On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes CEO Jeff Sarti to review our 2024 Investor Symposium, and the topics discussed at the event.

Here are some key takeaways from their discussion:

- Grant Williams, our keynote speaker and author of Things That Make You Go Hmmm…, highlighted his thoughts on the election, the polarization in the U.S., concerns over rising debt levels globally, interest rate policies, and gold as a source of value against currency debasement. 

- Jeff and Chris also touch on Sasan Faiz’s panel with Gus Araya from Cordillera, “New Trends in Investing.” They talked about niche investments like agricultural lending, whiskey aging, and boat marine investments, outside of traditional stocks and bonds.

- Another session led by Mikey Taylor, Brian Farwell and Chris, explored California’s housing shortage. The state only builds around 100,000 to 150,000 new housing units a year, far below what is needed to meet the demand. 

- One of the most popular sessions was “Estate and Tax Law Changes Coming Down the Pipeline” led by Brian Standing, Scott Gilmore and Stacey McKinnon. They discussed how the Tax Cuts and Jobs Act is set to expire in 2025, reducing the estate tax exemption limit. The speakers highlighted the importance of considering tax-efficient strategies and staying aware of estate taxes as laws begin to sunset and inflation grows.

Thank you to everyone who attended our symposium! We hope you were able to leave the event with more knowledge and confidence in your financial future. 

We plan to release recordings of the sessions on our YouTube channel in the coming months. Please keep an eye out for these videos if you were not able to attend or would like to rewatch the conversations.