A 529 isn’t just for parents.

In his latest article, GK Wealth Associate Chase McCormick breaks down why a 529 can be a smart, tax-efficient tool for young investors, even before kids are part of the plan.

From long-term compounding to the flexibility of using funds for education, certifications, and potentially retirement, the modern 529 offers more options than you might think.

GK Wealth Manager Brett Sifling is weighing in on Bitcoin’s latest move.

In a new Forbes article, Brett breaks down the forces behind Bitcoin’s recent climb above $81,000, from Treasury activity and a shifting sentiment around crypto regulation.

With several catalysts moving the digital asset market at once, what’s driving Bitcoin’s momentum, and where could it go from here?

With Nvidia’s Q2 earnings report waiting on-deck, GK Managing Partner Hatem Dhiab joins the Schwab Network to offer his thoughts on Nvidia’s role as the undisputed leader of the AI buildout, the prospect of increased demand for digital compute, and how “ungrateful” investors are missing the larger picture.

What happens to your budget when the “free” childcare disappears?

GK Wealth Advisor Mia Samson explores the financial value of a family’s village, the rising cost of childcare, and why planning for the possibility of losing that support matters.

Read Mia’s latest article, The Grandparent Tax, for a thoughtful look at planning for one of the biggest expenses of early parenthood.

Our final Summer Reading Challenge selection sparked thoughtful reflections on family, wealth, estate planning, and legacy.

Gerber Kawasaki wealth advisor, Kaytlin Hall shares how the novel highlights the importance of thoughtful planning, clear communication, and creating a legacy that reflects what matters most.

Find out what Kaytlin rated this reading in her article here.

Thank you to everyone who joined us for this year’s Summer Reading Challenge. We look forward to sharing what’s next on our reading list!

C’mon, dude, we’re shredding the index-plus-alpha!

In his first-ever guest appearance on Future Money, GK President and CEO Ross Gerber joins Managing Partners Ayal Shmilovich and Hatem Dhiab to talk about the disastrous Situational Awareness collapse, surfing as an apt analogy for investing, and the thematic investing approach that sets Gerber Kawasaki apart from its contemporaries.

What happens when an unexpected expense hits and the market is down?

In his latest article, Gerber Kawasaki Wealth Advisor Jimmy Bisharat explains why maintaining adequate liquidity can help protect your long-term investments and give you flexibility when life throws you a curveball.

Invest for the future. Keep cash for the unexpected.

In a new interview, Ross Gerber, Co-Founder and CEO of Gerber Kawasaki, shares his perspective on Tesla’s untapped potential, the company’s focus on AI and robotics, and the risks investors should consider surrounding a potential Tesla–SpaceX merger.

Ross argues that Tesla could significantly increase sales by refocusing on its core automotive and energy businesses, while raising important questions about valuation, shareholder interests, and the structure of a potential combination with SpaceX.

Thematic investing has a paradox: you can be completely right about the trend and still lose money on the investment. In his latest piece, GK Managing Partner Hatem Dhiab breaks down why; and it comes down to three separate bets investors have to win, not just one. We look at what 20 years of thematic fund data actually shows, why so many of these funds quietly disappear, and where the real economics of the AI buildout are settling. Being right about a theme is only step one.

Tax-free back-to-school shopping sounds great… but there may be a bigger tax break hiding in the fine print.

In his latest article, GK Wealth Manager Brett Sifling, CFP®, CEPA® breaks down which states still have sales tax holidays, what actually qualifies, and the education tax benefits families may be overlooking.

From tax-free laptops in Florida to newly expanded 529 benefits, Brett covers the details that could make a much bigger difference than a few tax-free T-shirts. 👀

A 24-year-old built a $45B AI hedge fund in under two years... then watched leverage wipe it out in weeks. Gerber Kawasaki CEO, Ross Gerber, says it best: the goal isn't to get rich fast, it's to build wealth you can actually keep. Buffett proved it for 60 years by doing the "boring" thing: patience, discipline, never overleveraging. Turns out, boring compounds.

