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9/22/23

Michael Malc - The Pass-Through Entity Tax Savings Deadline is Quickly Approaching for Many CA Tax Payers And Certain Business Owners | Gerber Kawasaki

Have you been taking advantage of Pass Through Entity Deduction on your Federal Tax Returns? Check in with GK’s Director of Tax Michael Malc to see how you can save.

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9/15/23

Important Update: 2022 Tax Relief for Hurricane Idalia Victims | Akiva Schreiber

The IRS has announced that affected individuals and businesses in all of South Carolina, 46 of Florida’s 67 counties, and in Maui and Hawaii counties, now have until February 15, 2024, to file and pay any taxes that were originally due during the relief period. Find out if you qualify!

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9/19/23

How To IPO

Which IPO do you wish you invested in?

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9/14/23

Ross Gerber - Higher Oil Prices | Reuters

CEO Ross Gerber joins Reuters to give his take on the markets. Hear his thoughts on oil prices, inflation, interest rates, and the recent CPI data. Watch the full interview to find out more!

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9/14/23

Future Money | The Writers Strike with Andi Ortiz

Are you curious about what's going on in Hollywood? In today’s new episode of Future Money, Hatem Dhiab, CFP® and Ayal Shmilovich welcome Andi Ortiz from The Wrap to discuss the Hollywood strike and break down how its continuation may affect the market. Andi is an on-air radio personality and podcast host, who currently co-hosts WrapWomen’s podcast, “UnWrapped.” You don’t want to miss it what she has to say!

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9/14/23

Ross Gerber - AI Regulation at Capitol Hill | Bloomberg

CEO Ross Gerber joins BNN Bloomberg for his take on AI regulation talk at Capitol Hill today and on stocks as hype ramps up for artificial intelligence. Watch the full interview to learn more!

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9/14/23

Shawn DaCruz - Term Insurance | Gerber Kawasaki

Are you looking to secure your family’s financial future? Financial Advisor Shawn DaCruz breaks down term insurance to help readers understand how it can help you protect your assets and ease debt burdens.

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9/5/23

Ross Gerber - Numbers Trending In Right Direction | Bloomberg Technology

CEO Ross Gerber joined Bloomberg Technology last week to discuss jobs data, what the Federal Reserve is up to, and how will it affect the technology sector. Watch the full interview to hear his thoughts!

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9/5/23

Sage Advice - CFP Announcement

Feels good to add more CFPs® to the team! Congratulations Sage!

Sources:
CFP® Professional Demographics
How Many Financial Advisors Are in the U.S.? | Finance Strategists

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9/1/23

Your Guide to Student Loan Repayments | Gerber Kawasaki

Student loan repayments are set to resume today, September 1, 2023. This is a major financial milestone for millions of borrowers, and it's important to be prepared.

In this article, our advisors explore the implications of the student loan repayment restart and offer tips from financial advisors on how to make the process as smooth as possible. You should consult your financial advisor, to develop a plan that meets your individual needs and goals.

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9/1/23

What tax benefits do you get for going green? | Akiva Schreiber

We are at a pivotal point! Making energy-efficient upgrades to your home isn't merely a nod to modern eco-consciousness; it's a powerful commitment to a greener, more sustainable future AND can lighten your tax bill. In this article, Tax Manager Akiva Schreiber outlines the recent changes to the Inflation Reduction Act. Find out how - read this article.

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8/30/23

Ross Gerber - Stocks Adding To This Week's Gains | Schwab Network

CEO Ross Gerber joins the Schwab Network to discuss what the increase in Fed rates means for bond yields, Tesla, and NVIDIA moving forward. If rates stop increasing - how will the environment change?

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8/30/23

How To Prepare For A Strike

What are the implications that you face when going on strike? Financial Advisors Mia Samson and Ziad Hijazi discuss the importance of financial preparedness for these situations.

