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Services
Retirement Planning
Investment Management
About
Our Team
Testimonials
Contact
Disclosures
Resources
Upcoming Events
Articles & Newsletters
Quarterly Investor Call
Schedule Discovery Call
Quarterly Investor Letter Q3 2024
October 14, 2024 Mistakes Happen – Time for An Honest Discussion A name we’ve discussed on several occasions will no […]
by
Dominick D'Angelo
on
Oct 14
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Quarterly Investor Letter Q2 2024
July 19, 2024 Market Outlook Continued hopes of near-term rate cuts drove a 3.9% gain in the S&P 500 in […]
by
Dominick D'Angelo
on
Jul 19
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Article Feature: Dominick D’Angelo in the Real Deal
O’Keefe Stevens Advisory’s Director of Research, Dominick D’Angelo, CFA®, was recently featured in an article on The Real Deal. Click […]
by
Dominick D'Angelo
on
Jun 5
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Quarterly Investor Letter Q2 2023
Author: Dominick D’Angelo Same Story, Different Year Tech dominated the first half of 2023, with the seven largest components of […]
by
Dominick D'Angelo
on
Jul 18
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Quarterly Investor Letter Q1 2023
Quarterly Investor Letter Q1 2023 Author: Dominick D’Angelo Banking – A Commodity Business Without the Upside Not surprisingly, our focus […]
by
Dominick D'Angelo
on
May 5
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Quarterly Investor Letter Q4 2022
Quarterly Investor Letter Q4 2022 Author: Dominick D’Angelo Lessons From 2022 The market and our portfolios had a challenging year […]
by
Dominick D'Angelo
on
Jan 18
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Health Savings Account: How a HSA Can Be a Powerful Long-Term Savings Strategy
The Value Connection – Q4 2024
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OSA Fact Sheet Q3 2024
Considering Roth Conversions? Read this.
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Health Savings Account: How a HSA Can Be a Powerful Long-Term Savings Strategy
The Value Connection – Q4 2024
Quarterly Investor Letter Q3 2024
OSA Fact Sheet Q3 2024
Considering Roth Conversions? Read this.
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