GK President and CEO Ross Gerber joins Jim Sciutto of CNN's The Brief to give his thoughts on the heavy CapEx spending at SpaceX, the growth opportunity for AI stocks, and why he's not concerned by Elon Musk splitting his leadership between three companies.

SpaceX insiders are getting their first opportunity to cash out, but the biggest decision isn't whether you can sell, it's whether you should.

As the first lock-up period expires, MarketWatch turned to Gerber Kawasaki Wealth Advisor Ben Rosbach for insights on navigating volatility and the financial decisions employees may face as additional shares are unlocked.

Read the full article below!

What will you do when your SpaceX shares become liquid?

The answer isn't as simple as "sell" or "hold."

Gerber Kawasaki Wealth Advisor Jimmy Bisharat breaks down the key considerations every SpaceX employee should think through before making one of the biggest financial decisions of their career.

Read the full article below. 👇

With the first in a series of SpaceX lockups is set to expire, insiders and employees are now faced with a difficult decision of what to do with their share of the hottest IPO of the decade. Wealth Advisor Jimmy Bisharat breaks down what to expect, and explains why the right move is often less obvious than simply holding or selling.

Did you know your Bronze or Catastrophic health plan might now qualify you for an HSA?

Thanks to a new provision in the One Big Beautiful Bill Act, more ACA marketplace plans are now HSA-eligible starting in 2026. This opens the door to a rare triple tax benefit: pre-tax contributions, tax-free growth, and tax-free withdrawals for medical expenses.

If you're on one of these plans, this could be a simple way to lower your taxable income while building long-term savings. Read more below👇

GK President and CEO Ross Gerber joins Bloomberg's Romaine Bostick to provide his instant reaction to the SpaceX Q2 earnings report, thoughts on the business relationship between SpaceX and Nvidia, and expectations for the future of the SpaceXAI datacenter buildout.

This week, GK Managing Partner Ben Dunbar and Wealth Advisor Kaytlin Hall are teaming up to talk about the newest child savings plan on the block: the 530A Plan, or “Trump Account.” Together, they break down the benefits of saving early, explain who is eligible for the widely touted $1000 seed, and the downsides that parents should consider before opening an account.

Can a book about poverty teach us something about wealth?

This month's Summer Reading Club pick, The Glass Castle by Jeannette Walls, did exactly that.

In her latest review, Wealth Advisor Kaytlin Hall, MBA shares how this unforgettable memoir challenged her perspective as both a financial planner and a parent. While money can create opportunities, the story is a powerful reminder that resilience, stability, and the values we pass on can shape a family's future just as profoundly.

It's an emotional, thought-provoking read that sparked meaningful reflection, and we'd love to hear your thoughts.

Travel ball isn't a season anymore, it's a budget line. In his latest article, Gerber Kawasaki Managing Partner Ayal Shmilovich, CPWA®, breaks down the real numbers behind youth travel baseball: from a single $10K Cooperstown week to the ten-year cost of the competitive path, and what that money could become if invested instead. It's not an argument against the sport, it's the honest math every sports parent deserves to see. Read more here.

The dog days of summer are here, but that's no excuse to get caught sleeping on the market. Joined by special guest and GK Wealth Advisor Brett Sifling, Managing Partners Ayal Shmilovich and Hatem Dhiab are back in the studio to break down the wild conclusion to the World Cup, chart the next steps for SpaceX investors as the earliest lock-ups are set to expire, and question the integrity of the cryptocurrency and prediction market industries.

Saving and spending aren't enemies; they're partners. In his latest article, "Your Budget Deserves a Vacation," Wealth Planning Associate Chase McCormick shares a lesson he learned the hard way: discipline without purpose is just deprivation with extra steps. A refreshingly honest take on why your financial plan should leave room to actually enjoy your money, not just grow it.

When crypto markets shake, people want answers, and Forbes came to Brett Sifling for them.