#gkviewpoint #howto #gerberkawasaki #strike #financialawareness

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

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8/25/23

Navigating Kindergarten Choices: A Guide to School Selection and Funding - Kaytlin Hall

In this article, Investment Advisor Representative, Kaytlin Hall, navigates the intricate process of choosing the right kindergarten, while likening it to the complexities of college selection. Kaytlin breaks down the diverse schooling options—public, private, charter, and more—while delving into funding avenues like the 529 Plan, Coverdell Account, and UTMA Account, helping families navigate this crucial decision. If you are looking for more information on education savings accounts, reach out today!

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8/25/23

Hatem Dhiab - Tesla In The E.V. Space | TDA

There are problems in China and the consumer may be in for a tough ride, notes managing partner Hatem Dhiab in regards to Tesla. Last week, Hatem joined TDA to discuss how TSLA is adjusting its production as the Berlin facility ramps up, mentioning that approximately 40% of TSLA cars are exported. Hatem also outlines what investors need to know about the A.I. space. Tune in to find out more!

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8/25/23

Hatem Dhiab - Nvidia Tops Estimates | Ausbiz

Managing Partner Hatem Dhiab delves into the intriguing ascent of Nvidia, citing its unexpected upswing in guidance and remarkable growth. He draws attention to its global interest, particularly from China, Saudi Arabia, and the UAE. From his vantage point, Nvidia's stock holds pivotal importance for growth investors, irrespective of its not-so-modest price. Watch the full interview to learn more!

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8/14/23

Ross Gerber - Tesla Investor Ross Gerber 'Fell In Love' With BMW's Electric I7 And Thinks It Might 'Kill Off' Lucid | Benzinga

CEO Ross Gerber shares his admiration for the new BMW EV. How do you think the I7 compares to the Model S?

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8/2/23

Ross Gerber - Pledges Half Of Mega Millions Jackpot To Charity | Benzinga

CEO Ross Gerber pledges half of his potential jackpot winnings to charity. What would you do if you won the mega millions jackpot? Comment below!

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8/9/23

Ross Gerber - Activist Advisor Recalls Jousting With Elon Musk, SEC Over Tweets | Financial Advisor Magazine

“Advisor Ross Gerber is an outspoken presence online. He co-founded Gerber Kawasaki in Santa Monica, Calif., in 2010 with partner Danilo Kawasaki, and he credits his constant presence on social media and cable news with helping the firm’s assets under management grow to $2.5 billion. But that effort cut both ways…” Find out how!

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8/14/23

Ross Gerber - Twitter's Rebrand To X | Spectrum News 1

CEO Ross Gerber joins Spectrum News 1 to explain what’s going on with Twitter’s rebrand to X. Watch the full interview to hear his thoughts and let us know what you think!

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8/4/23

Steven Evensen - 3 Things To Do Immediately If You Win the $1.35 billion Mega Millions Jackpot | Fox 5

When you win the lottery, you’re given the choice between taking a lump sum cash amount and annuity payments. Which choice is better? Financial Advisor Steven Evensen compares the two options.

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8/8/23

The SECURE Act 2.0 | Steven Evensen

Financial Advisor Steven Evensen discusses how the SECURE Act 2.0 will impact your 529 Plans and ABLE Accounts when it is put into effect in 2024.

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8/7/23

Ross Gerber - The Rise Of The Robotaxi | CNBC

CEO Ross Gerber joined CNBC’s Last Call to discuss the rise of the Robotaxi and to respond to a recent pole that about people’s comfortability of using one. "There's this cross between humans and technology that's always had this conflict as new technologies are adopted," says CEO Ross Gerber on the fear of getting into a self-driving taxi. "Soon we'll be pretty used to this kind of driving."

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8/3/23

How To - Student Loans Update

Student loan interest starts up again on September 1st, but there are loan forgiveness plans that you may qualify for! Reach out if you have questions about your student loans.

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8/4/23

Ross Gerber - Apple Earnings Reaction | TD Ameritrade

CEO Ross Gerber joins TD Ameritrade to discuss Apple. He thinks that Apple is fully valued and there are more exciting opportunities elsewhere, “Until the Vision Pro comes out, we’re treading water here.” Watch the full interview to find out more!

