Learning Center Articles

CNN Live Stream

Date: March 31, 2017 22:27
Click through to watch CEO ROSS GERBER live on CNN

Your Money Post-Retirement

Date: March 28, 2017 23:15
You did it. You hit one of the biggest milestones in your life: retirement. You might think there is nothing left to plan, but you have just entered a new phase of the financial planning process. A very important process, if done properly, that will allow you to enjoy the next 20 plus years in retirement.

Are You Making These 4 Money Mistakes?

Date: March 28, 2017 23:12
There is a lot of misinformation out there about financial planning and investments. Below are four common money mistakes. If you identify with any, make the necessary changes and you will be that much closer to financial security.

Snapchat: The Next Facebook or Twitter?

Date: March 24, 2017 19:11
The most anticipated social media IPO since Twitter is now upon us. Snapchat, or the newly dubbed Snap, Inc., is going public this week. So, let’s find out how the company stacks up against the last two major social media initial public offering (IPOs): Twitter and Facebook. First, however, let’s look at what happens when a stock goes public.

A Message from CEO Ross Gerber

Date: March 24, 2017 18:46
In the past, Gerber Kawasaki has delivered to you quarterly performance reports from our custodian LPL financial that show holdings, transaction activity and investment return information for your accounts. As of January, 2017, Gerber Kawasaki has made the decision to suppress delivery of such reports. Many factors played a part in this decision:

Accessing Account View

Date: March 24, 2017 18:44
Account View is our clients’ secure, 24-hour online access to their investment account information, which can be accessed from a computer, tablet or smartphone.

Encrypted Emails from Gerber Kawasaki

Date: March 24, 2017 18:38
Gerber Kawasaki is committed to keeping your information safe and secure. To protect your information, any emails that include your personally identifiable information (PII) are handled through the Proofpoint Email Encryption solution. This article will take you through what you will experience when receiving an encrypted email from our office.

[VIDEO] What Does it Mean Now Interest Rates Have Been Raised? *Spanish*

Date: March 17, 2017 18:31
The US economy is no longer in crisis and has improved so much that the federal reserve has increased interest rates, good news for all those who have savings accounts, as they will finally see gains! Watch star GK advisor, Robert Castillo, interviewed below. *In Spanish*

Venice residents call for Snapchat boycott days after IPO wraps up

Date: March 15, 2017 17:54
Venice activists are calling on local residents to pull any support for their controversial, newly publicly-traded neighbor, Snap, Inc.

Snap judgments: Why so much negative sentiment surrounds year’s hottest IPO

Date: March 15, 2017 17:54
The Snap Inc. thrill has faded as quickly as those ephemeral messages on the Snapchat app, and the favored institutions that got IPO allocations have had their fun and dumped the stock. But the investors who are sticking around should expect a bumpy ride.

[VIDEO] Ackman Takes $3 billion Loss Dropping Valeant

Date: March 15, 2017 16:27
Billionaire investor William Ackman sold his entire stake in Valeant, losing more than $3 billion. CEO Ross Gerber shares his thoughts. Fred Katayama reports.

[VIDEO] Energy Drags Wall Street Down

Date: March 15, 2017 00:17
Falling oil prices dragged down stocks on Tuesday ahead of an expected interest rate hike by the Federal Reserve on Wednesday. CEO Ross Gerber gives his thoughts and Fred Katayama reports.

Snapchat Is Fun, But Facebook Is The King Of Social Media

Date: March 13, 2017 18:30
With Snapchat’s long-awaited IPO finally over, it’s time to take a look at how the big social media companies stack up and what their prospects are going forward. While there will always be startups with big dreams and innovative ideas, the rate at which the marketplace has matured over the last few years makes it hard to envision any of them being anything other than transitory niche players in this space. For now, there’s still one undisputed king, and few others with varying levels of potential but also a host of red flags.

[Video] Snap Sells Shares at $17

Date: March 03, 2017 20:06
Don't Snap it up just yet! CEO Ross Gerber warns others to stay away from this trade for at least 6 months in video from CNN. Check out the clip to hear Ross' thoughts on Snap stock.

[VIDEO] Buy or Sell Snap?

Date: March 02, 2017 22:06
Disruptor Capital CEO Peter Snyder and Gerber Kawasaki CEO Ross Gerber on whether to buy or sell Snap, how the co-founders will now prove themselves as operators and how the company can monetize its user base.

5 Tips to Keep in Mind When Planning for Retirement

Date: March 01, 2017 18:46
For many years, retirement seemed like a distant dream, but as you transition from your 40’s into your 50’s, the dream becomes more of a reality. This is the perfect time to see what steps you can take in order to retire the way you have always wanted. Here is a financial planning to-do list to consider while getting closer to retirement:

Tesla's Drive To Save The World And Grow To The Trees

Date: February 28, 2017 20:10
Tesla has a vision for America's energy future. Combining Solar power, battery storage and electric cars, Tesla has the opportunity to help save the planet from climate change and become one of the biggest companies in the world. If environmentalists want to affect meaningful change, they should do everything in their power to help Elon Musk’s company grow and succeed.

Should You Buy an Investment Property?

Date: February 28, 2017 20:08
Real Estate has been one of the most popular vehicles for investing. However, it seems that, nowadays, people are using their property as an income source rather than a primary residence. Whether you purchase a house to "flip", reside in, or as a rental unit, here are some beneficial tips to keep in mind when you contemplate investing in real estate.

Tax Tips: 'Tis the Season!

Date: February 28, 2017 20:04
It is tax season! That’s right. We made it through another summer and a damp winter (at least here in California). Last tax season, I suggested making sure that your federal/state withholdings are appropriate for your financial situation and to utilize tax-deductible retirements. This year, I will share more ideas to help you keep more of what you make!

[VIDEO] Should investors follow Buffett into Apple?

Date: February 28, 2017 18:15
Ben Dunbar, Gerber Kawasaki, and Michael Olson, Piper Jaffray, discuss billionaire investor Warren Buffett's views on Apple stock and whether investors should pile in as well.

[VIDEO] Wal-Mart vs. Amazon: Which is the better buy?

Date: February 28, 2017 18:14
Debating Wal-Mart vs. Amazon with Joseph Agnese, CFRA Research, and Ross Gerber, Gerber Kawasaki CEO and president

Tesla's Drive To Save The World And Grow To The Trees - Forbes Article

Date: February 28, 2017 18:09
Tesla has a vision for America's energy future. Combining Solar power, battery storage and electric cars, Tesla has the opportunity to help save the planet from climate change and become one of the biggest companies in the world.

CNBC LIVE

Date: February 27, 2017 21:26
Click through to watch Ross on CNBC.

Annual Offer of ADV, Privacy Policy and Code of Ethics

Date: February 23, 2017 22:43
At Gerber Kawasaki we keep all current copies of our ADV, Privacy Policy and Code of Ethics on our website for your review. It is our obligation to make a copy available to you each year as well as notify you of any material changes. We enclosed a link to our current disclosure brochure for your convenient review.

[VIDEO] "Tesla's Revved Up for More Gains" says Ross Gerber

Date: February 15, 2017 16:18
Ross Gerber of Gerber Kawasaki tells Reuters' Fred Katayama why Tesla shares are poised to gain further ground.

Protecting Your Loved Ones with Life Insurance

Date: February 14, 2017 20:45
Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you're young, you may not have a great need for life insurance. However, as you take on more responsibilities and your family grows, your need for life insurance increases.

The Latest on My Money Page App

Date: February 13, 2017 22:49
As we continue to improve our new iOS app, My Money Page, we wanted to take a moment to thank those of you who are actively using it so far. It is with your support and feedback that we are able to provide you with regular updates in an effort to improve the user experience.

[VIDEO] Time Warner Earnings Beat Expectations

Date: February 10, 2017 17:31
Gerber Kawasaki CEO, Ross Gerber, discusses Disney and Time Warner earnings.

[VIDEO] What Will Travel Ban Ruling Mean for Stocks?

Date: February 10, 2017 17:23
CEO Ross Gerber of Gerber Kawasaki discusses with reporter Sue Herera of the Nightly Business Report what the travel ban ruling will mean for certain stocks.

[VIDEO] Too Little Too Late For Apple?

Date: February 08, 2017 22:01
Ross Gerber, Gerber Kawasaki, and Ed Lee, Recode, share their takes on Apple as it lags in the TV-streaming device battle.

[VIDEO] How to Find the ‘Trophy-Winning’ Stock for Your Portfolio

Date: February 06, 2017 23:10
Gerber Kawasaki CEO Ross Gerber on Tesla and its CEO Elon Musk.

New Year, New Financial Goals: Ways to Stay on Track

Date: February 02, 2017 19:07
Financial resolutions are often one of highest priorities on many peoples lists of resolutions, the idea of “spend less, save more” promises that never seem to make it past the first few months. Here are a few easy steps to get your finances on track for 2017.

6 Steps to Take When You Receive a Trust Fund: Part 2 of 2

Date: February 02, 2017 19:07
In part one, I detailed the initial steps one should take when they receive a trust fund. These steps include, reading the trust documents, meeting with the trustee and reviewing the investments in the inheritance. Part two of the article details the remaining three steps one must take to best understand their trust fund.

[VIDEO] Apple Shares Pop After Big Earnings Beat

Date: January 31, 2017 23:46
CEO Ross Gerber of Gerber Kawasaki discusses Apple's earnings beat with Kevin Landis, Firsthand Funds; Tim Lesko, Granite Investment Advisors; Lou Basenese, Disruptive Tech Research; and CNBC's Jon Fortt.

Making the Most of My Money Page: Volume 2

Date: January 28, 2017 04:53
Over the course of the next few installments of the Gerber Kawasaki Viewpoint, we will be highlighting key features of the My Money Page app that make it a unique standout in a world inundated with financial apps. Just like your trusted Gerber Kawasaki advisor, this app is designed to work with you - and for you - to achieve long term success.

Three Big Tech Trends For 2017

Date: January 24, 2017 23:45
In a sign of the times, last year closed with the three most valuable companies in the world (Apple, Google and Microsoft), based on market cap, all hailing from the tech sector. With 2017 just underway, here’s a look at the trends that will define the industry in the coming year

6 Steps to Take When You Receive a Trust Fund Part 1 of 2

Date: January 24, 2017 23:18
In my experience as a financial planner working with beneficiaries, I have created a short list of things to do to familiarize yourself with your trust fund. Knowledge is power, and informing yourself is the key to long-term success. In this two part article, I will focus on trust fund inheritances as these often have complex legalities associated with them.

Advantages of Working At a Startup 3 of 3

Date: January 24, 2017 23:02
Now that my company has been acquired, what should I do? What are some important steps to take in order to make sure that you are working toward securing your money for your future?

[Video] Millennials Trading Based on Trump Tweets

Date: January 13, 2017 22:21
Francine Lai, Gerber Kawasaki, and Ryan Payne, Payne Capital Management, weigh in on how Millennials are trading based off Donald Trump's Twitter account.

Putting Our Market In A Historical Perspective

Date: January 04, 2017 23:02
The issues that worry investors today, aren’t new. Staying focused despite the day-to-day distractions of the market is never easy especially during periods of economic and political uncertainty. Investors who Remain committed to their investment strategy and plan, even when it’s tempting to head to the sidelines, are far better positioned to achieve their short and long term goals.

Have Grad School Debt and Still Want to Save?

Date: January 04, 2017 16:48
Just because you might owe hundreds of thousands of dollars for your education does not mean you should forgo your other financial goals. One of the biggest mistakes I see is someone funneling a lot of their take home pay into repaying their student loans. It is unlikely those people will live financially satisfying lives. Here are three smart steps to begin building a sound financial plan for those of you who have meaningful student loans.

[AUDIO] Bloomberg Markets: Gerber on Market Momentum

Date: December 28, 2016 16:18
CEO Ross Gerber was on Bloomberg Markets with Carol Massar and Cory Johnson discussing what is driving the momentum in the markets.

[VIDEO] CEO Ross Gerber discusses the stock market rally

Date: December 28, 2016 16:18
CEO Ross Gerber on CheddarTV discussing his thoughts on the stock market rally and some investment ideas for 2017. Cheddar is the "CNBC for millennials," and broadcasts daily on Twitter Live from the floor of the NYSE.

[VIDEO] Weight Watchers stock: "dog with fleas," says Ross Gerber

Date: December 22, 2016 22:26
Weight Watchers stock climbed, but Gerber Kawasaki's Ross Gerber tells Reuters' Fred Katayama people prefer using digital products to manage weight loss than count calories at the weight management chain.

CheddarTV

Date: December 19, 2016 20:06
heddar is the "CNBC for millennials," and broadcasts daily on Twitter Live from the floor of the NYSE. Here is the link to the today's live show. Check it out.

[VIDEO] Gerber On The Future Of Starbucks

Date: December 03, 2016 01:03
Click through to watch. Gerber Kawasaki CEO Ross Gerber shares his thoughts on Starbuck's CEO Howard Schultz stepping down and the outlook of the company moving forward on CNN International.

Stock Acquisitions - Common Mistakes People Make with their Newfound Wealth (part 2 of 3)

Date: December 01, 2016 20:00
Your newfound wealth from your company being acquired is a great thing, but you need to make sure you avoid some of the pitfalls that plague people who suddenly come into a nice sum of money. Here we will discuss some things you need to avoid to make sure your wealth is preserved, and even better, grown over time.

Vegas Stands To Win Big With Raiders In NFL Reshuffle

Date: December 01, 2016 17:11
This summer, the NHL expanded for the first time in more than 15 years, awarding a franchise to Las Vegas. Granted, while hockey is a religion in Canada, it barely moves the needle in the United States, save for cities such as Detroit, Boston and a few others with rich hockey traditions. Even so, the NHL’s willingness to place a team in Vegas was an important moment, not just for the city but possibly the entire professional sports landscape.

eSports Are Going To A New Level

Date: December 01, 2016 16:54
Competitive video gaming, otherwise known as eSports, has taken the world by storm. This phenomenon is the next big global movement that will eventually surpass traditional sports in viewership and revenue generated. With help from ever-improving mobile device technology as well as access to high speed internet, streaming these global competitions such as Blizzcon’s 2016 World of Warcraft Arena World Championship have never been easier and more ready for mass adoption worldwide.

The Business Owner’s Guide to Financial Planning

Date: December 01, 2016 16:25
The entrepreneurial workforce is alive and growing rapidly. With so many startups and businesses forming, the opportunities to make money have become endless. As a financial adviser, I work with many business owners and see similar problems within each situation. They struggle with paying taxes, keeping track of expenses, saving money, or simply planning for the future. If you’re experiencing one, or all of these problems, this is the guide for you!

