Planning for College: Timely tips for families when college is right around the corner. May 5, 2026 Written by: Kellan […]
April 27, 2026 Cash Is a Position In Q4 2025, we ended our letter by noting that Cash had become […]
January 30, 2026 As we close out 2025, I want to reflect on what drove results across the portfolio, where […]
October 15, 2025 A Quarter of Change Exuberant markets and rising speculation defined the third quarter of 2025. Major U.S. […]
August 6, 2025 Market Outlook Despair to euphoria. Although Liberation Day was a mere three months ago, it already feels […]
April 25, 2025 I’ll Leave The Political Commentary for Others As I write this letter, I find myself questioning the […]
January 27, 2025 2024 was an eventful year, with our largest position, Nvidia (NVDA), appreciating over 170% as business remained […]
October 14, 2024 Mistakes Happen – Time for An Honest Discussion A name we’ve discussed on several occasions will no […]
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 […]
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