Brett, Wealth Manager at Gerber Kawasaki, was featured in Forbes breaking down Friday's Solana selloff. His take: stalled progress on the Clarity Act, bogged down by ethics disclosure fights, a stablecoin yield battle with banks, and DOJ concerns, is spooking crypto investors, compounded by rising oil prices, climbing treasury yields, and traders bracing for next week's Fed meeting.

This is the kind of clear, macro aware perspective Brett brings to every client relationship.

Financial independence in your 20s isn't about luck… it's about habits. In her latest article, Ashley Guapo, Wealth Planning Associate at Gerber Kawasaki, shares practical lessons on saving, credit, and investing that helped shape her own financial foundation early on. A timely read for anyone starting to navigate their finances after college. Read more here.

A janitor died with $8 million. A pro athlete who earned millions went broke.

The difference wasn't income. It wasn't luck. It was one simple habit, repeated for decades.

In his latest piece, "The $8 Million Janitor and the Broke Millionaire," Wealth Advisor Steven Evensen, CFP ®️ breaks down the true stories of Ronald Read and the sobering stats behind athlete bankruptcy rates, plus the quiet math that separates people who build lasting wealth from those who don't.

Spoiler: it's not about how much you make. It's about what you do with it.

Managing Partner Hatem Dhiab joins the Next Gen Investing team on the Schwab Network to break down Tesla’s Q2 earnings report, the bearish case on Tesla robotics, and what investors can expect from massive AI CapEx spending in both the immediate- and long-term.

GK President and CEO Ross Gerber joins Akash Pasricha of The Information to address the negative cash flow revealed in Tesla’s Q2 earnings, the engineering challenges inherent to its humanoid Optimus robot, and Elon’s long-term approach to building new AI compute.

Moments before Tesla disclosed its Q2 earnings report, GK President and CEO Ross Gerber joined Liz Claman on Fox Business to share his expectations for Elon Musk’s conference call with investors, hopes for an eventual Tesla-SpaceX merger, and what he sees as an uphill battle for Tesla Robotaxi in its competition with Waymo.

With Tesla missing its expected earnings target in Wednesday’s Q2 earnings report, GK President and CEO Ross Gerber joins Yahoo Finance to flag what he sees as concerning trends in Tesla’s operating income and explain what merging Tesla and SpaceX would mean for shareholders of both companies.

When 'knowing the speech in advance' becomes a trading strategy. Trump's teleprompter operator is under investigation for allegedly betting nearly $100K on Kalshi using insider knowledge of the president's remarks. Investor Ross Gerber says the prediction market industry needs more oversight.

Pushing back on investor fears in the wake of Netflix’s substandard Q2 earnings report, President and CEO Ross Gerber joins the Bloomberg network to make the case that Netflix can still deliver by reevaluating its strategy surrounding gaming, live sports, and theatrical distribution.

Bitcoin is back in the headlines, and our own Brett Sifling is weighing in.

Here's what Gerber Kawasaki Wealth Manager Brett Sifling had to say in Forbes about Bitcoin's rally toward the $65,000 level, the factors driving the recent momentum, and what investors should be watching next.

Read the full article to see Brett's take on where the crypto market could be headed.

What if one of the most valuable retirement planning opportunities starts in childhood?

In his latest article, GK Wealth Advisor Nico Anduze, CSRIC® explains the new Trump Account, why he opened one for his daughter, and how starting early could make a meaningful difference through decades of tax-advantaged compounding.

Read the full article below to learn how these new accounts work and whether they may be a good fit for your family's financial plan.

What type of life insurance is right for you?

In her latest article, GK Wealth Manager Bryan Miranda breaks down the differences between term, employer-sponsored, and permanent life insurance, explaining when each may make sense and why many people benefit from a combination of coverage.

Read Bryan's insights below and learn how the right life insurance strategy can help protect your financial future.

Gerber Kawasaki Wealth Planning Associate Ashley Guapo explains what the latest ACA subsidy changes mean for self-employed individuals, early retirees, and anyone looking to stay ahead with smart financial planning. Read more in the full article here!