Positioning Your Portfolio For President Trump

Date: December 01, 2016 15:40
While the media and other political observers have attempted to explain what happened, offering up everything from Trump’s ability to successfully tap into economic anxiety among blue-collar whites to a string of tactical mistakes by Hillary Clinton’s campaign, the fact is that Trump will be the president, and investors need to know what to make of it. Here are some things to keep in mind.

[VIDEO] Gerber on Apple: Google taking its lunch

Date: November 25, 2016 22:02
Check out our CEO Ross Gerber’s thoughts from CNBC on the holiday season with noted apple analyst Gene Muster. Two great Apple investors on the same show!

Understanding Millennials: Why They Don’t Own Homes

Date: November 01, 2016 21:46
By Ben Dunbar. Everyone seems to misunderstand the “millennials.” Why do 1/3 of millennials still live with their parents. Why aren’t they buying homes? Simply put, it is not as easy as it used to be to buy a home. Millennials are sometimes choosing to wait, yet oftentimes are forced to wait.

The Advantages of Working at a Startup

Date: October 31, 2016 21:07
By Ayal Shmilovich. (Part 1 of 3: Company Acquisition.) One of the most exciting parts about working at a startup, especially in the tech sector, is owning stock in that company and having it be acquired. Acquisitions add tremendous wealth and value to the shareholders of companies and provide major incentives for people to work at smaller companies.

Internet Of Things, Virtual Reality And Smart Cars Driving Chips To The Next Level

Date: October 31, 2016 18:16
By Ross Gerber. Flip on ESPN Classic when it’s airing an old NFL or college football game from the pre-high definition era. The picture is grainy, the graphics archaic, and the sound quality poor. In retrospect, it’s hard to believe that it was an enjoyable experience for anyone.

How To Help Your Budget Survive Wedding Season

Date: October 31, 2016 17:46
By Francine Lai. Can you say weddings, weddings, weddings? All twenty-somethings know “that time” is coming, but it still manages to sneak up on you. All your friends start getting engaged and before you know it, you realize your weekends are going to be dominated by weddings for the next few years.

[VIDEO] Gerber: Bullish on Apple, but don't see anything new

Date: October 28, 2016 00:03
Oct. 25, 2016 -- Apple earnings may have beat analyst estimates, but with nothing new on the horizon, what's there to get excited about? CEO Ross Gerber challenges Tim Cook to figure out Apple's next move, and soon. Click through to watch.

[VIDEO] What does the future hold for Twitter and Apple?

Date: October 28, 2016 00:00
Oct. 26, 2016 -- Twitter and Apple: two giants in the tech sphere that have investors asking, "what's next?" CEO Ross Gerber stopped by CNN to give his thoughts on the rumored Twitter Disney match up (and who he thinks would be a better fit), as well as what Tim Cook's next move needs to be in order to "drive [Apple] into the future." Click through to watch.

[VIDEO] Why buy Google?

Date: October 27, 2016 23:58
Oct. 27, 2016 -- CEO Ross Gerber appeared on Fox Business to give his thoughts on three tech titans: Amazon, Alphabet, and Tesla. Click through to find out where Ross thinks investors should be focusing their attention, and what he has to say to Tesla haters. Click through to watch.

How to avoid mansplaining

Date: October 27, 2016 23:55
Oct. 24, 2016 -- After watching the presidential debates, Ross Gerber took note of teaching moments for his male trainees. No matter the outcome of the election, the divisive rhetoric and poor communications between the two candidates has demonstrated how problematic “mansplaining” can be.

CNN International

Date: October 25, 2016 23:40
Click through to watch Ross live on CNN International.

[VIDEO] Netflix: Quality company on a powerful trend

Date: October 21, 2016 21:41
October 17, 2016 -- Netflix reported huge third-quarter earnings today, blowing away all expectations in the process. CEO Ross Gerber exclaims, "if you're not in this company you're missing out on one of the greatest stories over the next decade when it comes to the entertainment industry."

[AUDIO] Danilo Kawasaki on the Psychology of Money, Helpful Saving Tips

Date: October 21, 2016 21:40
October 18, 2016 -- Curious about the psychology of money? COO Danilo Kawasaki stopped by "The Debra & Kelli Show" on LA Talk Radio for a great conversation on importance of saving, common money mistakes, how to address finances with your spouse, and much more.

[VIDEO] Yahoo is broken, but what can be salvaged?

Date: October 21, 2016 21:34
October 18, 2016 -- As Yahoo beats expectations with their first earnings report since the recent data breach, Richard Quest of CNN International called on CEO Ross Gerber to discuss the impending Verizon deal and what parts of Yahoo can be salvaged in order to make this acquisition successful.

Netflix Tops Earnings Estimates, Analysts React

Date: October 21, 2016 21:30
October 17, 2016 -- Shares of Netflix were soaring by 19.5% to $119.26 in after-hours trading on Monday, as the company posted 2016 third-quarter earnings results after the close that beat expectations. The video streaming giant posted earnings of 12 cents per share on revenue of $2.29 billion.

LA Talk Radio Live Stream

Date: October 18, 2016 17:53
Click through to listen to COO Danilo Kawasaki on "The Doctor Debra and Therapist Kelli Show" on LA Talk Radio at 1:00 pm PT.

Apple's Tax Woes Expose the Growing Rift in the EU

Date: October 04, 2016 16:49
By Hatem Dhiab. When Apple got hit by a $14.5 billion back-tax bill on August 30 from the EU commission, ruling that Ireland gave Apple an unfair advantage through preferential tax treatments, it sent shock waves in corporate boardrooms and added another episode to a long list of incidents with the potential to plague the union and undermine its future.

Five Things Real Estate Agents Won't Tell You

Date: October 03, 2016 20:27
By Ross Gerber, CEO. I’ve been working with clients for over 22 years, and one issue that has been popping up more and more is residential real estate. Whether you’re looking for an investment opportunity or just a place to live, there are some very important variables about buying and selling a home that most real estate agents won’t tell you.

Brazil: Now What?

Date: October 03, 2016 20:14
By Danilo Kawasaki, COO. These days, being Brazilian comes with a mixed bag of emotions. On one hand, Brazil was the proud host of the 2016 Summer Olympic Games, where the world came together for 17 days in a beautiful display of unity and competition. On the other hand, Brazilian president, Dilma Rousseff, was recently impeached for both her political party and her own participation in an elaborate corruption scandal dated back to Lula’s days as President. Now what?

The Vin Scully Investment Plan

Date: October 03, 2016 19:09
By Elijah Souza. On Friday, September 23, 2016, the Los Angeles Dodgers put together an evening for the greatest broadcaster in the history of baseball, Vincent Edward Scully. Vin Scully Appreciation Night was filled with videos, images and speeches highlighting this man's unbelievable career. My hope is that we all can look back on our careers with the same outlook as Vin Scully when we get to retirement age.

Fox Business LIVE

Date: September 13, 2016 20:34
Click through to watch Ross on Fox Business.

[VIDEO] Is Apple still a 'revolutionary' company?

Date: September 08, 2016 18:03
"It's definitely not a revolutionary company anymore." Apple's Keynote made it clear that Apple is continuing to mature its products, but are incremental changes enough? Click through to watch COO Danilo Kawasaki on CNBC discussing the iPhone 7, AirPods, and Apple's new chip technology.

[VIDEO] Nightly Business Report – Has Apple Plateaued? Sept. 7, 2016

Date: September 08, 2016 18:01
CEO Ross Gerber, the former "Apple bull," is now changing his tune. In light of yesterday's announcement of the iPhone7, Ross thinks Apple has plateaued. Click through to catch the bull vs. bear discussion on Nightly Business Report.

[VIDEO] Apple says hit the road jack

Date: September 08, 2016 17:59
We knew it was coming: Apple is getting rid of the headphone jack. Apple's pushed users out of their comfort zones before, but with the new #AirPods sporting a $159 pricetag, is it the right move? CEO Ross Gerber had a great debate over the new iPhone 7 features on Fox Business, click through to watch.

The Proper Way to Pay Down Student Loans

Date: September 06, 2016 18:47
By Malcolm Jones. Student debt is one of the biggest obstacles students face during and after college. Completing your degree, undergraduate or graduate, is a massive accomplishment-- one that should be met with self-congratulation and optimism for the future. These feelings quickly fade, however, especially in the face of realizing your accomplishments have come at a price – and now there’s a massive debt bill waiting to be paid back.

[AUDIO] The Bloomberg Advantage: Gerber on Fed’s Overzealous Thinking

Date: September 02, 2016 22:31
CEO Ross Gerber thinks the Fed should stay away from raising interest rates for some time and let this economy get hot. Click through to listen to Ross on The Bloomberg Advantage.

Elon Musk and the Terrible, Horrible, No Good $779 Million Day

Date: September 02, 2016 22:21
“He’s got guts, I’ll give him that,” said Ross Gerber, chief executive officer of Gerber Kawasaki Wealth & Investment Management, which has a $5 million position in Tesla and has recently been selling shares. “He really pushes it out on his companies, but Elon could implode.”

Tesla Falls After Cash Needs Exposed by SolarCity Merger Filing

Date: September 02, 2016 22:14
“It just shows a lack of faith in deal completion,” Ross Gerber said in a telephone interview. “We were offered SolarCity bonds and passed and we’ve sold 40 percent of our Tesla holdings in recent months. If guys like me won’t give Elon capital, no one will, because I’m a fan.”

Netflix just at the beginning of its potential, shareholder says

Date: August 19, 2016 18:42
"There's billions of potential customers. I really think they're at the beginning. The world is a huge place," Ross Gerber, CEO and president of Gerber Kawasaki said. "Netflix is just scratching at an enormous market."

[VIDEO] Ross Gerber: Still optimistic about stocks

Date: August 19, 2016 18:32
Stocks fell from record highs today after talks of a September rate hike by the Fed. CEO Ross Gerber is tired of the Fed talking, are you? For Ross's thoughts on the current market, the election, and more, watch Tuesday's Reuters clip.

[VIDEO] Corporate insiders buying Netflix shares, should you?

Date: August 19, 2016 18:28
A great bullish vs. bearish debate on Netflix and their future. With recent hits like "Stranger Things" and plenty of room to grow globally, CEO Ross Gerber says Netflix is just getting started. Do you agree? WATCH on CNBC.

How to Read a Profit-and-Loss Statement

Date: August 13, 2016 00:53
"It's like an online dating profile," says Ross Gerber, the CEO of Gerber Kawasaki Wealth Management, a registered investment advisor based in Santa Monica, California. "It's a person's version of who they report to be. What a company does with its P&L depends on the company."

[VIDEO] Gerber: Disney constantly delivers

Date: August 13, 2016 00:41
After Disney released third-quarter earnings on Tuesday, CNN International called on CEO Ross Gerber to give his thoughts on the future of the Mouse House. What's helped Disney to remain an entertainment superpower? According to Ross, ESPN and Star Wars. More in this CNN clip.

[VIDEO] Stock pickers feel the heat

Date: August 13, 2016 00:40
"Do your research. It's not that hard." CEO Ross Gerber is confident that the end of the stock picker's market is nowhere in sight. The real issue? FEES. For Ross' approach to get better returns, watch this CNBC clip.

5 Tips to Make The Most of My Money Page

Date: August 03, 2016 20:53
The My Money Page team over at Gerber Kawasaki constantly works to improve user-experience. We’ve taken your feedback and focused our efforts on making My Money Page an app that can be integrated into your daily routine. We want to ensure that our users are aware of the features that allow users to personalize their experience, truly creating ‘their own’ Money Page.

GKTV: Now on an Apple TV Near You

Date: August 03, 2016 15:27
At Gerber Kawasaki, we work to connect with the public in ways that they can enjoy – including social media and television appearances. We’re always asking ourselves: “how can we integrate finance into the lives of our clients in the most convenient and relevant way possible?” Apple TV seemed like the next logical step.

How The Post-Brexit World Could Belong To Bitcoin

Date: August 02, 2016 17:45
At 5 p.m. Eastern Standard Time the day of the Brexit vote, the men’s and women’s winner of the ongoing Wimbledon Championships, the professional tennis tournament that is perhaps the biggest international sporting event held in the United Kingdom each year, were slated to receive $3,003,200 in prize money.

Must-Know Money Skills for New College Students

Date: August 02, 2016 17:40
It’s the time of year when new college students--and their parents--are anxiously preparing for the shift to campus life. When it comes to personal finance, most college students need to be educated before they step foot in a dorm room.

How The Election Will Really Affect Your Investments

Date: August 02, 2016 17:31
It’s understandable if you’re worried that the outcome of the election could upend your portfolio. But while the inhabitant of 1600 Pennsylvania Avenue can alter the lives of billions of people, history says presidential politics have a surprisingly small impact on your portfolio.

5 Ways Parents Can Afford to Raise World-Class Athletes

Date: August 02, 2016 17:22
The average Olympian only makes $20,000 a year. When the Summer Olympics begin in Rio on Aug. 5, you will see 10,000 of the world’s best athletes compete, and a much smaller number of them being draped with medals. But who really deserves gold? The families who scrimped and saved to get them there.

Pokemon Go Just The Tip Of The Spear As Augmented Reality Rips Into World Of Mobile Gaming

Date: July 29, 2016 23:08
By Ross Gerber. Fads come and go. Some, arguably, are good, like certain diets that help people lose weight and live healthier lifestyles, but most are deeply regrettable. Beanie Babies, for instance, were once a fad. So were Cabbage Patch Kids. Looking back, each was a bit embarrassing and, thankfully, they have all gone away.

THINK TANK: Episode 4 - Athletic Apparel (Part Three)

Date: July 29, 2016 01:48
July 26, 2016 - Under Armour is on a hot streak with the likes of Steph Curry, Tom Brady, and Dwayne Johnson leading their star-studded roster of athletes. Can this momentum help turn UA into a global force, or will a lack of storefronts stop them short? Catch this spirited debate between our top advisors only on THINK TANK.

For Elon Musk, Tesla’s Impresario, the Latest Act Falls Flat

Date: July 29, 2016 01:46
July 21, 2016 - The hints, the tweets, the will-he-or-won’t-he suspense. It was classic showman Elon Musk. Then his much-hyped 1,500-word manifesto dropped and -- whiff. The maestro may have struck out. Investors are starting to look for him to do something new: deliver financial results, or at least a road map for them.

[VIDEO] CEO Ross Gerber on changing financial media, robo-advisors, "Think Tank"

Date: July 29, 2016 01:36
July 25, 2016 - CEO Ross Gerber checked in with Cheddar this morning to talk robo-advisors, "Think Tank," and how Gerber Kawasaki is making waves in financial media. A great conversation about changing how young investors get their business news.

[VIDEO] Gerber on Apple: We don't see growth

Date: July 29, 2016 01:34
July 26, 2016 - Apple earnings beat expectations, but is it enough? Investors are relieved, but what does Tim Cook have to do to keep them happy? Ross's answer: be bold and use that cash! Click through for more in this CNBC clip.

