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 […]
Investing with Patience & Conviction Written by Justin Stevens As we reflect on another year together, I’m delighted to share […]
2025 Client Address – The State of O’Keefe Stevens Advisory Written by Justin Stevens As we close out 2024, we […]
January 27, 2025 2024 was an eventful year, with our largest position, Nvidia (NVDA), appreciating over 170% as business remained […]
Written by Grace Stolberg For most Americans, taxes represent one of the largest household expenses, surpassing what we spend on […]
Written by Justin Stevens Health Savings Accounts (HSAs) are often touted as a way to save on medical expenses, but […]
State of O’Keefe Stevens Advisory: Q3 2024 Update Written by Justin Stevens As we conclude the third quarter of 2024, […]
Check Your Retirement Readiness in Under 3 Minutes.
Start your journey to financial peace of mind with instant clarity.
Recent Comments