 Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak at Wrestlemania (21-0 […]
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 Value Connection Newsletter cover, 2023 Q3
The Value Connection – Q3 2023 Please click the button below to download a PDF of the most recent newsletter. […]
Nvidia logo over a teal digital data background
I spent the month of July putting together my thoughts on our largest portfolio holding, Nvidia. As an owner of this business, I think it would be well worth the time to read this document to better understand our position and our team's thinking about how to proceed.
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2023 Q2
Quarterly Investor Letter Q2 2023 Author: Dominick D’Angelo Same Story, Different Year Tech dominated the first half of 2023, with […]

Check Your Retirement Readiness in Under 3 Minutes.

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