[VIDEO] Apple, Twitter struggle with long-term growth, future for Facebook looks bright

Date: July 29, 2016 01:31
July 27, 2016 - CEO Ross Gerber checked in with CNN Money early Wednesday morning to talk earnings. Apple and Twitter continue to struggle with weak leadership and lack plans for long-term growth, Ross predicts Facebook's future is brighter than ever.

Yahoo reports lackluster results as sale looms

Date: July 20, 2016 00:51
Yahoo Inc's quarterly earnings fell short of Wall Street expectations on Monday in what may be the company's last financial report before it sells its core business. Yahoo reported adjusted earnings of 9 cents per share, short of the 10 cents that analysts expected. It also announced a $482 million write-down on the value of Tumblr, the social media service that it acquired in 2013 for $1.1 billion.

[VIDEO] Autopilot tech putting Tesla in hot water?

Date: July 15, 2016 21:44
July 13, 2016 - "Elon's got a lot of things going on at the same time, and he needs to be focusing on Tesla." CEO Ross Gerber remarks on Tesla's autopilot technology and the SEC investigation that's currently plaguing the company. Watch on Fox Business.

[VIDEO] Gerber: Amazon is a core portfolio holding

Date: July 15, 2016 21:36
July 12, 2016 - Does Prime Day live up to the hype? Where does Amazon go from here? As its stock hits an all time high, CEO Ross Gerber gives his thoughts on the online retailer and its major sales event. Watch on CNBC.com.

THINK TANK: Episode 4 - Athletic Apparel (Part One)

Date: July 15, 2016 21:35
“Athleisure” is one of the biggest trends of the year, so we’re taking a closer look into who’s dominating athletic apparel. First up: Lululemon has taken the yoga world by storm, but will they be able to expand their reach globally? Watch to see what our advisors see in the future for Lulu, and why the “ABCs” might be a huge part of it…

[VIDEO] Stocks will face two trade winds: earnings and Trump

Date: July 15, 2016 21:25
July 13, 2016 - CEO Ross Gerber stopped by Reuters Wednesday morning to discuss how the hottest topics are affecting the market: Brexit, Trump, Tesla, and of course...Pokemon Go. Catch 'em all in this clip on Reuters.com.

Your Debt State When You Graduate

Date: July 06, 2016 00:23
By Ben Dunbar. There are plenty of articles out there written by fellow millennials to help you cope with [the "real world"] but most leave you in the dark when it comes to dealing with the newfound financial strain you may be facing. Believe it or not, there are a few easy financial steps you can take to help lower your stress and feel that much more prepared to take on the world.

3 Financial Tips for LGBT Couples

Date: July 05, 2016 19:31
By Robert Castillo. Many couples do not communicate openly about their finances, which can lead to unnecessary stress and potentially end the relationship. Don’t be a statistic: plan early! Now that same sex marriage is legal, LGBT couples have a lot to consider when it comes to merging their finances. Here are talking points to consider when starting the money conversation with your partner.

The Next Big Thing In Sports - Video Games!

Date: July 05, 2016 19:30
By CEO Ross Gerber. It's easy to see why some are calling esports potentially the next big thing in tech, possibly surpassing the next version of the iPhone, driverless cars, and virtual reality. Video games have been big ever since Atari rolled out its gaming console during the early 80s. Now, games are becoming more realistic, intricate and immersive with each passing day.

Pride Month: 3 Financial Tips for LGBT Couples

Date: July 05, 2016 19:24
By Robert Castillo, ADPA®. Many of us have come to know June as LGBT Pride month, but there is much more to it than festivals and parades. Pride is about being comfortable in your own skin and in your relationships. In this special Pride article, I would like to address the reality of same-sex relationships and finances. Many couples do not communicate openly about their finances, which can lead to unnecessary stress and potentially end the relationship. Don’t be a statistic: plan early!

Entering the “Real World” as a Former Student Athlete

Date: July 05, 2016 19:22
By Malcolm Jones. It’s every athlete’s worst nightmare: transitioning from being an athlete to entering the real (working) world. It may be one of the hardest transitions you’ll go through in life, and I’ve experienced it personally. I get it: you’ve spent your entire life playing sports and now you’ve got to completely start all over with something new.

Brexit: A Letter To Our Clients

Date: June 24, 2016 19:35
June 24, 2016 - So the unexpected happened, again. In an unprecedented move, the UK voted to leave the European Union. What does this mean to you? COO Danilo Kawasaki pens a letter to our clients in the aftermath of the "Brexit" vote.

[VIDEO] How a Tesla SolarCity buy would impact investors

Date: June 24, 2016 19:30
June 22, 2016 - Gerber Kawasaki CEO Ross Gerber does not agree with Elon Musk when it comes to SolarCity. Ross explains why he thinks Tesla's proposed acquisition of SolarCity is bad for Tesla shareholders.

[VIDEO] Ross Gerber on Twitter hack, cybersecurity

Date: June 24, 2016 19:30
June 10, 2016 - CEO Ross Gerber is brought onto the CNN International panel to discuss proper cyber security practices, as well as the Twitter hack that affected the likes of Mark Zuckerberg, the NFL, Katy Perry, and more.

Musk’s SolarCity Bid a Rare Time Investors Don’t Buy Vision

Date: June 24, 2016 19:26
June 23, 2016 - Elon Musk is accustomed to shareholders snapping up whatever his Tesla Motors Inc. has to sell. Now his plan to merge the electric-car maker with struggling SolarCity Corp. has him confronting a rare case of investor unrest.

[VIDEO] Goodridge: My beef with Zuckerberg

Date: June 24, 2016 19:10
June 20, 2016 - To invest or not to invest in Zuckerberg? CNBC tapped CEO Ross Gerber for his reaction to the Facebook annual shareholder's meeting. Hear his thoughts on Facebook's leadership and where the company's headed.

Should advisers barter their services?

Date: June 21, 2016 18:54
It happened only once, recalls Dan Candura, president of PennyTree Advisers in Braintree, Mass. The singular instance: a prospective client, a practicing architect, offered Candura a bartered exchange; the architect would create a home design, Candura would provide financial services.

Remind clients that inherited stocks aren’t keepsakes

Date: June 15, 2016 00:16
No adviser thinks it is easy to talk clients into selling beloved stocks that are disrupting the balance of their portfolios. That is one of reason why Ross Gerber, despite his spouse’s occasional objection due to its dilapidated state, likes keeping at his home the desk on which his grandfather used to evaluate stock investments.

Watch CEO Ross Gerber LIVE on CNN Go!

Date: June 09, 2016 23:49
This is an international CNN appearance. Click through for steps on how to watch Ross talk Twitter, hacking, and more!

[VIDEO] Ross Gerber on why he expects another 5 percent market gain

Date: June 09, 2016 23:18
Wednesday June 8, 2016 - Ross Gerber, CEO of Gerber Kawasaki talks with Bobbi Rebell about his optimistic market outlook, what could derail stocks, and why he is looking to the Olympics for investment ideas.

[VIDEO] Energy is still the play to make

Date: June 09, 2016 23:18
Tuesday June 7, 2016 - Ross Gerber, Gerber Kawasaki CEO, explains the benefits of investing in Under Armour, whether it can overtake Nike's lead in the sports retail business, and why energy is still the best play to make in the markets.

THINK TANK: Episode 3 - Streaming (Full)

Date: June 09, 2016 22:41
*WINNING COMPANY ANNOUNCED!* Watch Episode 3: Streaming in full to watch how Netflix, Amazon, Hulu, and Spotify stack up. Who is primed to take over the world of streaming? Watch to the very end to hear Ross and Danilo announce the winner. You can catch it all over on our Facebook page.

How to Have the “Money Talk” With Your Kids

Date: June 02, 2016 18:39
By Ben Dunbar, Investment Advisor Representative. There is the proverbial story of how to talk to your kids about money. They see your family home and their comfortable room - maybe decked out with gadgets - and they feel safe knowing you’ve provided for them. But do they know how you managed to do that? Depending on how old your children are, you’ve likely never had “the money talk” with them, even if they’re well into adulthood.

Prince vs. Michael Jackson: Rare Talents Teach Us About Poor Estate Planning

Date: June 02, 2016 17:33
By Ayal Shmilovich, Managing Partner. Both Prince and Michael Jackson were amazing talents and that is no debate. Sadly, these amazing talents have both succumbed to the same tragic end by eerily similar means. So, as in life, Prince and Michael Jackson will be compared in death. However, this article will not be a commentary on who is the better musician, nor about the problem of addiction, but a cautionary tale for poor estate planning.

Rise Of Social Media Takes Toll On Traditional Advertising

Date: June 02, 2016 16:10
By Ross Gerber, CEO. Sometimes it takes a while for entrenched and fundamentally unproductive business practices to die, but it’s safe to say that traditional advertising, with its focus on “one way” communications to the consumer, emphasis on TV and radio, and reliance on fuzzy consumer data, is closer to death’s door than ever.

10 Ways to Spruce Up Your Small Business Finances This Summer

Date: June 01, 2016 18:02
After a particularly brutal winter, the summer months are a welcome shift. For small business owners, the change in seasons should be a reminder to do some cleanup and organization. With summer around the corner, vacation plans are in full swing, and the pace at work usually slows down. It is the perfect time to organize your business and your finances.

THINK TANK: Episode 3 - Streaming (PART 2 OF 4)

Date: May 14, 2016 00:28
May 13, 2016 -- Our latest installment in our THINK TANK series is now out! Amazon rules the online retail market with services like Amazon Prime, but can their dominance carry over into the streaming world? See if our advisors can convince Ross and Danilo that Amazon is top dog.

[VIDEO] Look for better earnings in the second half

Date: May 14, 2016 00:14
Big names like Macy's and Disney both dragged down Wall Street today, but one has CEO Ross Gerber more confident than the other. Ross discusses consumer stocks, adapting to online consumers and more on Reuters.

[VIDEO] El dolor de cabeza de los préstamos estudiantiles (The headache of student loans)

Date: May 14, 2016 00:14
[Video in Spanish.] College graduation is a sign of a new chapter for young adultswhich unfortunately includes the stress of paying back student loans. GK Advisor Robert Castillo sat down with Unvision to discuss financial strategies for students, including our very own Sally Inciso.

[VIDEO] Facebook Accused of Political Bias

Date: May 14, 2016 00:14
Instead of "leaning in," is Facebook leaning left? CEO Ross Gerber went into the CNN Newsroom to discuss whether Facebook is politically biased, and whether or not users should care.

THINK TANK: Episode 3 - Streaming (PART 1 OF 4)

Date: May 06, 2016 22:05
Part one of our third episode of THINK TANK is out! Today, we're talking NETFLIX. Our new show format splits episodes up into quick clips highlighting each company. With their vast catalog of original content and record 67M subscribers, will Netflix continue to reign supreme in the world of streaming?

[VIDEO] What's eating Apple?

Date: May 06, 2016 22:00
Liz Claman of Fox Business called on CEO Ross Gerber to provide his market insights. While Apple continues to tumble, Ross is shifting his focus towards Disney and defense stocks.

[VIDEO] Only hope for GoPro is new CEO: Analyst

Date: May 06, 2016 21:56
GoPro beat earnings on Thursday May 5th, but is it too little too late for the faltering camera maker? Is there any hope for a comeback? CEO Ross Gerber weighs in on the company's buyout potential and more on CNBC.

Gerber Kawasaki Viewpoint - May 2016 Issue

Date: May 06, 2016 21:48
In the May issue of the Gerber Kawasaki Viewpoint, we've covering sports, entertainment, and Mother's Day. Check it out here.

[VIDEO] Pro: Tim Cook has to do something

Date: April 29, 2016 01:06
CEO Ross Gerber, " the [Apple] bull to end all bulls" is calling Tim Cook out. What move does Cook need to make to satisfy investors? Will Apple have a new big hit anytime soon? Ross reacts to Apple's latest earnings release on CNBC.

[VIDEO] Testamento, una herramienta para proteger a su familia (Living will, a necessary tool for protecting your family)

Date: April 29, 2016 00:55
[Clip in Spanish.] GK Advisor Robert Castillo offers his recommendations on the importance of organizing and protecting your assets through a will or living trust.

THINK TANK: Episode 2 - Social Media

Date: April 29, 2016 00:47
Episode 2 - Social Media: Watch as three teams of GK advisors defend what they think is the next best opportunity in social media. Will Ross and Danilo be convinced that there's value in online dating? Will Facebook continue to reign supreme, or will they be replaced by a new major player? Companies presented include Snapchat, Match Group, Facebook, Google (YouTube), and Twitter.

GK's Women of Wealth Group Is Now Online!

Date: April 29, 2016 00:45
Get to know more about co-founders Kaytlin Hall, Francine Lai, and WOW's mission to empower and educate women about their financial future.

Creating an Award-Worthy Financial Plan: 3 Steps to Wealth for Entertainment Professionals

Date: April 29, 2016 00:36
By Elijah Souza. Working in the entertainment industry can pose some unique challenges when it comes to managing your finances and investments. With a fluctuating income, on top of a calendar packed with attending industry events and going out for networking drinks, it’s no surprise that entertainment professionals are seldom able to find the time to manage their personal investments.

Being an NFL Athlete…On a Budget?!

Date: April 29, 2016 00:31
By Elijah Souza. With the NFL currently in the off-season, I started thinking about an intriguing story that was revealed last year during the same time. Former Detroit Lion’s wide receiver, Ryan Broyles made headlines this past summer saying the he lived on a budget of about $5,000 per month. For many people, this a fairly common monthly budget, but for an NFL athlete, this is almost unheard of.

Mother Knows Best: The Best Personal Finance Advice You’ve Gotten From Mom

Date: April 29, 2016 00:19
I have learned some great lessons from the women in my family. Of course, I’m not alone in learning from the older and wiser set. In celebration of Mother’s Day, I reached out to readers to share the best money tips their moms have given them.

What It Really Costs to Attend Coachella

Date: April 21, 2016 22:29
The unofficial kickoff of the 2016 summer concert season started this past weekend with the Coachella Valley Music and Arts Festival, which takes place in the Indio desert east of Los Angeles, near Joshua Tree National Park. Attendees this year should be prepared to spend hundreds, if not thousands, to attend the much-loved music event.

Retirement Planning Through the Decades

Date: April 19, 2016 22:49
Planning for retirement is a lifelong process, and there are different steps for you to take in every decade leading up to these years. Starting early and being disciplined are key parts to a successful strategy — the more you plan and follow that plan, the more likely you’ll feel financially secure during your retirement years.

What Artists And Brands Need To Learn From The Grateful Dead And Coachella

Date: April 13, 2016 20:19
People have been talking about the demise of the traditional music industry business model since the arrival of the Internet’s first music sharing sites 20 years ago. But the fact is what we are seeing today is not the slow, creeping death of the music industry – it's simply a reversion of it, one that is perhaps long overdue.

