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The Value Connection – Q4 2024
State of O’Keefe Stevens Advisory: Q3 2024 Update Written by Justin Stevens As we conclude the third quarter of 2024, […]
by
Justin Stevens
on
Oct 28
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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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OSA Fact Sheet Q3 2024
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Oct 2
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Considering Roth Conversions? Read this.
Considering Roth Conversions? Read this. Written by Grace Stolberg I frequently encounter the same recurring questions from clients: Am I […]
by
Grace Stolberg
on
Sep 19
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O’Keefe Stevens Advisory Named to Greater Rochester Chamber Top 100 List
Rochester, NY – August 21, 2024 – O’Keefe Stevens Advisory, a leading investment advisory firm based in Rochester, NY, is […]
by
Carly Flanigan
on
Aug 22
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O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000
O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000 Rochester, NY – August 6, 2024 – O’Keefe […]
by
Carly Flanigan
on
Aug 13
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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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The Value Connection – Q3 2024
Celebrating Independence and Financial Freedom As you gather with family and friends to celebrate the Fourth of July and commemorate […]
by
Justin Stevens
on
Jul 5
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OSA Fact Sheet Q2 2024
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by
Carly Flanigan
on
Jul 2
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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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