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8/1/23

Brett Sifling - What's Next For Bitcoin Prices Following The Fed's Latest Rate Hike? | Forbes

After the Fed’s recent increase of twenty-five basis points, Director of Get Invested, Brett Stifling, discusses what this could mean for the Crypto market. Should this have an effect on digital assets?

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8/2/23

Future Money: The Bear is Dead, Long Live the BULL

Welcome to Future Money, where we talk about technologies of the future that will make us money. On today’s Episode, Hatem and Ayal celebrate the start of a new bull market…according to them! Tune in to every episode to hear us chat about the future of real estate, tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it!

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7/31/23

Brett Sifling - Chainlink’s LINK Pops 15%, XRP Loses Steam as Bitcoin Revisits $29.6K Range Lows
| CoinDesk

Crypto has celebrated a massive run over recent weeks, but we saw some large drops towards the end of last week. What caused it? Director of Get Invested Brett Stifling shares his thoughts on the recent crypto drop with CoinDesk.

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7/20/23

Ross Gerber - Tesla Earnings Reaction | CNBC

CEO Ross Gerber joins CNBC’s Last Call to talk Tesla’s investor call and second quarter earnings. Watch the full interview to learn more!

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7/20/23

Tesla! - Hatem Dhiab VS. Gordon Johnson | TD Ameritrade

Managing Partner Hatem Dhiab joined TD Ameritrade for a Tesla Bull vs. Bear debate against none other than Gordon Johnson. Watch the full interview to hear what the two have to say!

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7/20/23

Hatem Dhiab - Bullish Call on Tesla | BNN Bloomberg

Hatem Dhiab, managing partner at Gerber Kawasaki Wealth & Investment, joins BNN Bloomberg to discuss why he remains bullish on Tesla despite stock falling on slimming margins following price cuts in the latest quarter. Watch the full interview to learn more!

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7/15/23

Ross Gerber - Nvidia & Tesla Chips Are Similar | Bloomberg

Last week, CEO Ross Gerber joined Caroline Hyde and Ed Ludlow on Bloomberg Technology to discuss the similarity of Tesla and NVIDIA chips. Do you agree that they serve the same purpose?

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7/10/23

The Path to Financial Independence | Shawn DaCruz

Financial Advisor Shawn DaCruz discusses how diligence and discipline are crucial when working to achieve financial independence.

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6/29/23

Mia Samson - Why is India's Pet Care Industry Set to Grow Over 19% by 2032? | OPTO

Since the pandemic, pet care spending has boomed. Financial Advisor Mia Samson provides insight into why the pet care industry continues to grow and how our behaviors have changed with our pets.

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7/3/23

Ross Gerber - Tesla Investor Ross Gerber 'Pleased' With Stellar Q2 Deliveries: 'Most Importantly ...' | Benzinga

CEO Ross Gerber shares his acclaim for Tesla’s second-quarter delivery update. What does this mean for EV sales moving forward?

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7/6/23

Future Money - Apple Vision Pro

Welcome to Future Money, where we talk about technologies of the future that will make us money. On this week’s episode, Managing Partners Hatem and Ayal sit down to discuss the new Apple Vision Pros. Set to release to the public in early 2024, the guys discuss everything from its $3,500 price tag to the vast technological advancements we should expect. Tune in weekly to hear Hatem and Atal chat about the future of real estate, tech, gaming, augmented reality, and electric vehicles all through the lens of finance and investing. You don’t want to miss it!

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7/6/23

Achieving Financial Independence: A Comprehensive Look at the 4% Rule

Financial Advisor Steven Evensen shares the importance of using the 4% rule when saving for retirement.

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6/29/23

The Curious Case of Tesla’s Full Self Driving Software and the Confusing Corner

A Tesla Bull (CEO Ross Gerber) and a Tesla Bear (billionaire Dan O’Dowd) meet on the streets of Santa Barbara to test Tesla’s FSD, which sparked major controversy on both ends of the spectrum.