8 Tips for Spring Cleaning Your Finances

Date: April 12, 2016 16:51
It's time to toss those dusty bank statements, and shop around for better rates. As the weather starts to get a bit warmer, you might be thinking about spring cleaning in your home. It’s time to chase away dust bunnies, clean up lesser-used rooms and run a few boxes of unused items to Goodwill. While you’re at it, you might want to take time to spring clean your finances with these eight steps.

4 Reasons the Roth IRA is Amazing

Date: April 08, 2016 18:55
By CEO Ross Gerber. I want to highlight an investment plan that is often overlooked and underappreciated, the Roth IRA. The Roth IRA went into effect in 1998 thanks to the hard work of the late Senator Roth. The Traditional IRA, created in the 70's,had several drawbacks that were addressed when the Roth was created. If you qualify for the Roth IRA, open one immediately. Here are four reasons why.

Four Big Tech Trends for 2016

Date: April 07, 2016 19:01
In 2015, there were a number of notable developments in the technology sector. Apple released its latest version of the iPhone, which was a smash hit, especially in China, and also the Apple Watch, which wasn’t. So what’s in store for tech in 2016 and beyond? Here’s a look at four top trends. By Ross Gerber.

Beware the Fiduciary Rule's Unintended Consequences

Date: April 06, 2016 20:23
As the details of the U.S. Department of Labor’s final version of its fiduciary rule were leaked on Tuesday and Wednesday, many fiduciary advisors felt optimistic, even vindicated after a long debate between competing revenue models, but others questioned how the law would impact investors and advisors on the front lines of retirement planning.

How To Get in On The Big Money In Sports

Date: April 05, 2016 18:27
So in an era when sports are increasingly becoming global cultural and lifestyle imports, who are the big winners, outside of the leagues and television networks? Look no further than the brands that both outfit these leagues and sponsor their stars.

How To Embrace Tax Season

Date: April 04, 2016 22:47
By Zachary Bainter, Managing Partner. It's tax season. A fifth season that we are not taught as children but learn as adults. That is part of the problem: most are not taught the ways to make tax season something to eagerly await, or at the very least, not something to dread. Here are some helpful tips that can make this fifth season one to look forward to.

What To Do Before “I Do”

Date: April 04, 2016 22:46
By Nick Licouris, GK Advisor. Working to understand where your new spouse stands on key financial issues can not only strengthen your new family’s financial situation, it will help lay the foundation for a relationship built to last. Here are a few areas to focus on when you are recently engaged or married.

Like Dividend Stocks? Don’t Chase Performance, RIAs Warn

Date: April 01, 2016 22:58
Dividend investing is a perennial strategy for retirees. But with interest rates at historic lows, even going negative in some markets, investors of all stripes are looking to dividend stocks as a source of yield. For anyone considering a dividend strategy, the key is to focus on balance-sheet strength, says Ross Gerber.

How a Smart Comp Plan Can Boost Firm Growth

Date: March 23, 2016 21:01
Ross Gerber, president and chief executive of Gerber Kawasaki in San Monica, Calif., has few qualms about stating his overriding philosophy: “I’m a capitalist,” he said.

[VIDEO] The size is right for iPhone SE?

Date: March 22, 2016 01:38
Francine Lai, Investment Advisor at Gerber Kawasaki, and Lance Ulanoff, Chief Correspondent at Mashable, discuss Apple's product announcement.

[VIDEO] Breaking down Apples new product offerings

Date: March 22, 2016 01:32
Gerber Kawasaki CEO Ross Gerber discusses Apples product unveil and his thoughts on what it means for the future of the company. Click through for video link.

1:10 PT: Francine Lai on CNBC

Date: March 21, 2016 16:20
Click through to watch GK Advisor Francine Lai discuss today's Apple event.

12:50 PT: Ross Gerber on Fox Business

Date: March 21, 2016 16:20
Click through to watch CEO Ross Gerber discuss today's Apple event.

VR Advertising Might Make Car Commercials A Lot More Fun

Date: March 12, 2016 00:20
Virtual reality looks like the next big thing and of course, advertisers want in. Ross Gerber, co-founder of Gerber Kawasaki Wealth and Investment Management told IBT that he thinks VR advertising has enormous potential to sell a whole lot.

[VIDEO] Hunt for value

Date: March 12, 2016 00:16
CEO Ross Gerber gives you a breakdown of the current market. Is oil the key to a market comeback? How are politics coming into play, and which candidates are good for stocks? Ross answers these questions and more on CNBC. (Click through for video link.)

[VIDEO] Election Ad Spending Will Fuel Facebook, Oil Breakdown

Date: March 12, 2016 00:13
Stocks soar as oil surges, and hopes that the worst is over are high. But are we out of the woods yet? Check out CEO Ross Gerber's Reuters appearance from Wednesday and see what he thinks is the key to a market comeback. (Click through for video link.)

A New Wave of Advisor Recordkeeping Tools

Date: March 02, 2016 01:41
Every day, Ross Gerber and his team manually tackle the arduous task of ensuring recordkeeping of client communications from multiple channels. “We literally waste so much time,” complains Gerber, co-founder and CEO of Gerber Kawaski Wealth Management in Santa Monica, Calif., which manages more than $370 million in assets.

Why IPO Investors Are Set Up For Failure

Date: March 01, 2016 23:01
By Ross Gerber. No question, market fundamentals and the performance of the broader economy will inevitably impact the valuation of any public company. But such talk is a bit misguided with respect to the real reason why recent IPOs have generally failed: The very process for bringing new issues to market is broken, rife with serious conflicts of interests and essentially set up to fail retail investors.

Here’s The Easiest Way to Cut Your Tax Bill Now

Date: March 01, 2016 19:05
You still have time to shelter some of your 2015 income. If you want to bring down your 2015 tax bill, your best shot is to sock away any extra savings in your individual retirement account or health savings account. While most tax-reduction strategies, such as donating to charity, have to be put in place before the end of December, you can contribute to a traditional IRA or HSA for 2015 right up until the tax filing deadline.

How to Find the Best Travel Deals in 2016

Date: March 01, 2016 18:46
Thanks to the sharp drop in the price of oil and the strong dollar, you may pay less to travel than a year ago just by flying abroad. And the dollar, has been “reaching heights we haven’t seen in many, many years,” also making foreign jaunts more of a bargain. If you’d like to take a vacation (or two or three) in 2016 and save money doing it, you’ll want to hear what I heard at the annual New York Times Travel Show.

6 Smart Uses For Your Tax Refund

Date: March 01, 2016 18:37
Expecting a tax refund? Sounds like a great time to jump start your finances. If you’re expecting a refund, you might be tempted to rush out and spend it on a new car or a fancy vacation. After all, it might be the single biggest check you will receive all year. But remember, this was your money all along, not a prize that’s fallen from the sky. There are much better uses for this chunk of cash that could actually pay off in the long run. Here are six smart ways to put your refund to work for you

CNN: Apple posts record breaking profit

Date: February 05, 2016 21:19
[Click through to watch on CNN] Gerber Kawasaki CEO Ross Gerber talks Apple earnings and their shift from mostly hardware to a software company with CNN's Maggie Lake.

Reuters: How is the domestic market fairing despite global uncertainty?

Date: February 05, 2016 21:19
[Click through to watch on Reuters] CEO Ross Gerber addresses how the domestic market is fairing despite global uncertainty. Which sectors are most affected? What should your investments look like? Ross breaks it down for you on Reuters.com

Oil-Based Economies Collapsing And That's Great For America

Date: February 02, 2016 20:02
By Ross Gerber. With oil hovering around $30 a barrel, commodities prices in free fall, and China continuing to confront a series of market-rattling growing pains, global equities have entered full correction mode. The commodities-based global economy that has developed over the past 20 plus years is collapsing, and that’s a great thing over the long run for America and investors.

How Real Millennial Couples Co-Manage Their Money

Date: February 01, 2016 21:56
Love is grand. Love and money — eh, that's a little less grand. Hell, most of the time it's super complicated. Talking about your finances with your partner can be super stressful. When, how, and why you choose to combine your money is a tough decision, and every couple handles it differently.

5 Movies With Great Financial Lessons

Date: February 01, 2016 21:26
We often turn to movies for an escape, but many can teach us some valuable life lessons – especially when it to comes to managing money. From the disastrous effects of greed and corruption to the dangers of instant gratification, there are lots of movies with powerful financial lessons. Spoiler: These flicks will teach you how NOT to handle your money.

Stock Concentration & Diversification

Date: February 01, 2016 20:43
In wealth management, you often hear the phrase: “concentration builds wealth, diversification preserves it”. It’s just not prudent to tie up much of your wealth into one stock regardless of how great the company or stock may be. You simply don’t know what the future holds. By Hatem Dhiab, Managing Partner

[VIDEO] Apple posts record breaking profit

Date: January 27, 2016 16:33
Gerber Kawasaki CEO Ross Gerber talks Apple earnings and their shift from mostly hardware to a software company with CNN's Maggie Lake.

Twitter users dislike Twitter exec exodus

Date: January 27, 2016 00:08
Twitter users mostly disliked the largest executive exodus at the online social media company announced late on Sunday, with some notable tweets criticizing CEO Jack Dorsey and even speculating on potential acquirers.

A Letter to our Clients: Addressing Current Market Conditions

Date: January 16, 2016 00:19
Over the past two weeks we have seen an unprecedented decline in global securities prompted by a trifecta of plunging oil prices, Chinese markets and the Fed beginning to raise interest rates. As I often have to do during times like this, I try to rationally explain what is happening so investors can make better informed decisions about their investments. A letter from Ross Gerber.

Living Happily Ever After

Date: January 04, 2016 23:44
Have you noticed that your social media news feed is morphing into a list of engagement stories or wedding pictures? I’ve noticed because I am right in the midst of planning my wedding. As a financial advisor I am aware that not only has my social media news feed been changing, but so have the long-held social customs of planning a wedding. By Kaytlin Hall, Advisor.

Stock Options & Restricted Stock

Date: January 04, 2016 23:43
Companies incentivize their employees and give them a share in the equity growth and the company’s success. Although there are many different stock and option awards, the two most popular grants are that of stock option or restricted stock. Let's go over the main characteristics of each. By Hatem Dhiab, GK Managing Partner.

[CLICK THROUGH TO VIDEO] What stocks can you count on for the next 50 years?

Date: January 04, 2016 23:02
GK Advisor Francine Lai goes to bat discussing stocks for millennials to consider investing in. Click through to watch.

[CLICK THROUGH TO VIDEO] The better streaming bet in 2016: Netflix vs. Alphabet's YouTube

Date: January 04, 2016 23:02
Gerber Kawasaki CEO Ross Gerber debates Netflix vs. YouTube. Who will take the top spot in the streaming world? Click through to watch.

[VIDEO] How investors can play off "Star Wars"

Date: December 18, 2015 19:45
The Fed has raised rates, Star Wars is out...what new opportunities have emerged for investors?

[VIDEO] Apple could be lining up new COO to replace Cook: Pro

Date: December 18, 2015 19:38
First there was Jobs...then there was Cook...is Williams up next? Should there be concern over Apple's stock price? CEO Ross Gerber answered all these questions and more on CNBC.

Ross Gerber Talking Current Market - Reuters

Date: December 15, 2015 20:09
Click through to watch

Prepare Your Portfolio For Iraq War Three: The Death Of ISIS

Date: December 08, 2015 23:26
To destroy ISIS, we must destroy their safe haven, and that means deploying ground troops and another war in the Middle East. For investors the question becomes how will another Mid-East war change the investment landscape and who will benefit. By Ross Gerber.

Three Ways to Curb Holiday Spending

Date: November 30, 2015 20:26
The holidays: a time to get together, celebrate with family and make questionable life choices. Whether it is drinking too much eggnog or bringing up old resentments, something about the holidays turns off the usual filters in our brains. While every family's financial situation is unique, there are some tips to keep out of spending trouble.

Your Guide To End-of-Year Giving

Date: November 30, 2015 20:07
This is the time of year when your mailbox starts to fill up with requests from dozens of needy causes, asking you to get into the holiday spirit by writing a check to help fund their charities. It can be tough to say no, but saying yes to all of them is generally not a wise fiscal move. Follow these steps to take the stress out of giving this year.

Star Wars: The Investor Force Awakens

Date: November 30, 2015 18:49
It’s difficult to overstate how big [Star Wars: The Force Awakens] will be. This is a full-blown phenomenon, one that is a perfect confluence of distribution, global hype and pop culture, and from an investor’s standpoint, it’s hard to ignore the possibilities. Here are some ideas how investors may profit from this amazing opportunity. By Ross Gerber.

5 Year-End Retirement Planning Tips

Date: November 23, 2015 23:29
The end of the year has a variety of retirement planning deadlines you need to meet in order to qualify for tax deductions and credits. Retirees also need to take action by specific dates to avoid retirement account penalties. Here are some of the retirement planning moves you need to make before next year.

Fed Proves Irrelevant in $2.6 Trillion Slice of U.S. Debt Market

Date: November 10, 2015 23:21
The blowout U.S. jobs report for October means the Federal Reserve may be weeks away from raising interest rates. For U.S. savers earning next to nothing on $2.6 trillion of money-market mutual funds, the move will barely register.

Bloomberg Radio Live

Date: November 09, 2015 16:09
Click through to listen to Ross live on Bloomberg Radio

Feeling Grateful Makes You A Better Saver And Investor

Date: November 03, 2015 21:00
Most of us fight an impulse for immediate gratification when we make financial decisions, especially if we’re feeling sad or even just neutral about our state of affairs. According to the conventional social science wisdom, we make the best financial decisions when we take emotions out of our decision-making completely. But a recent recent paper by university professors claims that gratitude produces superior financial decisions.

GK Kids: How Parents Can Check in on Finances at Thanksgiving

Date: October 30, 2015 18:56
The beginning of the school year can often lead to unexpected expenses, which makes this weekend the perfect time for students to sit down with their parents and check in on their budgets. To help get the conversation going, we outline starting points for students and parents.

Why November Through April is the Best 6 Months to Invest

Date: October 30, 2015 17:48
Just like summer changes to autumn and then to winter, the stock market has its own seasons, too. From November through April each year, the U.S. stock market has consistently produced outsized returns over the period from May to October.

Wells Fargo Pushes for Cross-Sales with VIP Program

Date: October 23, 2015 22:22
Imagine a full day of due diligence with a wirehouse’s experts in estates and trust, tax and other categories, scouring a high-net-worth client’s wealth plan. Is that a good thing? For the client? For the advisor? Or mostly for the wirehouse?

Winklevoss Twins call on advisers to get on Bitcoin bandwagon but they're not budging

Date: October 06, 2015 18:58
Advisers aren't buying what the Winklevoss brothers, known for their initial role in the rise of Facebook, consider the next big thing for financial services. Cameron and Tyler Winklevoss' new bitcoin exchange platform, Gemini, will officially open on Oct. 8, where advisers and consumers will link their accounts and be able to purchase the digital currency as an investment.

