By: Jimmy Bisharat Many athletes eventually ask whether they really need a financial advisor or if they can manage their finances on their own. It is a fair question. With access to investing apps, financial content online, and constant market coverage, it has never been easier to learn about stocks and investing. The truth is, some athletes can handle parts of their finances on their own, especially early on. But as soon as income becomes real and consistent, the question be

Happy 5/29: The College Account That Quietly Became a Lifelong Planning Tool By: Ben Rosbach Happy 529 Day to all who celebrate! Every May 29th (5/29), those of us in the planning world get a little excited about a date most people scroll right past. It's a nod to one of the most flexible, underappreciated tax-advantaged accounts in the code, and this year the timing is especially good: the 529 you think you know just got a meaningful upgrade. If your mental picture of a 529

The Shadow Price of Every Dollar You Spend By Chase McCormick When you start investing seriously, something shifts in the way you see money. A $5,000 vacation stops being a $5,000 vacation. It becomes the 10x, 20x, or even 100x investment you could have made, had you skipped out on the fun and invested your beer money in that AI stock when Ross Gerber told you to. Since becoming a professional financial planner, every purchase carries a shadow price: what it costs me today vs

By Jimmy Bisharat If you work at SpaceX or any company that offers equity compensation, there are several planning considerations to revisit in 2026. Recent tax law changes may impact how incentive stock options (ISOs) are treated for certain individuals. This is particularly relevant around exercising shares, alternative minimum tax (AMT) exposure, and long-term tax planning strategies. Since tax situations vary significantly, it’s crucial to evaluate these decisions careful

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.

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.

Why Markets Keep Climbing Despite Geopolitical Uncertainty By: Hatem Dhiab If you watched the headlines this past week, you saw three stories: oil hovering above $100, the S&P 500 grinding to fresh highs, and a Trump-Xi summit landing in Beijing on Thursday. They look like three different stories. They are not. Every one of them runs throug h the same pipe, and that pipe is artificial intelligence. That framing matters because it changes how we should listen to the noise. Th

Ross Gerber, CEO / President at Gerber Kawasaki, commented on recent economic trends, highlighting the challenges posed by inflation numbers, which he described as negative. Despite these headwinds, Gerber pointed to exceptionally strong earnings results, noting 26 percent EPS growth for SandP companies so far—a rate he characterized as unusually high. Gerber has recently discussed strong profits among major U.S. tech companies, noting robust performance at Google and Amazon

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. The opinions voiced in this material are for general information only and ar

Money Decisions Every Athlete Faces Early Part 3 of 4: Why Most Athletes Feel Broke Even When They’re Making Good Money By: Jimmy Bisharat Oftentimes, when athletes feel broke it isn’t actually because they aren’t making money. They feel broke because they’re comparing themselves to the wrong lifestyle. Being an athlete is often tied to a flashy image. Somewhere along the way, nice cars, jewelry, and designer clothes began having a direct relation to what young athletes consi

Investor Ross Gerber of the investment firm Gerber Kawasaki has urged drivers to opt for EVs in view of the Iran war that has led to surging gas prices across the U.S. Gas Prices Won’t Come Down In a post on X on Tuesday, Gerber outlined the benefits of EVs over gasoline-powered vehicles. “Gas prices don't matter to the 10 mil people that own a tesla,” he said in the post. He added that there were several options for “great EVs” available from dealers, as well as in the used

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

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.

Is Your Business Structure Costing You Money? By: Ben Rosbach and Kevin Kort, CPA Why the entity you picked on day one might not be the right one today If you started your business a few years ago, there's a good chance you set up an LLC, checked the box, and never looked back. Maybe your buddy told you, "just get an LLC." Maybe your CPA set it up and you haven't thought about it since. This is how most people do it at the start. But here's the thing: the structure that ma

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