New student loan rules just took effect. Parent PLUS loans are capped, grad loans are capped, and "is this degree worth it?" just became a much more urgent question. Wealth Advisor Mia Samson breaks down what changed and how to think about paying for college now.

Riding in a Waymo through LA vs. trusting Tesla's FSD. Gerber Kawasaki CEO Ross Gerber tried both and didn't hold back. Here's what he had to say about the future of self-driving.

SpaceX stock had a rollercoaster first week in the open market, but is it exciting enough to distract these two from the World Cup? GK Managing Partners Ayal Shmilovich and Hatem Dhiab are back to talk about the splash made by the SpaceX IPO, the manufacturing impacts of digital memory shortages, and which nations they want to see go home with the World Cup trophy.

The biggest IPO in history just landed. The question isn't whether SpaceX is a great company. It's whether the price leaves any room to profit. GK Managing Partner Hatem Dhiab breaks it all down in his latest piece.

Society has hypnotized us to believe that spending money we don’t have on things we don’t need is a form of self care, when really it causes more long-term stress. This month, Wealth Planning Associate Chase McCormick shares how long term savings can improve your mental health.

As World Cup hype fills the streets of Los Angeles, GK Wealth Planning Associate Ben Rosbach reminds us how to structure our financial portfolio with same mentality we’d bring to building a championship team.

In the wake of SpaceX making its astronomical debut on Wall Street, President and CEO Ross Gerber joins the Bloomberg news crew to talk about Elon’s management of the company, how his shares in Twitter turned into ownership in SpaceX, and his outlook on the future of the stock.

In the wake of a massive selloff of AI stocks, GK President and CEO Ross Gerber shares his thoughts with Josh Lipton of Yahoo Finance on the future of the AI infrastructure buildout, the crowded slate of upcoming IPOs, and the potential of the next generation of Apple Intelligence.

You wouldn’t ask a quarterback to play shortstop, so why ask your friend to plan your finances? Athletes Advisor Jimmy Bisharat is back to talk about the role that financial advisors can play for athletes who are starting to earn real money through NIL, signing bonuses, or their first professional contracts.

With this series, you’ll learn how to think about money the same way you already think about your sport.

The final article in our Money Decisions Every Athlete Faces Early series looks at the question of financial advice. Gerber Kawasaki Wealth Manager Jimmy Bisharat shares insights on how athletes can evaluate whether professional guidance fits their needs and what qualities to consider when choosing an advisor.

Before planning your big summer vacation, there are a few important considerations that can have a significant impact on your wallet. GK Wealth Advisor Chase McCormick how financial planning actually means planning for guilt-free fun.

The market is on a 9-week winning streak and Ross Gerber isn't slowing down. The Gerber Kawasaki CEO joined TheStreet to break down what's driving the rally, where he sees the best opportunities, and why Micron, Alphabet, and Eli Lilly are on his radar. He also weighed in on the SpaceX-Tesla merger debate and what it could mean for investors. If you're trying to make sense of this market, this is worth a watch. 🎯

🚀 “If you can get into SpaceX, you buy it and hold it.” - CEO Ross Gerber on CNBC this morning.

On Squawk Box, Ross broke down the impending SpaceX IPO, Tesla’s future, and where the market is headed next. His take? SpaceX could be one of the biggest long-term investment stories of the decade. 📈

Today, Wealth Advisor Ben Rosbach celebrates 5/29 Day, by reminding our clients about one of the most tax-efficient savings vehicles available: the 529 college savings plan. Over the years, GK has witnessed how these accounts can change lives, helping families send children and grandchildren to college with greater confidence and fewer financial burdens.

SpaceX officially filed for its highly anticipated IPO this week, giving investors their first full look inside the company behind Starlink, Starship, and xAI. In this guide, Gerber Kawasaki Managing Partner Ayal Shmilovich breaks down the massive SPCX filing, from the rumored $1.75 trillion valuation and AI spending boom to Elon Musk’s Mars-based compensation package and what it all means for current and former employees, early investors, and secondary-market purchasers.

