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.

Markets Hit Highs, But the Story Is Just Beginning By: Hatem Dhiab The S&P 500 closed Friday at another all time high, its third consecutive weekly gain, with the Semiconductor Index rallying roughly 39% this month alone. Sentiment, by our measure, is at its highest level since December 2024. Yet the war is not over. Crude is back above $96, peace talks with Iran have stalled, and forward volatility has settled at higher plateaus relative to pre-war levels. The market is bala

From Bonus to Nest Egg: Funding Your 401(k) with Year-End Bonus By: Jeff J. Kim As the year winds down, many employees eagerly anticipate their year-end bonus—a hard-earned reward for a year’s work. While it’s tempting to splurge on gifts, vacations, or other indulgences, I’m here to advocate for a more strategic approach: using that bonus to fund your 401(k) plan. This move can give your retirement savings a significant boost and position you for long-term financial security

401(k) Year-End Playbook: Checklist for the Savvy Investors By: Jeff J. Kim As we head into the end of 2024, it’s the perfect time for 401(k) participants to double down and get proactive about their retirement accounts. At Gerber Kawasaki, we believe that maximizing your retirement savings is one of the most important steps you can take toward financial independence and security. With market volatility, inflationary pressures, and a shifting economic landscape, it’s crucial

FIDUCIARY INSIGHTS: GUIDE TO CORPORATE RETIREMENT PLANS – 004 Big Changes Coming for Retirement Savers - New 401(k) Catch-Up Provisions (Part 2) Jeff J. Kim As someone who has spent years helping clients plan for retirement, I know how crucial it is to maximize every savings opportunity. One of the most effective tools for older workers has been catch-up contributions to their 401(k) plans. With the recent passage of the SECURE 2.0 Act, we're about to see some major shifts in

What Plan Sponsors Need to Know - New 401(k) Catch-Up Provisions (Part 1) Alright, let’s talk about the latest shake-up in the retirement savings game. The SECURE 2.0 Act dropped some major updates to the way 401(k) catch-up contributions work, and if you’re a plan sponsor, you’ve got some serious adjustments to make. But the good news is with a little planning and the right strategy, this could actually be a win-win for you and your employees. Here’s a breakdown of what’s ch

Upcoming 401(k) Plans Mandates Under SECURE Act 2.0 As retirement planning continues to evolve, legislative changes play a crucial role in shaping the landscape of retirement savings vehicles like 401(k) plans. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019, introduced significant reforms aimed at improving retirement security for Americans. Building upon the success and lessons learned from SECURE Act 1.0, SECURE 2.0 represents the ne

01(k) Plan Fiduciaries: Responsibilities, Challenges and Best Practices. Jeff J. Kim Serving as a fiduciary for a 401(k) plan means you're responsible for managing and overseeing the retirement savings of the people who participate in the plan—usually the employees of a company. This role comes with serious responsibilities, as you must always act in the best interest of the plan’s participants and their beneficiaries. This article explains what it means to be a 401(k) fidu