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.

Congratulations to GK Managing Partners and Wealth Advisors Hatem Dhiab and Zach Bainter on being named Top Financial Professionals in the U.S. by InvestmentNews. This recognition is a testament to your commitment to going above and beyond for your clients and your dedication to excellence in everything you do. Cheers!

GK Managing Partner Hatem Dhiab discusses how growing concerns around agentic AI are prompting a reassessment of software valuations across the tech sector. As markets adjust to the possibility of structural change, understanding the difference between volatility and long-term opportunity becomes critical for investors.

Gerber Kawasaki has partnered with Altruist, a technology-driven wealth management platform, to strengthen our operational infrastructure and support the firm’s continued expansion. As we accelerate into our next phase of growth, we are confident that Altruist’s integrated platform and AI companion, Hazel, will enhance efficiency to elevate the client experience at GK.

529 vs. UTMA. Nursery vs. Home Office. There’s Nothing Wrong With Naming Your Child After A Financial Institution.

This week on Chasing Finance, GK Managing Partner and new dad, Ben Dunbar sheds fatherly wisdom on how and when to start saving for a child. While you can prepare for additional expenditures like birthing costs and child care, it’s the unexpected expenses that can be the most detrimental…

CEO Ross Gerber joined Yahoo Finance to share his perspective on why Elon Musk’s goal of selling highly functioning humanoid robots by Q4 may be far more ambitious than realistic.

Ahead of SpaceX’s highly anticipated IPO, GK Managing Partner Ayal Shmilovich explains the best ways for employees with company equity to mitigate long-term risk and protect their financial future.

Many tech professionals do not fully understand the tax implications of their RSUs until it is too late. Wealth Advisor Ben Rosbach works closely with tech clients to proactively plan for vesting events, manage concentration risk, and position their portfolios for long term tax efficiency.

CEO Ross Gerber joins the Information to explain how Gerber Kawasaki is continuously embracing AI and implementing the newest technology to bring our clients the most efficient service possible.

This week, we celebrate the promotion of GK’s newest Managing Partner, Michael Baker, CFP®. This milestone reflects Mike’s years of dedication, leadership, and commitment to driving the firm’s growth and long-term impact. Most recently, he has led the firm’s recruiting and training initiatives, building comprehensive onboarding programs and mentoring advisors at every stage of their careers. Through this leadership, Mike has helped strengthen our collaborative culture while supporting the development of successful, client-focused practices.

Following Bitcoin’s latest price fluctuations, Wealth Advisor and Director of Get Invested Brett Sifling shares why he believes this risk-off story extends far beyond Bitcoin.

Most financial mistakes are not caused by a lack of knowledge, but by normal human behavior interacting with uncertainty. Wealth Advisor Jimmy Bisharat reminds us of a few biases to avoid when building a savings portfolio.

Congratulations to GK Partner Francine Lai CFP® CDFA® on being named as a Top Women Wealth Advisor by Forbes. Francine, your undeniable passion for helping diverse groups of women and families accomplish their financial goals is an incredible testament to why why feel so lucky to have you mentoring the next generation of GK advisors.

Following recent volatility in the tech sector, CEO Ross Gerber shares why he believe the angst about AI losers that has been battering parts of the market is premature.

As Elon Musk spends another week in the headlines, CEO Ross Gerber shares with WSJ how this is a normal part of what it means to invest in Musk-run companies.

Following the recent merger of SpaceX and xAI, CEO Ross Gerber and Managing Partner Ayal Shmilovich share how they’re advising clients in the Musk family of companies to manage their stock options.

In this discussion, they highlight the significant uncertainty that often comes with large, private-company mergers (particularly around valuation, equity, and liquidity) and caution employees who hold stock or options to seek professional guidance before making decisions. As experts in tech field, these two have lots to share!

Make sure to reach out if you have questions, and sign up for a free initial consultation today!

As Elon Musk spends another week in the headlines, CEO Ross Gerber shares with WSJ how this is a normal part of what it means to invest in Musk-run companies.

As the New York Times unpacks SpaceX’s recent merger with xAI, CEO Ross Gerber shares his thoughts on the company’s future valuation.

As the Winter Olympic Games kick off, Wealth Advisor Kaytlin Hall uses the pay gap in women's sports to shed light on a similar issue within corporate America.

Gerber Kawaskai is proud to announce Beyond the Policy - A Monthly Insurance Update From Gerber Kawasaki spearheaded by Insurance Director Bryan Miranda. Keep an eye out for this exciting new series!

Ross Gerber joined The Information to talk about SpaceX and Tesla, sharing perspective on some of the challenges Tesla still faces on the driving side, even as its software continues to evolve. He also touched on the overlap between Tesla and SpaceX investors, and whether interest in SpaceX leads some shareholders to rebalance, or expand, their portfolios over time.

Tesla is putting their automobile business on the back burner as Elon Musk doubled down on robotaxi and robotics in Wednesday's earnings call. Managing Partner, Hatem Dhiab calls Musk's decision a "hard reset", which changes the direction of the company and adds short and mid-term pressure for the Mag 7 giant. From full self-driving to Tesla's investment in xAI, Hatem highlights the road ahead for their autonomous and robotics future.