The three-week trial between Elon Musk and OpenAI ended with a unanimous jury ruling against Musk on procedural grounds: his lawsuit was filed too late. The deeper questions about OpenAI's shift from nonprofit to for-profit remain unresolved. Musk says he'll appeal.

It’s official: SpaceX has filed its Form S-1 for what is expected to be the single largest IPO in history. GK Managing Partners Ayal Shmilovich and Hatem Dhiab waste no time diving into the full report, breaking down Starlink’s stellar revenues, xAI’s compute-sharing deal with Anthropic, and what the workforce at SpaceX might expect to see over the course of the next year.

The Musk vs. OpenAI verdict is in. A federal jury dismissed Elon Musk's lawsuit against OpenAI and CEO Sam Altman, ruling that his claims were filed too late, leaving the core questions about OpenAI's direction unanswered.

Wall Street is now watching the Elon Musk vs. Sam Altman battle as closely as Silicon Valley. With both OpenAI and SpaceX reportedly moving toward potential IPOs, the rivalry is becoming a fight for investor confidence, AI dominance, and future tech leadership. CEO Ross Gerber says the feud has grown far beyond the courtroom, it’s now about capital, talent, and who controls the next era of technology.

In a recent interview with The Information, CEO Ross Gerber talked about how Elon Musk’s companies (SpaceX, Tesla, and xAI) are becoming more connected than ever. The discussion focused on how investors are looking at Musk’s growing tech empire and the way AI, robotics, transportation, and space technology are starting to overlap.

CEO Ross Gerber joins Romaine Bostick of Bloomberg’s The Close to talk about NVIDIA’s dominant position in the AI economy, the challenges facing data center build-out, and why he isn’t swayed by skeptics sounding the alarm on an impending AI bubble.

Gerber Kawasaki Financial Advisor Jimmy Bisharat breaks down how 2026 AMT changes could impact SpaceX employees holding incentive stock options and why a strategy that worked last year may not produce the same results today.

Feeling the pressure even after your step off the field? It’s about time you knew your rights!

Jimmy Bisharat, GK’s very own Athletes Advisor, is joined by Sports Attorney Brandon Leopoldus to talk predatory contracts, the legal history of college-level athletics, and what athletes and their families should look out for before putting pen to paper on an NIL contract.

Markets continue to rise despite geopolitical tensions and high oil prices, as the global investment cycle in AI infrastructure drives earnings growth and investor confidence. Managing Partner Hatem Dhiab highlights how AI is increasingly shaping economic policy, corporate spending, and U.S.-China relations.

A new market analysis by CEO Ross Gerber explores how inflation, economic growth, and corporate earnings are influencing the outlook for the S&P 500. Ross examines how investors are weighing strong earnings performance against ongoing concerns around inflation, interest rates, and broader market uncertainty.

You’ve finally made your way into the minor leagues, so why does success still feel so far out of reach? Athletes Advisor Jimmy Bisharat is back to talk through investment strategy for athletes who are starting to earn real money through NIL, signing bonuses, or their first professional contracts.

With this series, you’ll learn how to think about money the same way you already think about your sport.

Many young athletes are worried about the wrong things. The culture has them chasing flash instead of logic. GK Wealth Advisor Jimmy Bisharat explains how focusing on long term-financial goals allows athletes to stop feeling broke and start feeling in control of their future.

While rising gas prices have remained at the center of discussion, CEO Ross Gerber points out one simple way to avoid paying more at the pump: drive an EV.

Beneath the headlines, a growing U.S. industrial renaissance driven by reshoring, energy advantages, and innovation continues to strengthen the long-term case for U.S. equities. In this market commentary, GK Managing Partner Hatem Dhiab shares his thoughts.