Harsh Reality Of Tech Stocks: Not Everyone Can Be A Unicorn

Date: September 30, 2015 21:50
As unsettling as it can be to watch the Dow shed more than 500 points in consecutive trading sessions, investors should relax, take a deep breath and put things in perspective – this was not a crash, nor are we on the brink of another financial crisis. Indeed, the recent losses may have contained a silver lining.

7 Times You Need to Talk to a Financial Advisor

Date: September 30, 2015 00:00
You may want to manage your money on your own, but there are times when it's a mistake to go it alone. Ian Kutner, an advisor with San Diego Wealth Management, was among the country's very first certified financial planners. It's been more than 40 years since he was certified, and he says he still finds that people overlook the value of a planner and misunderstand what they do.

Gaming The Investing Angles Of Virtual Reality

Date: September 29, 2015 20:23
If you ask Google or Apple, they’d probably say the next big thing [in tech] is driverless electric car technology. If you ask Facebook what the next big thing will be, you’re likely to get a very different – and perhaps more accurate – answer: virtual reality. By Ross Gerber.

5 Financial Fears to Confront and Conquer This Halloween

Date: September 29, 2015 20:02
As adults, we tend to be more frightened by our finances. So instead of pulling the covers over your head this Halloween, why not face a few of those money fears head on? We’ve dusted the cobwebs off our book of spells and potions to reveal some easy tips that will keep you from falling victim to five of the most common financial fears.

TRICK Yourself Into Becoming a Better Investor

Date: September 29, 2015 20:01
Smarter investing is all in your head. Really, it is, say psychologists who research investor behavior. Use these five techniques to psych yourself into better results and more peace of mind at the same time. Do less to earn more. Americans tend to equate activity with progress, but less fiddling with your portfolio will likely yield better results.

TREAT Yourself Without Going Broke

Date: September 24, 2015 19:29
If you're struggling to get out of debt, to create a budget you can stick with, or to save for future financial goals, smart money management is key meeting these challenges. But, as with any other financial challenge, simply knowing what you should do and when you should do it isn't enough. You also have to reward yourself.

New Apple iPad Pro geared toward meeting advisers' business needs

Date: September 15, 2015 22:17
In the spirit of fostering better communication with clients, some advisers are considering moving away from laptops and toward tablets, especially after Apple announced its newest product: the iPad Pro.

Advisors Who Warned Clients about the Stock Slump

Date: September 08, 2015 17:08
The stock-market slump may be making headlines, but it wasn’t a surprise for some veteran advisors. More to the point, these advisors took preemptive action before the market dropped — they sent out client notices earlier this summer telegraphing the likelihood of a market correction.

How to Protect Yourself from Turbulent Markets

Date: September 01, 2015 21:57
The stock market is not meant for the faint of heart. This has been evidenced by the panicked selling caused by recent volatility as the market retreats from all-time highs. If one only read headlines, the thought of another market recession seems imminent, but it is important to put the recent correction in perspective. By Zachary Bainter.

Pulling Clients Away from the Panic Button

Date: August 28, 2015 17:21
One of the toughest conversations to have with a client is to tell them not to panic sell in a rapid market downturn. Your professional knowledge and instincts clash with investor fears. But while counseling a client at that moment, the advisor faces two different challenges: figuring out if there is an acute financial need motivating their client's emotions, and remembering a client's decision to sell, no matter the outcome, must be implemented.

Despite selloff, stick with tech titans: Strategists

Date: August 26, 2015 23:01
With U.S. stocks following the Dow's largest three-day losing streak with the largest reversal in trading since the peak of the financial crisis, "shaky" might be an understatement.

Dealing With the Correction of 2015

Date: August 21, 2015 23:47
Dear Clients, We wanted to reach out to you today to let you know that your accounts are in good hands. It is important to remind you that corrections are a natural and a common occurrence in the stock market, what really matters is the underlying fundamentals of the United States economy and the greater world.

Save for a Rainy Day With an Emergency Fund

Date: August 20, 2015 00:19
Today we're pulled in so many different directions and have so many expenses that it can be difficult to keep up. However, it's important to save for a rainy day because you never know what's around the next corner. From repairing a leaky roof to replacing a car engine, these unexpected costs can add up fast.

Do Millennials Need Life Insurance?

Date: August 20, 2015 00:06
If you're like many millennials, you might see mastering the basics of adulthood -- such as establishing your career -- as a much higher priority than signing up for extra insurance. But some say that even though Americans in their 20s and 30s are delaying buying homes and starting families, life insurance should still be a consideration -- just for different reasons.

Jack Dorsey’s Twitter stock buy: PR or true confidence?

Date: August 12, 2015 00:30
When top execs buy up a bunch of their company’s stock, does it show desperation or confidence? That question emerged Monday when Twitter interim CEO and co-founder Jack Dorsey swooped in while his company’s battered stock was at a nadir to buy 31,000 shares for $875,000.

Healthy Investing Could Make You Wealthy

Date: August 06, 2015 19:14
Looking and feeling good is in. Americans are getting off the couch and becoming more conscious about what is going into their bodies. For investors, there are huge opportunities investing in health and fitness companies, here are three ways that focusing on being healthy could make you wealthy. By Ross Gerber.

GKids: Teach Your Kids About Money Early On

Date: August 05, 2015 18:35
There is unfortunately a significant lack of financial education in our country, which makes it more important than ever for parents to teach basic money lessons to their children. Although some financial topics might seem challenging, you might be surprised what your children can absorb.

14 Back-to-School Shopping Hacks

Date: August 05, 2015 18:32
Back-to-school shopping is serious business: The National Retail Federation reports that this year, parents with children in kindergarten through 12th grade plan to spend $630.36 on average. Over the last decade, that number has climbed from $443.80. If back-to-school shopping is on your to-do list, continue reading for some of the best hacks to keep in mind.

Financial Survival Tips for Going Back to School as an Adult

Date: August 05, 2015 18:30
College can be difficult enough as a teenager, but going back to school as an adult often presents a new level of challenges. Regardless of the reason you are returning to school, a successful adult educational experience requires both time management and money management. For help with money management, consider the following steps.

To Marry or Not To Marry? – That is the Financial Question

Date: July 23, 2015 19:02
As a Financial Advisor, my clients tell me every January that they want to create a better budget; they want to prepare their taxes early; they want to begin saving more aggressively for retirement; because after all, who wants to work forever? While these are all common goals, it’s important to note that for gay and lesbian couples, there are still a lot of gray areas when setting up a financial plan. By Robert Castillo, ADPA®

Financial Planning for the New Realities of Marriage

Date: July 23, 2015 18:58
In describing the Supreme Court’s recent ruling barring bans on same-sex marriage, U.S. president Barack Obama called it “justice that arrives like a thunderbolt.” Based on their comments to us about the decision’s implications for their profession, financial advisors and estate-planning attorneys agree the decision is a sudden game-changer.

Debunking Robo-Advisor Myths

Date: July 23, 2015 18:58
Backed by a gathering stream of venture capital dollars and thanks to increasingly aggressive marketing campaigns that tout the promise of lower fees, so-called “robo-advisors” have exploded on to the scene in recent years. Can a machine really provide the same level of service as a seasoned financial advisor? We think that is a very tough case to make. By Danilo Kawasaki, COO.

Live Sports Remain Ace In The Hole For Cable Companies Against Cord Cutters

Date: July 23, 2015 18:57
With Apple’s recent announcement that it will soon launch a paid streaming music service (Apple Music), it’s pretty clear where that industry is headed and who the dominant players will be. Apple and Spotify will battle it out for supremacy, with the former enjoying a massive built-in advantage of already having nearly 800 million existing customers. By Ross Gerber.

School's Out! Free Things To Do With Your Kids This Summer

Date: July 23, 2015 18:57
It’s summertime, and the kids are home and bored! Days are longer, and it’s hard to find enough activities to keep everyone entertained. If you’re looking for ways to keep the kids busy without breaking the bank, here’s a quick list of fun and free things you can do with your kids this summer. By Wendy Turk, GK Investment Advisor.

Picking Winners And Losers In The 'Uber Economy'

Date: July 23, 2015 18:56
The next big trend in tech: Service. Let’s call it the dawn of the ‘Uber’ economy – where based on the consumer’s desire to have everything in one place, more companies will begin to leverage existing technology to deliver more reliable and easy-to-use services to the marketplace. It’s the one area that technology has ignored for so long, customer service and experience. By Ross Gerber, CEO.

The Downside of Same-Sex Marriage for Registered Domestic Partners

Date: July 23, 2015 18:56
Same-sex marriage in the United States has reached its highest rate of approval in history. According to the Gallup polling organization, public support for the legalization of same-sex marriage has hit record highs of 60% as of May 2015 (up from 27% since the question was first asked). The increased approval of same-sex marriage in the United States paired with recent global progress in countries like Ireland and Greenland serve as an appropriate precursor to the upcoming Supreme Court ruling this month.By Robert Castillo, ADPA®

Gerber Kawasaki is Turning Five

Date: July 23, 2015 18:45
A little more than five years ago, Ross Gerber and I were sitting on Ipanema Beach in Brazil, enjoying the sunset and trying to make sense of the previous 16 months. Those days will be hard to forget. Markets tanked. Liquidity dried up. Investor nerves were frayed. By Danilo Kawasaki.

25 Best Personal Finance Books for Your Summer Reading List

Date: July 17, 2015 20:07
While you relax in the sun by the pool this summer, make the most of your free time by checking out 25 of the hottest, newest and best-selling personal finance books. Learn how to catapult yourself to success and better manage your funds so that you can have even more time in the future to unwind and enjoy yourself.

10 Financial Things Newlyweds Must Do

Date: July 15, 2015 17:44
After you say "I do," you have some important money matters to attend to.

Middle class deserves unbiased advice

Date: July 15, 2015 15:25
People most in need of unbiased advice either cannot get it or are getting it from brokers who aren't necessarily looking out for their best interests.

Use this Simple Test to Figure Out if You Can Afford a Big Life Change

Date: May 29, 2015 00:30
Are you planning on having kids? Do you want to buy a home? Is a job or career change in your future? Those are just a few examples that involve huge changes in your life, especially when it comes to your finances. Rather than just hoping you can handle the upcoming changes, you can find out in advance whether or not you will survive financially by following one simple scenario.

5 Travel Spots That Just Got Cheaper for Americans

Date: May 20, 2015 00:21
Just about everything from hotels to luxury handbags to McDonald's hamburgers is cheaper abroad than in the United States right now. When you take dollars to the foreign exchange booth, you get a lot more of another country's currency back than you used to. If you were dreaming of a vacation to a far off destination, now is the time.

Taxes: How to Reverse a Mistake

Date: May 20, 2015 00:20
It is common during tax-filing season for taxpayers to discover that they botched a previously filed return. Perhaps you just figured out that you missed some tax-saving deductions and credits on your 2014 Form 1040, which you filed a few weeks ago. With today’s complicated tax rules, anyone can make a mistake. You can fix it—whether or not it is in your favor.

Making the Most Out of My Money Page

Date: May 06, 2015 18:17
The team over at Gerber Kawasaki has listened to your feedback and have focused our efforts on making My Money Page an app that can be integrated into your daily routine. We want to ensure that our users are aware of all the characteristics that make our app so unique. There are several features in particular that allow users to personalize their experience, truly creating ‘their own’ Money Page.

Tesla Is Not Just Selling Cars

Date: April 27, 2015 16:01
It would be hard to find someone happier than an investor who bought Tesla Motors stock two years ago and has held on since. Still, the company has been a lightning rod for controversy. Critics say that Tesla, for all the outsized gains and attention, has yet to produce a single dime of profit. Such critics would be correct. By Ross Gerber

RIA Rolls Out Uber-Like App

Date: April 15, 2015 17:24
“Like the taxi app Uber, we want to make an industry better and more efficient while becoming a dominant player in it,” said President and CEO Ross Gerber, in an interview with ThinkAdvisor.

Apple Gets Bigger And Expands Influence Everywhere

Date: April 15, 2015 17:15
Apple last month became the first U.S. company to have its market cap break the $700 billion barrier. Now comes news that it is joining the Dow Jones Industrial Average on March 18, replacing AT&T. By Ross Gerber.

7 Tips for Financial Spring Cleaning

Date: April 07, 2015 19:01
With spring rapidly approaching, it’s not only a great time to spruce up your home and organize your closets, but it’s also an ideal time to clean up your finances. Here are some ideas from some top consumer finance advisors.

2014 IRA Contribution Deadline Approaching - April 15

Date: April 06, 2015 21:59
As the 2014 tax season comes to a close, we are reaching out to remind you that we are nearing the IRA contribution deadline. Wednesday, April 15th is the final date that 2014 IRA contributions will be accepted for both Roth and traditional IRAs.

Of Love and Money: 5 Financial Tips for Women

Date: April 02, 2015 22:20
When John Gray famously wrote Men Are From Mars, Women Are From Venus , he was focused more on love than money, yet somehow the analogy also works fairly well in the world of finance.

Involving Kids in Family Vacation Planning

Date: March 24, 2015 19:58
Learning about actual costs involved in the average family vacation can be an eye-opener for kids. By planning all or part of the trip, kids can gain an understanding of how to bargain hunt, budget and save money.

The Millennial Mindset

Date: March 19, 2015 19:03
A few weeks ago I was leading a wealth seminar for a dozen women, all between the ages of 40-55. They were successful entrepreneurs, businesswomen with decades of experience and between them, thousands of contacts. During one of our roundtable discussions, I was struck by the uniform agreement of how isolated they said they felt. Most of their friends didn't understand what they were going through while building and running successful ventures and they shouldered most of the load alone.

These 6 Common Tax Misunderstandings Could Cost You Money

Date: March 11, 2015 19:52
I read lots of articles and hear from many readers on the question of income taxes. It's not surprising since filing income tax paperwork is part of the life of most American adults during these first few months of the year, and it's always a painful process. This situation is made worse by people who share faulty and sometimes downright false information about income taxes. Here are six misunderstandings I see popping up all the time.

7 Ridiculous Excuses That Are Keeping You From Getting Rich

Date: March 11, 2015 19:50
I'm an expert at making excuses. At this very moment I can think of a dozen reasons to put off filing my tax return for another few weeks, procrastinate about seeing the dentist, or wait until Sunday to scale my mountain of dirty laundry. (See also: The 7 Stages of Procrastination.) And while my personal excuse-making ends at my bank account, I know that for many, that's exactly where the excuses begin. If your financial life is languishing, it's probably buried under a pile of excuses. Here are seven of the worst.

