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Healthcare Costs are Changing... Are You Prepared?
By: Ashley Guapo Health insurance is one of the largest expenses for families and can play a crucial role in financial planning. The Affordable Care Act introduced the Health Insurance Marketplace, allowing families without access to employer sponsored plans to find and purchase plans. Although this has provided access to health insurance for millions, the costs are dependent on income, tax credit qualifications, and constant changing rules set by Congress. The rules have dra
Ashley Guapo
4 days ago


Should You Pay for Your Kid's College? It Just Got Harder to Borrow | Mia Samson
By: Mia Samson As an LMU graduate, I've seen firsthand just how expensive higher education can be. My family used to joke that attending LMU came with an "LMU mortgage." Looking back, that joke wasn't too far off. Today, the estimated cost of attendance at LMU is approaching $99,000 per year. College costs have been climbing for decades, increasing at roughly twice the rate of inflation. That's one of the biggest reasons I encourage parents to begin saving early through tax-a
Mia Samson
5 days ago


The IPO Class of 2026: Discipline Over FOMO
By: Hatem Dhiab June 21, 2026 The excitement is palpable. It has been difficult to go a single day this past week without a conversation about the SpaceX IPO, at dinner tables, in group chats, and across financial media outlets. The fear of missing out is real. That is precisely why discipline matters most right now. After years of a closed window, the market for new public companies has reopened in a meaningful way, and 2026 is shaping up as one of the most consequential yea

Hatem Dhiab, CFP
Jun 21


You Can't Win the World Cup With Eleven Strikers
By: Ben Rosbach The World Cup is here, and for the first time ever it's being played in our backyard: forty-eight nations, sixteen cities across the U.S., Mexico, and Canada, and matches happening just down the road at SoFi through mid-July. Walk around L.A. and you'll hear a dozen languages and see flags from every corner of the planet, all sharing that once-every-four-years feeling of the world watching the same game at once. If you've caught any of the group stage, you kno

Ben Rosbach
Jun 18


Stop Calling It Self Care If It’s Making You Broke
By: Chase McCormick Let's be real: Gen Z is out here tipping $3 on a $7 coffee, dropping $400 weekly on Uber Eats, and buying anything TikTok tells them while saying "I can't afford to invest." No judgment. But there's a conversation to be had about what social media tells you is self care compared to what actually buys peace of mind. Spoiler: it's not another Stanley cup. Money Stress Is a Mental Health Crisis in Disguise Financial anxiety isn't just about numbers. It's the

Chase McCormick
Jun 18


Jimmy Bisharat - Money Decisions Every Athlete Faces Early Part 4 of 4: Do Athletes Need a Financial Advisor, and What Should They Look For? | Gerber Kawasaki
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

Jimmy Bisharat
Jun 5


Happy 5/29: The College Account That Quietly Became a Lifelong Planning Tool | Ben Rosbach
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

Ben Rosbach
May 29


Chase McCormick - The Shadow Price of Every Dollar You Spend | Gerber Kawasaki
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

Chase McCormick
May 29



Ayal Shmilovich
May 27


2026 AMT Changes and How They May Affect Your SpaceX Stock
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

Jimmy Bisharat
May 22


Ross Gerber - AI Efficiency Gains Are Already 'Amazing' | Bloomberg TV
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.

Ross Gerber
May 22


Steering Clear of Predatory Contracts | Athletes Advisor with Brandon Leopold
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.

Jimmy Bisharat
May 15


Hatem Dhiab - Why Markets Keep Climbing Despite Geopolitical Uncertainty | Gerber Kawasaki
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

Hatem Dhiab, CFP
May 14


Ross Gerber - SandP earnings growth reaches 26 percent despite inflation concerns | Traders Union
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

Ross Gerber
May 13


Finance for Athletes: Feeling Broke | Athletes Advisor Podcast
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

Jimmy Bisharat
May 8


Tesla Investor Ross Gerber Says Gas Prices 'Don't Matter' To Millions Of EV Owners: 'Go Get One' | Benzinga
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

Ross Gerber
May 6


Markets Hit Highs, But the Story Is Just Beginning | Hatem Dhiab
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

Hatem Dhiab, CFP
May 1


SpaceX is Worth HOW MUCH? | Future Money Podcast
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.

Hatem Dhiab, CFP
Apr 30


Is Your Business Structure Costing You Money? | Ben Rosbach and Kevin Kort, CPA
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

Ben Rosbach & Kevin Kort, CPA
Apr 29
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