With the SpaceX IPO gearing up to be the largest in history, CEO Ross Gerber shares his thoughts on Elon Musk’s long-term vision for the company and the execution risks that come with it.

As your business expands, it’s important to consider re-adjusting the overall structure as it pertains to your growth story. Wealth Advisor Ben Rosbach and Kevin Kort, CPA share important tax considerations that can help you save.

SpaceX has its sights set on a potentially record-breaking IPO, Anthropic continues to rain on OpenAI’s parade, and the white smoke outside Apple HQ can only mean one thing: a new CEO. GK Managing Partners Ayal Shmilovich and Hatem Dhiab are back in the studio to unpack the latest news in tech investment and explain why the market has mostly stopped reacting to negotiation talks in the Middle East.

Managing Partner Hatem Dhiab sat down with Schwab Network to discuss Tesla’s growing pressure points, emphasizing that Elon Musk may need to sharpen the company’s AI narrative as competition intensifies.

With all of the confusion about Trump Accounts, Wealth Advisor Kaytlin Hall simplifies how parents can use them to help their child begin benefiting from tax advantaged savings at a young age.

CEO Ross Gerber was welcomed on Bloomberg TV to share why he believes John Ternus will be a strong future leader for Apple Inc.. Ross specifically highlighted the importance of operational excellence and product vision as Apple enters its next chapter.

Although CEO Ross Gerber states that Tesla’s Q1 numbers were better than he expected, Ross still questions why other specific metrics aren’t being factored in. Here’s what Ross considers crucial considerations.

Hot off the heels of a news segment on the future of Tesla, GK President and CEO Ross Gerber is blindsided by the news that Tim Cook, longtime CEO of Apple, will be stepping down and becoming Executive Chairman of the Board in September. With a handful of minutes to prepare, Ross collects his thoughts for a second, impromptu appearance on Yahoo Finance.

CEO Ross Gerber was welcomed on Bloomberg TV to share why he believes John Ternus will be a strong future leader for Apple Inc.. Ross specifically highlighted the importance of operational excellence and product vision as Apple enters its next chapter.

CEO Ross Gerber shares how soaring oil prices are now driving demand for EVs. Here’s why Ross thinks Tesla should stick to manufacturing cars, instead of humanoid robots.

CEO Ross Gerber was featured on the front page of The New York Times this week, offering perspective on Elon Musk’s expanding ambitions as SpaceX moves closer to a potential IPO. Ross highlighted the contrast between Musk’s growing focus on artificial intelligence and his long-stated mission of reaching Mars.

GK Managing Partner Ben Dunbar is back with future Wealth Advisor Chase McCormick for a new series on college planning. Together, they break down the benefits of using a 529 plan to start saving for your child’s college in a smarter, more efficient way.

In spite of the Reed Hastings' departure from Netflix’s BOD, CEO Ross Gerber is still very bullish on the company’s long-term future. Here’s why he is unfazed by this recent change in leadership.

Although Netflix didn’t merge with WBD, CEO Ross Gerber believes they were the true winners of the bidding war. Here’s why Ross envisions a phenomenal future for Netflix in streaming, gaming, sports, and much much, more.

CEO Ross Gerber shares his thoughts on how the war could impact inflation and push prices higher.

In part two of Wealth Advisor Jimmy Bisharat's four part series on early money decisions for athletes, he breaks down the importance of asset allocation.

The first paychecks have cashed and you're riding high; now what? Athletes Advisor Jimmy Bisharat is back to talk through investment strategy for athletes who are starting to earn real money through NIL, signing bonuses, or their first professional contracts.

If there’s a chance your company might go public, it’s important to make sure you fully understand your stock options. Wealth Advisor Jimmy Bisharat shares crucial concepts that could have a lasting impact on your financial future.

GK Managing Partner Hatem Dhiab joined BNN: Bloomberg’s Ticker Take to explain his simplified approach to AI investing: don’t overthink it.

CEO Ross Gerber shares his excitement for NASA’s Artemis Program and how it represents a new era of space exploration as he contextualizes it within the costs and achievements of the historic Apollo missions.