Why Millennials Spend More Than They Should

Date: March 11, 2015 19:48
What do you wish you had done differently with your finances as a young professional in your 20s? The most common response I hear to that question is, “Save and invest more.” As we get older, the tremendous power of compounding becomes all too apparent.

'Shark Tank' Investor Kevin O'Leary's 5 Money Personalities

Date: March 05, 2015 19:26
Kevin O'Leary is a venture capitalist, mutual fund manager, and currently best known as one of the investors on "Shark Tank." You'll find that ways of seeing money manifest themselves in ways that significantly define someone's personality and therefore the type of relationships they maintain. See how you and the people you know measure up, and make any necessary adjustments before it's too late!

'Irresponsible’ millennials save more than almost every other group

Date: February 26, 2015 18:16
Millennials, the young generation that’s often written off as lazy, irresponsible, selfie-obsessed narcissists, who talk in hashtags and emojis, dwell in their parents’ basements and blow their money on Uber and microbrews, are actually saving more than almost every other age group. Who knew? Overall, Americans are saving more money than they were last year. But a new survey by the Consumer Federation of America found millennials—the second largest generation in history -- are making the most progress, with the exception of the 45 to 54 year-old cohort who tend to have more money to save anyway.

8 Money Lessons to Learn Before You Turn 40

Date: February 24, 2015 19:58
Reaching your fifth decade is a milestone, and hopefully you have learned a few things on the way. Here are some of the important financial lessons that are good to learn before turning 40. One of the most common mistakes first-time homebuyers make is committing to more house than they can afford. It's important to look at your budget realistically and consider all expenses involved in owning a home before you shop for property.

How Millennials Should Handle Lifestyle Inflation

Date: February 24, 2015 19:57
Lifestyle inflation is a natural part of growing up. Promotions, raises and bonuses offer millennials (and members of all generations) the opportunity to start living more comfortably, or even extravagantly. While the lifestyle inflation creep often sends personal finance enthusiasts into a panic, millennials can embrace it to reach goals – and still enjoy the present.

Why Apple Pay and the Dollar are Killing Bitcoin

Date: February 13, 2015 19:40
The recent drop in energy prices has dominated financial headlines in recent months, with the fallout having been wide ranging and somewhat conflicting. Consumers have received what amounts to a tax cut, and with more money to spend that’s good news for retailers. At the same time, stocks are experiencing a decent level of volatility, plagued by many of the same factors that are causing oil to plummet, including soft demand, a strong dollar and continued economic weakness across Europe, Japan and even China.

4 Things I Wish I Knew About Money in my 20s

Date: February 12, 2015 21:32
Millennials. You've grown up in an ever-changing world of technology, pop culture and reality TV. Ask any other generation, and their list of career options wouldn't include professional blogger, mobile app creator or YouTube star. You've seen the stock market fall apart in 2009, and as a result you are competing with older candidates who have 10 times the amount of work experience than you. It's a jungle out there. Where there is a con, there is always a pro. What you do have is easy access to mounds of information at your fingertips. You can learn from the past in ways that weren't available even a few years ago. You can turn money mishaps that your parents might have made into money victories for yourself. But first, you've got to get money smart.

The 11 worst money habits of 20-somethings and how to fix them

Date: January 30, 2015 23:01
20-somethings aren't always as careful with their money as they should be. I reached out to my coworkers and friends to see what they consider to be their worst money habits, and have highlighted the most common ones here. Research shows that they aren't alone in their bad habits ... and full disclosure: I'm guilty of some of these, too.

29 Smart Steps 20-Somethings Should Take To Grow Their Wealth Right Now

Date: January 26, 2015 18:08
Hey you, Millennial. Listen up. Millennials are sometimes seen as the unfortunate generation. It often seems that the Baby Boomers have taken the best of what's available, while Generation X is always standing in line just ahead of the Millennials. If you're a Millennial yourself, there's nothing to be gained from feeling cheated; it just means you'll have to change tactics and work a bit harder. Here are 29 actionable financial tips that millennials need to take right now.

5 Things All First-Time Investors Should Know

Date: January 23, 2015 19:16
At the beginning of any new year, many people begin to seriously consider investing. This is the year to get their finances in order, especially if rumors of an interest-rate increase prove true. But for newcomers to investing, making the decision to move money into a stock can seem intimidating, especially if they’re relying on the advice of friends and family. By understanding a few tips, new investors can get started with the peace of mind of knowing their investments will grow. Here are five tips designed to get beginners started on their plans to invest.

An Effective Monthly Budget Can Be Boiled Down To 7 Simple Steps

Date: January 20, 2015 18:24
Reasons abound for needing a budget. Perhaps you shell out lots of money on account overdraft fees; maybe you have debt that cries for repayment; or maybe you're just stressed about making ends meet every month. Regardless, it's time to act. Follow these seven steps toward creating a monthly budget that suits your personal situation and gets your finances under control.

12 Habits Of High Earners That Anyone Could Emulate

Date: January 20, 2015 18:24
The rich have been studied extensively — how they spend their money, how they spend their time. The findings have been published in books like "The Millionaire Next Door" by Thomas Stanley, and "Rich Habits" by Tom Corley. And now, by Wise Bread! So read on, because you want to make a lot of money, and people who make a lot of money do these 12 things.

Smart Money Habits To Start Right Now

Date: January 20, 2015 17:45
Have you ever noticed how many people are in the gym on January 2? But a few weeks later, it's business as usual again. Why? Because forming good habits takes time and a real commitment. You can’t just wish your way to doing it — you actually have to DO IT. If you want to be good with money (like Oprah-level good), here are seven financial habits to start forming today. This is one resolution you can make last.

Swift Is Change In Music Streaming Business

Date: January 19, 2015 22:54
Like almost everything else – from driving a car, to speaking on the phone, to watching television – the manner in which people listen to music has undergone dramatic shifts over the last 25 years. It started with the evolution from vinyl to CDs, then from CDs to digital downloads and, most recently, downloads to streaming services. By Ross Gerber.

Failure To Follow Up: The Sad Truth About Millennial Financial Literacy

Date: January 16, 2015 23:01
financial context. You know you should follow up after a job interview by sending a thank you card and checking the status of your application. You know you should follow up with the doctor when your sick by taking your medicine as prescribed and going to all of the required appointments. But why, as millennials, do we fail to follow up with our money and financial life? It’s a growing trend that is harming millennial financial health.

3 Financial Questions Millennials Should Ask Themselves

Date: January 13, 2015 19:12
As we move closer to the end of 2014, and enjoy the holiday season of decorations, gifts and much more, many people turn their attention to the new year and all of the things they want to accomplish. Some people resolve to lose weight, while others vow to get their financial houses in order. Millennials in particular may want to pick up the pace with their finances in 2015. Part of doing so entails figuring out your own goals, and asking yourself three key questions.

15 Investing Ideas for 2015

Date: January 12, 2015 19:21
Revamp your portfolio with these time-tested strategies and sectors poised for growth.

50 ways to improve your finances in 2015

Date: December 17, 2014 00:58
The new year is the perfect time to hit "refresh" on your finances. Whether you need to update your insurance, revamp your budget or scale back some shopping habits, take some time to consider these 50 action steps. They can help you improve your finances over the next 12 months.

5 Money Truths the Rich Live By (and You Should Too)

Date: December 17, 2014 00:50
Since 2008, the number of millionaire households has steadily increased each year. According to the Wall Street Journal, in 2013 there were 53,000 new households having more than $1 million in liquid assets. We now know it's no longer true that you must inherit wealth, obtain an Ivy League degree, or make soul-crushing sacrifices in order to get rich, yet so few of us ever do. We also know that not many people get rich by earning a steady paycheck, being frugal, and saving diligently. So, what are the secrets the rich used to get there?

To Be Happy, Spend Money On Experiences, Not Possessions

Date: November 26, 2014 19:26
Buying more stuff will never make you happy, but running a Tough Mudder might. How young adults are driving the growth of the experience-based economy. Our generation takes a lot of flack from our elders for being lazy, coddled, entitled and (insert your derogative adjective here). Sure, there is truth to our critics’ claims...

Don't Forget These Year-End Retirement Planning Tips

Date: November 26, 2014 19:26
You only have a few weeks left to make a 401(k) contribution that will get you a tax deduction on your 2014 return. The deadline is also rapidly approaching for retirees to take required minimum distributions from their retirement accounts. Here’s a look at the retirement planning moves you need to make before the end of the year.

8 Tips To Help You Control Holiday Spending

Date: November 26, 2014 19:25
If you're not as worried about buying presents on time this holiday season as you are about what the extra spending is going to do to your credit card debt levels and bank balances, it might be time to toss away your current gift list and start over with thoughtful gifts that won't cause holiday stress. Think you can't get through the holidays without spending a fortune? Read on for some tips on how to make this season a spending holiday, rather than getting wrapped up in holiday spending.

Consider Trimming Stock-Market Winners

Date: November 26, 2014 19:25
With U.S. stocks back near record levels, investors should think about taking some chips off the table. Selling part of an investment that has done well is important to keep a portfolio in balance and to reduce the risk of highly valued stocks and mutual funds declining and taking an investor’s profits down with them, financial advisers say.

Good Time To Get Into War Machine Stocks

Date: October 30, 2014 18:54
Most political observers would agree that Barack Obama’s presidential election victory in 2008 was the product of an unprecedented alignment of factors, from his use of technology and social media, to the economy going into free fall under the Republican administration in autumn of that year.

Foreign Policy Blunders Are Creating New Opportunities For Investors

Date: October 29, 2014 22:53
Most political observers would agree that Barack Obama’s presidential election victory in 2008 was the product of an unprecedented alignment of factors, from his use of technology and social media, to the economy going into free fall under the Republican administration in autumn of that year.

5 Things to Watch on the Economic Calendar

Date: October 21, 2014 19:24
Economic trends to watch out for over the coming months.

4 Strategies for Boosting Your Social Security and Spousal Benefits

Date: October 21, 2014 19:21
Four strategies couples can use to help increase their combined Social Security income.

Apple Inc. Stymied by “Political Craziness” in China

Date: October 21, 2014 19:11
Apple Inc. (NASDAQ:AAPL) is coming up against the implacable might of the Chinese government in their efforts to get their newest iPhone models sold in the country, and it’s a fight that could prove very costly to their bottom line for the rest of this year. As Gerber Kawasaki CEO Ross Gerber told Fox Business News today, the delays are not of Apple Inc. (NASDAQ:AAPL)’s choosing, but are the unfortunate reality of doing business in the communist country at times.

Beating Our Enemies By Energy Independence

Date: September 30, 2014 17:03
It doesn’t take an international studies scholar to realize that the chaos level in the world is surging upwards. Sectarian violence in Iraq is on the rise once again. Syria is still mired in a bloody civil war with no end in sight. Russia continues to inflame tensions in Ukraine, even after its annexation of Crimea. And Israel and Hamas are once again clashing in Gaza.

Netflix Looks to the Old World for New Growth

Date: September 30, 2014 17:02
France, meet “Yeux Fous.” This month, Netflix (NFLX), the world’s largest subscription streaming video service, will offer the original series Orange Is the New Black and other programming to six European nations, including Germany and France. It aims to reduce its reliance on the U.S. market and establish global dominance before Time Warner’s (TWX) HBO Go and Amazon.com’s (AMZN) Prime Instant Video do.

Making Money In The Music Industry

Date: August 28, 2014 23:24
Last year, Jimmy Kimmel Live sent a crew to Coachella, the two-weekend music festival held in the middle of the Southern California desert, to ask attendees their opinions about various bands that would ostensibly be playing during the event.

The Under Forty Bucket List

Date: August 28, 2014 23:22
I'll admit it, I'm over forty now. Often, I think about the financial choices that "under forty" clients must make and the consequences of those decisions over a lifetime. I'm a big believer in saving for the future, but I also believe you should enjoy your life along the way. You can achieve both by creating savings accounts for different short, medium and long term goals as well as following proper financial planning. Here is my advice about things you should do before you turn forty.

Global Unrest May Actually be Helping the Economy

Date: August 28, 2014 23:20
While global strife, bloodshed and political infighting can be deeply unsettling, the sad reality is that they are hardly unusual. Indeed, epic power struggles are old as the human race. The good news for investors is that markets for the most part have usually been able to adjust and endure such events remarkably well, more often than not experiencing temporary gyrations but ultimately being resilient in the face of troubling headlines.

10 Tips To Supercharge Your Savings

Date: August 28, 2014 23:18
Most of us find saving difficult. That’s not surprising, as research shows our brains are hard-wired for immediate gratification. The flashy new car we can have right now has a lot more appeal than some vague notion of financial security later on. But there are ways to tilt the odds toward saving. Here are 10 simple but effective ways you can bolster your nest egg:

25 Signs You're Succeeding At Life (Even If It Doesn't Feel Like It)

Date: July 30, 2014 17:39
We’ve all had days, weeks, months and — for some — even years of dark days and depression. Whether we fall into ruts of self-sabotage, loneliness or insecurity, leading a happy, joyful life can sometimes feel like a chore. I often tell my students and coaching clients they're doing so much better than they give themselves credit for. Most of us are so busy trying to dodge life bullets, we forget to stop and appreciate the little victories.

Essential Financial Steps for Young Workers

Date: July 30, 2014 17:38
For 20-somethings who have recently landed a first job, the logistics of financial independence can seem daunting. It is never too early to start laying a solid foundation for your future. Here are some things young workers should be sure to take care of within the first five years of starting out:

Scoping Out The Next Crop Of Pre-IPO Social Media Companies

Date: July 29, 2014 23:35
The progression of social media companies and the outsized role they have come to play in the markets is undeniable. In the past two years, firms such as Facebook, Twitter and LinkedIn, along with a variety of other technology firms, were launched into the public markets, handsomely rewarding investors and helping indexes reach new highs.

Women: Take Control of your Finances

Date: June 25, 2014 19:25
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.

How to Raise Rich but Not Spoiled Kids

Date: June 25, 2014 18:52
I grew up in a wealthy suburb of Philadelphia — the kind of place where it wasn’t unusual for classmates to get brand new BMWs on their 16th birthdays. My parents didn’t get me a car when I got my license; they insisted I buy one with the paychecks I earned from my part-time jobs (which took a couple of years). We didn’t go on lavish cruises or European trips during school breaks, as many classmates did. And when I’d nag my mom to buy me the latest trendy fashion, she had no problem saying “no.”

Playing the Surge in California Real Estate

Date: June 25, 2014 18:50
On its face, the real estate environment seems like it’s in good shape. Not only are prices back up to – and in many cases eclipsing – pre-crash levels, but the number of foreclosures and underwater homeowners has fallen dramatically, especially in some of the harder hit areas around the country. Beneath the surface, however, danger is lurking as prospective buyers nationwide are finding it more and more challenging to find affordable housing.

