Key takeaways from this podcast are:
U.S. stocks led the way again in 2024 with a 24% return, while foreign markets struggled in Q4 despite early-year gains.
Cryptocurrencies soared 102%, driven by ETF launches and favorable political developments, making them the year's top-performing asset class.
Mega-cap stocks dominated again the S&P 500, but their lofty valuations highlight the need for diversification into smaller, more reasonably priced companies.
The U.S. economy outperformed expectations with 2.7% GDP growth forecast for 2024, but stubborn inflation and elevated interest rates remain risks for 2025.
The Tax Cuts and Jobs Act (TCJA)’s 2025 sunset could cut estate tax exemptions inhalf, urging proactive planning to avoid increased tax exposure.