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6/29/23

Tesla FSD Controversy

CEO Ross Gerber joined CNBC’s Power Lunch on Thursday, going head to head with Dan O’Dowd after a video went viral of the two testing out Tesla’s Full Self Driving Technology. What are your thoughts on the future of this technology?

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6/30/23

Tech & AI

Gerber Kawasaki managing partner Hatem Dhiab and Doug Clinton, co-founder and partner of Deepwater Asset Management, join BNN Bloomberg to share their investment strategies for tech that are being boosted by AI.

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6/29/23

Ross Gerber - Are investors finally realizing that [Tesla is] an AI firm? | Yahoo Finance

CEO Ross Gerber discusses how the continued surge of Tesla’s stock is due to the public’s increased understanding of the capabilities of AI Software.

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6/29/23

Ross Gerber - The Curious Case of Tesla’s Full Self Driving Software and the Confusing Corner | Barron's

A Tesla Bull (CEO Ross Gerber) and a Tesla Bear (billionaire Dan O’Dowd) meet on the streets of Santa Barbara to test Tesla’s FSD, which sparked major controversy on both ends of the spectrum.

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6/23/23

Ross Gerber - Tesla full self-drive software and autonomous vehicle safety | TechTarget

With hundreds of autonomous vehicles picking up passengers on the streets of San Francisco, Phoenix and other cities, the self-driving car industry has come a long way. After Tesla released their FSD system to users in North America in 2022, CEO Ross Gerber and known Tesla critic Dan O’Dowd tested the car’s abilities last week and enjoyed smooth drive through Santa Barbara.

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6/26/23

Ross Gerber - Ross Joins Market On Close | TD Ameritrade

CEO Ross Gerber joins TD Ameritrade for Market On Close to discuss the FSD video that went viral over the weekend! Hear what Ross has to say about the hour long test drive he went on with Dan O’Dowd. Watch the full interview to find out more!

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6/23/23

Step 2 For Buying a House | How To with Mia & Ziad

You’ve worked hard, saved up, have your down-payment ready, and you’re preapproved. Now what?!

Financial Advisors Mia Samson and Ziad Hijazi run through the next steps on purchasing a home. Part 3 coming next week Wednesday, June 28th!

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6/23/23

Bryan Miranda - Maximizing Your Assets: Understanding Gift and Estate Tax Exemptions

Planning for the future is essential, especially when it comes to transferring wealth across generations. A well-crafted estate plan not only ensures a smooth transfer of assets but also safeguards family harmony by minimizing money-related conflicts. In this article, Financial Advisor Bryan Miranda explores crucial aspects of your plan like gift and estate tax exemption, and the annual gift exclusion—fundamental knowledge for fruitful conversations with your advisor or estate attorney. Stay tuned!

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6/14/23

Step 1 For Buying A Home

Buying a home is a huge financial undertaking but a goal for over half of Americans. On this week’s How To, Financial Advisors Mia Samson and Ziad Hijazi run through the first steps in the process!

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6/16/23

Ross Gerber - The Dawn Project and major Tesla investor to test Tesla Full Self-Driving in Santa Barbara on 22 June | CISION

This Thursday, June 22nd, CEO Ross Gerber has agreed to meet with software expert Dan O’Dowd in Santa Barbara to discuss and test Tesla's Full Self-Driving capabilities in real-world situations. More details to come. Subscribe to the Gerber Kawasaki YouTube channel to get first access to the content!

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6/20/23

Ross Gerber - Advocates for Artists | Bloomberg Business Week

CEO Ross Gerber joins Bloomberg Businessweek to discuss why Tesla’s recent success and what has changed. Check out what he has to say!

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6/20/23

Ross Gerber - Inflation is Dead | Benzinga

Benzinga breaks down Ross Gerber’s recent tweet, “INFLATION IS DEAD”.

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