Four Money Mistakes You Might Be Making

Date: May 29, 2014 18:44
Five years after the economic crisis led many Americans to re-evaluate their financial picture, economic uncertainty is still the norm. While there's little you can do about the shaky economy, you can help stabilize your own finances over the long term by evaluating what you're doing right ... and wrong. There's no guarantee, but avoiding these four money mistakes may help you survive and ultimately thrive in any economy.

6 Ways College Graduates Can Dodge Debt Trouble: Advice for the Class of 2014 on Credit Cards, Budgeting and Student Loans

Date: May 28, 2014 15:58
It’s critical that our kids have an understanding of how the world of finance works, and that a debit card isn’t a source of endless cash. Even if our college students graduate with a 4.0 grade point average, do they really possess the financial savvy needed in the real world? Here are a few lessons to pass along to college grads to ensure they have all the tools needed to officially enter the world of adulthood and finance—especially when it comes to keeping up with their bills and building a good credit history.

Plenty Of Gains Ahead For Companies Making Smartphones More Useful

Date: May 28, 2014 15:48
Whether it’s an ice cream parlor on the corner of Main Street or a multinational corporation worth billions, staying ahead of current trends – or at least adjusting to them – is crucial in today’s environment to achieve long-term success. Businesses that fail to innovate fall behind and then, more often than not, they fail. It’s the one constant that unites businesses across industries.

Retirement Rules of Thumb

Date: April 28, 2014 19:10
Because retirement rules of thumb are guidelines designed for the average situation, they'll tend to be "wrong" for a particular retiree as often as they're "right." However, rules of thumb are usually based on a sound financial principle, and can provide a good starting point for assessing your retirement needs. Here are four common retirement rules of thumb.

Law Of Diminishing Returns Hits Social Media Companies

Date: April 28, 2014 17:15
Beyond the sleek design and the HD screen, what do you see in a modern smartphone? Mostly a clutter of apps. Some apps play a vital role in everyday life, but many apps have little or no value at all. Amid this influx of new apps, there hasn’t been a parallel rise in the number of total users that are active on social media. The overall level of engagement per social media vehicle is being diluted. That means the same eyes are now looking at more apps for less time. This is not a great trend for the big social media companies and forces them to continue to acquire the next big app to protect their market share.

Americans Have Fallen in Love with Real Estate Once Again

Date: April 24, 2014 22:51
According to Gallup, Americans think real estate is the best long-term investment. Unfortunately, they're wrong. As the real estate market recovers, so does America's faith in housing as an investment. According to a Gallup poll released Thursday, a plurality of Americans now think of real estate as the "best" long-term investment, followed by gold, stocks and mutual funds, savings accounts/CDs, and bonds.

5 Surefire Ways to Get Taken by Identity Thieves

Date: April 24, 2014 20:17
Several years ago, I watched in amazement when the CEO of a major identity theft protection firm appeared in a series of commercials waving his Social Security card in the air, parading his Social Security number on a billboard through heavily populated urban areas and screaming his SSN through a bullhorn as a challenge to those who believed that he couldn’t protect it. As a result, he couldn’t protect it and became a 13-time victim of the crime. That’s what happens when you knowingly, willingly, almost joyfully put yourself out there as a target for hackers and identity thieves.

Saving Young People From Themselves

Date: April 24, 2014 20:08
Retirement is a financial obligation that today’s younger generations are not handling well. That may be through no fault of their own — they suffer from lower incomes, after being adjusted for inflation, and student debt that makes it a struggle to save. But regardless of the reason, the failure to save for retirement is setting up Americans in their 20s and early 30s for financially stressed golden years.

Entertainment Industry Looking Good

Date: March 25, 2014 16:35
Every year, Hollywood puts on its version of the Super Bowl, as the who’s who in the movie industry gathers in Los Angeles for the Oscars to honor the year’s best creative and cinematic achievements in the world of film. Just like the Super Bowl, the hype surrounding this event seems to get bigger and more intense with each passing year.

Business Succession Planning

Date: March 18, 2014 23:36
When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees, or an outside party? The key is to pick the best plan for your circumstances and objectives, and to seek help from financial and legal advisors to carry out this plan.

Finding Lasting Value in Social Media

Date: March 14, 2014 23:27
The increasing pervasiveness of social media is so evident that any discussion, column or news story about it has become clichéd.But amid Twitter’s recent IPO filing and with Facebook, Yelp and LinkedIn already having gone public, a new discussion has emerged concerning social media, and this time it’s one definitely worth having: Despite the sudden growth (all besides LinkedIn were established less than ten years ago) and the breakneck pace at which such platforms have signed up new users, are these companies worthy of investment or will they flame out like some of the once-hot tech firms, like for example Zynga or Groupon?

13 Tax Moves to Make Now: How to get organized for the tax year ahead

Date: March 07, 2014 20:08
Last year, Congress was so contentious in so many areas that legislators didn’t put much energy into personal-income-tax-related issues. So I wouldn’t hold out too much hope they’ll pass many of the so-called extenders on expiring provisions they usually do in January. On the plus side, that means it will be easier to make our new year’s tax resolutions for 2014.

Estimating Your Retirement Income Needs

Date: February 18, 2014 19:40
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.

How Grandparents Can Help Grandchildren with College Costs

Date: February 18, 2014 19:38
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what's predicted to be trillions of dollars over the coming decades.

How To Give Wisely and Well

Date: February 18, 2014 18:32
Giving to charity has never been easier. You can donate the old-fashioned way--by mail--but you can also donate online, by text, or through social networking sites. According to the National Center for Charitable Statistics, over 1.4 million nonprofit organizations are registered with the IRS. With so many charities to choose from, it's more important than ever to ensure that your donation is well spent. Here are some tips that can help you become both a generous and wise donor.

Of Tulips, Twitter And Other Bubble Phenomena

Date: February 18, 2014 18:31
One of the first historically recorded speculative bubbles happened with tulip bulbs in the Netherlands in the 1630s, when intense speculation caused an investor mania for the flower. Eventually, this mania drove the price of certain tulip bulbs to over ten times what a skilled artisan or craftsman might expect to earn over the course of a full year.

Time to Disrupt the Real Estate Industry

Date: February 11, 2014 23:34
Despite the prospect of rising interest rates, years of oversupply and falling prices, the real estate market has sprung to life in most of the country over the last year. Even in some of the areas that were hardest hit during the financial crisis – such as metro Las Vegas and parts of Southern California – home prices have rebounded to near pre-2008 levels, while housing starts are beginning to ramp up again.

Holding Equities for the Long Term: Time Versus Timing

Date: January 24, 2014 00:14
Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years.

WOW- GK's Women of Wealth Group

Date: January 23, 2014 22:00
We are in a new era where women are driven and career oriented. In fact, statistics show that in 40% of households, women are either leading or solo breadwinners. This is truly inspiring, but now creates a different demand in the financial planning space due to the unique challenges women face. It is not shocking that most women prefer to work with a female advisor, but because only 20% of all financial advisors are women, this group is severely under serviced. As a results, it was a natural progression for us to team up and create WOW, the Women of Wealth Group at Gerber Kawasaki. WOW’s mission is to build a community of empowered and educated women who want to feel secure and confident about their financial future.

7 Financial Mistakes Doctors Make

Date: December 13, 2013 00:05
In my many years of working as a financial advisor and helping many doctors’ families reach their financial goals, I have been asked numerous times to identify some of the biggest mistakes they make when it comes to finances. Here are the seven most common pitfalls.

Valuation isn’t Always About the Numbers

Date: December 03, 2013 18:01
Every day, asset managers make decisions concerning equities whose valuations can be difficult to judge. Certainly, relying on traditional quantitative metrics such as P/E ratio or earnings estimates is one way to determine when to hold or sell certain positions. But depending too heavily on such metrics has many shortcomings. Countless companies over the years have defied expectations – both for better and worse – based on P/E ratios, which are retroactive, or projected earnings, which can be unreliable given how quickly consumer trends can turn.

Finding Investment Upside During the Holiday Season

Date: December 03, 2013 17:59
While there have been some rough patches along the way, it has generally been a banner year for stocks. The U.S. market indexes all have experienced sharp increases through the first 11 months of 2013. With the holiday shopping season fast approaching, many investors are looking to ride an uptick in retail spending to achieve even more gains that will further pad their portfolios heading into 2014. Unfortunately, that may not be as easy as people think.

Stocks Regain Broad Appeal - Wall Street Journal 11/11/13

Date: November 27, 2013 20:17
Five years after the financial crisis, individual investors are piling into stocks again amid signs that the U.S. economy is slowly gaining steam. The buyers, many with investment portfolios that were scorched during the market meltdown, are climbing aboard a ride to new highs in the Dow Jones Industrial Average. But the renewed optimism among retail investors is considered by many professionals to be a warning sign, thanks to a long history of Main Street arriving late to market rallies. Mom-and-pop investors largely sat out the early years of the stock-market rebound, many of them still rattled by the 37% decline in the S&P 500 index in 2008. Meanwhile, institutions such as insurers fueled a broad rally by pouring cash into the market.

Pay Yourself First

Date: October 29, 2013 17:54
Most people make sure they have enough money to pay their bills - the mortgage, car, telephone, credit card, and other payments - each month. However, they often forget to write the most important check. Whether you are a teacher, a professional athlete, a student, or a business owner, the name on the first check you write each month should be your own.

What About Fido?

Date: October 29, 2013 17:53
I adopted my dog Marlow almost four years ago when he was about five weeks old. I don’t have any children, so he is the closest thing I have to a child. I know how much I love my dog and I am not the only one, considering how pet friendly our city is. Approximately 62 percent of US households have a pet. Today, many people consider their pets as part of their family and in some cases, pets have even replaced children. If you love and care for your pet like a member of your family, why haven’t you thought about the important role your pets play when planning your finances?

Looking at the Future of Television

Date: September 19, 2013 21:21
Every time we turn on our TVs, we scroll through 700 channels and switch between hardware choices, hoping for a day when it will be simpler to use and perhaps not require a remote control, let alone five. Could that day be coming soon? It's likely not a question of 'if.' It's more of a question of 'who?' and 'when?' And the answers are important, not only to viewers but to investors.

Investing in Your Future

Date: September 19, 2013 20:59
If you ask most successful and wealthy people in this country how they became wealthy, they will not respond by saying that it was because they made a good salary; they will say that they did it by investing their money, through calculated risks, and taking ownership in businesses. These three things are key to becoming wealthy!

Financial Advising in the Digital Age

Date: September 19, 2013 20:59
With the digital revolution that has occurred over the last two decades, it is clear we must not only adopt technology, but use it, daily, to effectively communicate in the digital age. There are some major challenges, however, that come with technology: over-reliance or under-utilization.

5 Things You Need to Know about Social Security

Date: September 19, 2013 20:58
For the next 18 years, an average of 8,000 baby boomers will turn 65 each and every day. One of the main questions on the minds of these boomers is when should I collect my social security? Here are 5 things to keep in mind when pondering this important decision.

Intense Combat in the Video Game Industry

Date: September 19, 2013 20:46
A gamer friend of mine asked me about the video game industry the other day. "I'm thinking about putting money into a couple video game companies I like. With all the interest in video games these days, I don't see how I can lose." After making it clear that 'investing in what you enjoy' versus 'investing in what you know' is typically a poor way to go about compiling a portfolio, I told him that I thought the sector looked attractive on the surface. The stocks of many of the major players have been on the rise over the last year, and the industry is underpinned by a young, somewhat affluent consumer base that has time and again shown a willingness to spend money on new games and hardware upgrades. Looks can be deceiving, I quickly added.

Ross Gerber Interviewed by Maria Bartiromo on CNBC

Date: September 19, 2013 20:45
Since the inception of Gerber Kawasaki and for the last 3 years, we have worked hard to build a firm that is transparent, focused on our clients’ needs and uses the latest technologies to monitor, track and communicate with you. When choosing investments, our approach revolves around researching, understanding and choosing companies and sectors that we believe in and that are dominant in their industries and transformative in their fields.

15 Ways to Save on Your Next Vacation

Date: July 09, 2013 01:37
Summer is about warm weather, good times and vacations. Proper planning and saving is key to enjoying your vacation without going into debt. Developing a short term savings plan for your annual summer vacation is smart financial planning. Here are some tips that can help you save money on your next trip.

A Nation of Economic Growth, Soccer and Endemic Corruption: The Past and Present Coincide in Brazil's Nationwide Protests

Date: July 09, 2013 01:04
One of my proudest moments as a teenager growing up in Brazil was in 1992 when we took to the streets in nationwide protests that ultimately led to the impeachment of a hopelessly corrupt President, Fernando Collor. That event marked the beginning of a socioeconomic revolution that provided the conditions necessary for Brazil's economy to surge forward in growth and become the 7th largest in the world today. But as the old cliche goes, the more things change, the more they stay the same. Fast forward 21 years and Brazilians are back on the streets protesting against the same core issues we were demonstrating against two decades ago: rampant political corruption, combined with a glaring lack of government investment in infrastructure, education, and public health.

Prescribing Financial Success for Doctors

Date: July 09, 2013 01:01
The demands on medical practitioners today are overwhelming. The landscape for health care delivery is constantly changing, and those changes are reflected in the financial issues that doctors face every day. You must continually educate yourself about new research in your chosen specialty, stay current on the latest technology that is transforming health care, and pay attention to business considerations, including ever-changing state and federal regulations.

Google Glass: Beware of Geeks Bearing Gifts

Date: July 09, 2013 00:52
When Google began the hype about Google Glass and showed us how it works, all I could do was shake my head in disbelief. Clearly, Google's "wearable computing" vision is badly blurred. It reminds me of the Segway, the ultra-dorky upright platform on wheels that was supposed to transform the transportation market, and instead became the vehicle of choice for security guards at large upscale shopping centers. These days, whenever I see somebody riding a Segway, all I can think is, "Why doesn't that geek ride a bike?"

Financial Planning: Helping You See the Big Picture

Date: July 03, 2013 17:39
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

Saving for College

Date: July 03, 2013 17:39
There's no denying the benefits of a college education: the ability to compete in today's competitive job market, increased earning power, and expanded horizons. But these advantages come at a price--college is expensive. And yet, year after year, thousands of students graduate from college. So, how do they do it?

Should You Pay Off Your Mortgage or Invest?

Date: July 03, 2013 17:39
Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your home free and clear is your need to invest for retirement, your child's college education, or some other goal. Putting extra cash toward one of these goals may mean sacrificing another. So how do you choose?

The Joys and Financial Challenges of Parenthood

Date: July 03, 2013 17:39
Children are special. There's nothing like them. They can be our sweetest blessing, as well as our biggest frustration. Most of all, however, they are our greatest responsibility, as well as our most important--and expensive--commitment.Whether you are a first-time parent or a veteran of refereeing sibling squabbles and who-put-the-empty-milk-carton-back-in-the-fridge inquisitions, parenthood can be both wonderfully rewarding and frighteningly challenging.