Many high-income earners are told they can’t contribute to a Roth IRA, but that isn’t entirely true. GK Wealth Planning Associate Ben Rosbach shares how he helps high-income clients utilize the power of the Backdoor Roth.

Are you a lifelong athlete recently turned pro? Meet Jimmy Bisharat, the Athletes Advisor, and host of a new show built for athletes who are starting to earn real money through NIL, signing bonuses, or their first professional contracts.

With this series, you’ll learn how to think about money the same way you already think about your sport.

GK’s Taxmanian Devil is back! Join CEO Ross Gerber and Tax Director David Lazar, CPA® as they talk capital gains, retirement planning, and the perks of having a side business ahead of Tax Day on April 15th.

Ahead of Coachella weekend one, Wealth Advisor Mia Samson explains how she applies some of the important lessons she’s learned from the music industry in her role as GK’s Director of Marketing.

GK Athlete Advisor Jimmy Bisharat constantly helps college and professional athletes manage their daily money decisions. In this article, he simplifies what athletes should do with their first big paycheck.

In a recent feature by the Los Angeles Business Journal, GK Managing Partner Ayal Shmilovich highlights how advisors at Gerber Kawasaki are leveraging AI-powered tools to improve efficiency and elevate the client experience.

With a spiraling conflict in in the Middle East and ominous warning signs sounding from major players in the private credit industry, not even juggernaut NVIDIA and the exciting developments from its recent GTC conference could rise above the deluge of stories this month. Strap in as GK Managing Partners Ayal Shmilovich and Hatem Dhiab break down this whirlwind news cycle and explain why the US economy holds steady when the going gets tough.

Stressful times demand stress-free solutions. At a moment in history marked by societal fractures and cascading crises, join CEO Ross Gerber and Managing Partner Ayal Shmilovich, CPWA® as they break down their tried and tested strategies to beat stress, stop doomscrolling, and weather the storm of market uncertainty.

This week, CEO Ross Gerber joins the Information to break down the rare halting of a $5.3 billion debt deal for Qualtrics, why AI is lacking for wealth management and why he believes OpenAI is “vastly overvalued”.

TurboTax vs. Tax Profesional - New York vs. LA - Fines vs. Prison

Taxes are one of the biggest drivers of long term wealth, yet most people spend more time procrastinating payments than understanding how to maximize their tax strategy. Ahead of April 15th, Chase sits down with GK Tax Director David Lazar, CPA®, to break down how he works with wealth advisors at the firm to make a substantial impact for their clients' financial future.

With continued war-induced volatility filling the market, CEO Ross Gerber provides an in-depth outlook on how he’s positioning his holding in the short and long term.

What happens when AI innovation collides with geopolitics? CEO Ross Gerber joins The Disciplined Investor Podcast to talk about the intersection of AI, global conflict, and market volatility, and what investors should be paying attention to right now.

Company bonuses are a great reward for your hard work, but they can come with unexpected tax consequences. Before April catches you off guard, Wealth Advisor Steven Evensen, CFP®, teams up with Kevin Kort, CPA®, to explain what you need to know about bonus taxation.

Prediction markets are exploding across America, but are they really investing, or just gambling in a new wrapper? In this episode of GK Presents, our sports division exposes how these platforms operate in regulatory gray areas and why the structure is still built to favor the house, not you. Before you place your next bet, see why that same money invested for the long term could change your financial future instead.

Before receiving your tax refund, make sure you have a clear and concise plan for how you will spend it. Gerber Kawasaki Wealth Advisor Kaytlin Hall encourages using this excess cash as an opportunity to refresh your finances.

As the next wave of AI reshapes the SaaS landscape, many field experts and industry leaders are asking the same question: how do I stay relevant? GK Managing Partners and AI specialists Ayal Shmilovich and Hatem Dhiab explain why protecting your career starts with continuously expanding your knowledge and intentionally integrating artificial intelligence into your daily workflow.