How you start the year is directly correlated with how you end it. This January, Wealth Advisor Ben Rosbach encourages us to set ourselves up for success throughout 2026.

Financial planning for young families entails a long-term timeline that can involve many market shifts. Here’s how Wealth Advisor Kaytlin Hall helps her clients avoid headline-driven financial decisions.

Managing Partner Hatem Dhiab used his time in Europe as an opportunity to learn and reflect on geopolitical market sentiment. Here were some of his takeaways.

Managing Partners Hatem Dhiab and Ayal Shmilovich kick off the year with special guest Channing Hamlet, Founder and CEO of Objective Investment Banking and Valuations, to discuss the four major things business owners need to do to prepare to sell their business.

Ross Gerber joined Bloomberg TV to discuss why energy storage remains a strong area of the business, especially as some EV priorities shift. He also shared thoughts on Tesla’s investment in xAI, why it sits outside of Tesla, and what that could mean for the company going forward.

As Elon Musk presents remarkable CyberCab ambitions for 2026, CEO Ross Gerber explains that Tesla needs to prove their ability to scale RoboTaxi in order to even begin competing with Google’s Waymo.

The road to a retirement account worth $5 million takes years of consistency. Wealth Advisor Steven Evensen CFP® explains how sticking to the fundamentals might be boring, but often pays off in the long term.

CEO Ross Gerber shares how he used the volatility that came with Trump’s Greenland announcement as an opportunity to benefit off of panicked sellers.

For tech investors, 2026 will likely test whether the industry’s massive bets on AI will deliver real financial results, not just momentum. CEO Ross Gerber shares how the Trump administration’s pro-technology approach keeps him excited for the future.

As artificial intelligence continues to progress all ares of the tech sector, CEO Ross Gerber shares his dissatisfaction with Tesla's progress toward level three autonomous driving.

Ahead of her workshop for new mothers, Wealth Advisor Mia Samson provides a few important ways that expecting parents can start preparing their child’s financial future.

Equity compensation decisions around an Initial Public Offerings are complex, high-stakes, and often irreversible. In this article, Wealth Advisor Jimmy Bisharat shares how he's working with Doug Benson CPA to prepare his SpaceX clients for the company’s highly anticipated IPO.

CEO Ross Gerber says Paramount would need to materially raise its bid to succeed in a takeover of Warner Bros., and that a higher price could ultimately benefit Netflix. He notes that Warner Bros. views Netflix’s offer as superior due to balance sheet strength and deal certainty, while Paramount’s proposal raises concerns around debt, governance, and execution risk.

Managing Partner Hatem Dhiab sees Nvidia’s $20 billion acquisition of Groq as a clear signal of the new playbook in Big Tech. This move highlights how leading AI companies are rapidly expanding their reach through strategic mergers and acquisitions, and this may only be the beginning.

Now is the time to set your financial goals for the year, but how will you make sure you stick to them? Wealth Advisor Jimmy Bisharat reminds us how to keep ourselves accountable through discipline and organization.

With SpaceX preparing for what could be the largest IPO in history, Wealth Advisor Ben Rosbach shares how our team at Gerber Kawasaki works with tech professionals gearing up for significant financial moments.

Managing Partner Hatem Dhiab sees Nvidia’s $20 billion acquisition of Groq as a clear signal of the new playbook in Big Tech. This move highlights how leading AI companies are rapidly expanding their reach through strategic mergers and acquisitions, and this may only be the beginning.

CEO Ross Gerber cuts through the noise in Forbes, calling out Tesla’s pivot as a reaction, not a revolution. As Elon Musk leans into robots and robotaxis, Ross makes it clear, “It’s easy to pivot to robots when nobody will buy your car.” A sharp take on leadership, brand damage, and why fundamentals still matter more than hype.

In this letter from Gerber Kawasaki’s High Network Team, Managing Partner Hatem Dhiab reflects on the crucial moments of 2025 and shares what's to come for GK in the new year.

As GK Managing Partners Ayal Shmilovich and Hatem Dhiab celebrate episode fifty of Future Money, they take a moment to reflect on the year and give thanks for your support. Here’s what they got right, what they got wrong, and what they’re excited about heading into 2026.

This holiday season, Steven Evensen CFP ® reminds us that tax-efficient gifting can benefit both you and the one you love. Here’s how you can spread holiday cheer and be rewarded for it in April.

CEO Ross Gerber shares how AI has become the latest education equalizer and why it’s important to teach your kids to utilize it to shape their future.

Day Trading Is For Dummies. Hedge Funds vs. Private Equity. Never Take Investment Advice From Your Uber Driver.

That’s right kids, dreams really come true. After years of begging, Chase finally got to sit down with his personal hero and CEO, famous financial influencer Ross Gerber, to find out how he too can become a millionaire. Will this be the official end of Chasing Finance or will Ross' pity on his former intern become the start of their new show? Let us know in the comments!

As Netflix and Paramount continue their battle to acquire Warner Bros Discovery, CEO Ross Gerber joins Fox Business to explain why he believes David Ellison will come out victorious.