Choosing the Right Mortgage For You

Date: July 03, 2013 17:39
Like homes, home mortgages come in all shapes and sizes: short-term, long-term, fixed, adjustable, jumbo, balloon--these are all terms that will soon be familiar to you, if they're not already. There's a mortgage out there that's right for you.To figure out which one, though, you'll want to take into consideration such factors as your risk tolerance, the length of time you plan on staying in your home, whether you're looking for a mortgage with low up-front costs, and the size of the mortgage you need.

Addiction to Debt

Date: July 03, 2013 17:39
American credit card debt has grown from $355 billion in 1980 to $2.4 trillion in 2010 according to the Federal Reserve. That is a 576% increase in the last 30 years! Americans are spending money that they do not have and they are doing it at an accelerated rate. This is an alarming trend that has all the signs of a national addiction: an American addiction to debt.

5 Ways You Think You're Saving Money

Date: July 03, 2013 17:39
But you're NOT! In today's economy, everyone seems more conscientious about what they are spending, how much debt they have, and ways to save more. Maybe you've been reading articles about how to save pennies, dollars, or even more, but what if you're not really saving money at all? Here are 5 places where people think they're saving money, but they actually may be losing in the long run.

Something Positive about America!

Date: July 03, 2013 17:39
Who is currently investing in America? Everyone! Every day it seems like another country is either going broke, engaging in a civil war or being destroyed by a natural disaster. Is the world falling apart or is it going through a cleansing process? America is the wealthiest and most secure country in the world, yet a mere three years ago we were on the brink of financial destruction. I believe America is the best bet in the world.

The Best Holiday Gift is Financial Stability

Date: July 03, 2013 17:39
The holiday season brings thoughts of family, delicious food, gifts and January debt. We tend to throw logic out the window as we spend money buying gifts for loved ones as well as everyone else, on what seems to be, an endless holiday gift list. All of this is fun until January when we find ourselves exhausted, five pounds overweight and broke. Why do the holidays make us overindulge? I think it is because of group behavior - we see so many people doing the same thing. Unfortunately, it is easier to lose a few holiday pounds than it is to pay off holiday debts. This year could be different. This year you should give yourself and your family the gift of financial stability.

Holding Steady in the Eye of the Storm

Date: July 03, 2013 17:39
Anyone who has even a passing interest in financial news and the investment world knows that we are in a period of unusual events and uncertainty. Although some recent developments are unprecedented, and the headlines can be alarming, history counsels against overreacting. It's important to approach the tumult in the financial markets with an eye toward the practical and not the emotional.

Market Volatility: Looking for Opportunity

Date: July 03, 2013 17:39
In Chinese, the word "crisis" is composed of two parts. One symbolizes "danger"; the other represents "opportunity." If you can keep your head while people around you are losing theirs, you may be able to take advantage of remarkable opportunities. Though all investing involves risk, including the possible loss of principal, and there can be no guarantee that any strategy will be successful, your financial professional may be able to help you decide if any of the following may be appropriate for you.

Is The Media The Wolf At Your Door?

Date: July 03, 2013 17:39
I am amazed at how scary, technical and complicated the media portrays investing. Every day we hear "the sky is falling" scenarios from the pundits. Although we all know that conflict and drama sell news, we also know that distortion and exaggeration are detrimental to producing fair and balanced economic news. In today's current environment, I believe that the unbalanced and unrelenting negative coverage of economic news is hurting the country, and to some extent, creating a self fulfilling prophesy.

Brazil, The New Frontier

Date: July 03, 2013 17:39
When most people think of Brazil, they think of soccer, Carnival, and beautiful ladies walking down the beaches of Rio de Janeiro. What many people don't know is that Brazil is poised to overtake France and England as the world's fifth largest economy. The Brazilian economy's solid performance during the 2008 financial crisis and its strong and early recovery, including 2010 growth of 7.5% have contributed to this transition from a regional to a global power.

Planning for Special Needs Families

Date: July 03, 2013 17:39
The day parents get the diagnosis that their child has a special need, their whole world changes. What will this mean to my life and my child's life? Often the answer to that question is of-the-moment. Treatments, therapies, tests, and services. The list goes on and on, and may last one year, ten years, perhaps an entire lifetime. Planning typically falls to the wayside because there's always something that comes up.

Investment Discipline and Asset Allocation

Date: July 03, 2013 17:39
In the many years involved with investing and in my role as an investment advisor, I often get asked the question of what makes for a successful investment strategy. While no strategy is fool proof, one sure way to spread your risk and maximize your reward is through proper asset allocation.

What's Up With the 99%?

Date: July 03, 2013 17:39
What is this Occupy Wall Street movement? For several weeks we've watched a small group of people, who claim to represent 99% of the people, stage protests around the world. I am still wondering exactly what they are protesting. Are they mad at the banks for sinking the economy, creating tons of bad loans and creating financial WMD's? Are they mad at Wall Street for making so much money? Are they unhappy that capitalism is not fair to everyone? I'm not sure that I get it.

Tax Management Tips in Volatile Markets

Date: July 03, 2013 17:39
It is the goal of every investor to maximize total after-tax return given the risk level they are willing to accept. Unfortunately, we do not control how markets will perform, although that would be nice. We do control three other important variables that can have a direct impact on our after-tax results: our emotions, fees and taxes.

Gerber Kawasaki: Leader in Social Media

Date: July 03, 2013 17:39
Do you know that Gerber Kawasaki is a leader in social media in the investment community? Do you know we are on Facebook, Twitter and YouTube? Gerber Kawasaki offers information on a daily basis to our friends, fans and followers. If you are interested in our thoughts and viewpoints, looking for good articles to read or just want to know what's going on, Gerber Kawasaki is a unique resource for you.

Improve Your Financial Shape in 2012

Date: July 03, 2013 17:39
Lose weight. Exercise more. Save more money. These are the top three New Year's resolutions most people make every year. Although I can't help you lose weight or exercise more often, I can help you improve your financial shape in 2012. Follow these financial tips to get in shape - fiscal shape, that is. Failing to Plan is Planning to Fail: Individuals with established financial goals are at a decided advantage over those who merely react to events as they occur.

Betting On Horses or Stocks

Date: July 03, 2013 17:39
I've been managing client accounts for more than 17 years and one of the most interesting lessons I've learned is that people make the mistake of accepting an equal relationship between risk and reward. Clients hate to lose money, even one dollar. A simple way to understand risk and reward is to analyze the game of blackjack. On a typical hand you bet a fixed amount and if you win, you double your money. If you lose, you lose the entire bet. This is an equal relationship between risk and reward; in this case, it is 100%. One of the reasons people like to gamble is because of the thrill of winning, but they seem to discount the pain of losing.

Investing in Social Media Companies

Date: July 03, 2013 17:39
Social media companies are currently the rage in the investment world. Many of the top social media/new technology companies have gone public and many more are on the way. It always concerns me when clients start calling to ask about a hot IPO. Usually they are curious about the hoopla and want to know whether a company is a good investment. This usually is a bad sign, a sign of an over hyped investment. I want to point out several important facts that people should consider about social media/technology companies.

Changing Jobs? Take Your 401(k) and Roll It!

Date: July 03, 2013 17:39
If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.If you leave your job (voluntarily or involuntarily), you'll be entitled to a distribution of your vested balance. Your vested balance always includes your own contributions (pretax, after-tax, and Roth) and typically any investment earnings on those amounts. It also includes employer contributions (and earnings) that have satisfied your plan's vesting schedule.

Buying a Home

Date: July 03, 2013 17:39
There's no doubt about it--owning a home is an exciting prospect. After all, you've always dreamed of having a place that you could truly call your own. But buying a home can be stressful, especially when you're buying one for the first time. Fortunately, knowing what to expect can make it a lot easier.

Annuities - The base of your Financial Plan

Date: July 03, 2013 17:39
An equity-indexed annuity (EIA), also known as a fixed-index annuity, is a contract between you and an insurance company. You pay premiums in a lump sum or periodically, and the issuer promises* to pay you some amount in the future. The EIA issuer also provides a minimum guaranteed* interest rate on your premiums paid.

Will You Outlive Your Retirement Savings?

Date: July 03, 2013 17:39
Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out of your portfolio, whether from returns or the principal itself, is known as your withdrawal rate. Figuring out an appropriate initial withdrawal rate is a key issue in retirement planning and presents many challenges.

The Impact of Inflation on Our Lifstyle

Date: July 03, 2013 17:39
Inflation occurs when there is more money circulating than there are goods and services to buy. The process is like trying to attend a sold-out concert at the last minute; there is more demand for tickets than there are tickets to go around. As a result, tickets may trade hands for far more than their stated prices. When there's a lot of demand for goods and services, their prices usually go up. The law of supply and demand produces price inflation.

Myths and Facts about Social Security

Date: July 03, 2013 17:39
Myth: Social Security will provide most of the income you need in retirement. Fact: It's likely that Social Security will provide a smaller portion of retirement income than you expect.

The Power of Dividends in a Portfolio

Date: July 03, 2013 17:39
It wasn't so long ago that many investors regarded dividends as roughly the financial equivalent of a record turntable at a gathering of MP3 users -- a throwback to an earlier era, irrelevant to the real action. But fast-forward a few years, and things look a little different. Since 2003, when the top federal income tax rate on qualified dividends was reduced to 15 from a maximum of 38.6, dividends have acquired renewed respect.

The Challenges Women Face With Retirement

Date: July 03, 2013 17:39
Women face special challenges when planning for retirement. Because their careers are often interrupted to care for children or elderly parents, women may spend less time in the workforce and earn less money than men in the same age group. As a result, their retirement plan balances, Social Security benefits, and pension benefits are often lower. In addition to earning less, women generally live longer than men, and they face having to stretch limited retirement savings and benefits over many years.

We're Getting Married!

Date: July 03, 2013 17:39
As tax time looms around the corner, we think about how much we earned, what we would change, what we can improve on, and how to live our best lives. In some years we move, change jobs, buy new cars, etc. In other years, we may have landmark life changes. I like to classify these changes as events that require you to check off a new box on your taxes.

Life's Money Lessons

Date: July 03, 2013 17:39
My three-year-old niece has just started mimicking and playing monkey-see, monkey-do. Often, our early relationships with parents and other role models impact and shape our behavior as adults. One of the areas where this is most obvious is our relationship with money -- how we think of it, use it, and misuse it.

GKids Money & Me Program

Date: July 03, 2013 17:39
This fun-filled program has interactive activities and prizes designed to teach your kids about the basics of money -- saving, earning, budgeting, and charity. All activities are 1 1/2 hours and take place in Santa Monica. Space is limited to 10 families, so sign up now!

Interest Rates Double on Student Loans

Date: July 03, 2013 17:39
How many of you are paying off student loans? In my experience, some of my clients' school loans are large enough to be a house mortgage. Now imagine your monthly interest loan payment doubling in several months. As part of the Gerber Kawasaki family, we like to keep you updated on legislation that will have a large impact on many families.

The Business of Babies

Date: July 03, 2013 17:39
The high cost of having a baby rarely enters anyone's mind when living the single life. If you know that you want to have a family at some point in the future, it is critically important to know all of the costs involved in that decision. Becoming a parent is one of the most magical experiences of life. If you're blissfully ignorant about the expenses of pregnancy, birth and child rearing...

Five Common Investment Mistakes to Avoid

Date: July 03, 2013 17:39
I've been investing in the stock market since I was 13 years old and I've been a financial advisor and financial services executive for more than 18 years. Over the years, I've learned many investment lessons- sometimes the hard way. Many people believe that investing in individual stocks is a gamble they just can't win. Without a set of rules to increase the chances of growing a portfolio, many people fail at reaching their goals when investing in individual issue stocks. Certainly many Americans invest heavily in their company's stock, but investing in individual stocks is not for everyone.

5 Cures for a Lean Wallet

Date: July 03, 2013 17:39
You want your dentist to have clean straight teeth. You want your personal trainer to be fit and your nutritionist to eat healthy food. So I am sure you expect your financial advisor to be an expert at saving money, right? As a natural born spender, I have to admit that saving money does not come naturally for me. Here are 5 financial tips I learned in college after reading the "The Richest Man in Babylon" by George Clason that still help me to this day:

Money Q and A for College Graduates

Date: July 03, 2013 17:39
1) Just coming out of school, I have $10,000 in student loans. Should I put as much as I can a month to the loans to get them done? It depends. It depends on what the interest rate is on your student loans. If you have a low interest rate on your student loan debt (i.e. 4%), it may be in your best interest if you continue to pay the minimums on your student loan debt. If you can save every month, invest that money and earn a rate of return greater than 4%, it may be more advantageous for you to pay the minimums on your student loan debt and save and invest the rest.

Learning from athletes that go broke

Date: July 03, 2013 17:39
How often do we read stories of multimillionaire athletes losing all of their money? Although they have amazing opportunities, somehow many successful athletes end up blowing it all. Why does this happen when the typical person earns approximately two million dollars over the course of their lifetime, yet many athletes earn substantially more than that amount on an annual basis and still end up broke? It is hard to feel sorry for people who squander great wealth, but analyzing the common misperceptions about why super rich people go broke may provide important lessons for everyone.

How to Handle Your Boomerang Baby

Date: July 03, 2013 17:39
You scrimp, you save, and you sacrifice all your time to ensure you have raised the best child that you could. Your proudest moment is the day that your darling daughter graduates college. She's a full-fledged adult now, able to be independent, have a job, her own apartment, her own car payment, everything she ever dreamed of when you packed her off to college. Until, that is, she asks to come back and live with you.

It Makes Sense To Start Your Financial Plan

Date: July 03, 2013 17:39
Remember when you were in college, when you were frugal and trying to balance books, tuition and happy hours? Now fast forward past graduation, your first job and a couple of raises. Are you still the frugal undergrad you once were? Most of my clients love spending their new found income because they find it greatly exceeds their bills, but your 20's and early 30's are actually the best time to save and get ahead in life. There is no better time than now to create a financial plan.

The State of Retirement in America

Date: July 03, 2013 17:39
Over the last 20 years many things have changed with retirement. Much of this has to do with the unsustainable lifestyle cost of people living until 85 and the ever rising cost of health care. There was also a shift away from the concept of lifetime employment with one company, lifetime marriages and traditional mortgages. All these changes destroyed the traditional retirement path. The baby boomers are the first generation never to retire in America. Baby Boomers are so woefully unprepared for retirement and they have all the familiar excuses; the kids' education costs, the housing crisis, bad stock markets, job changes and divorce. The result is a generation of Americans that will live the longest in history but with a rapidly declining standard of living.

6 Excuses for Not Saving for Retirement

Date: July 03, 2013 17:39
We have all heard them and most of us have had occasion to give a few. Excuses are a means of rationalizing behavior we think may be controversial. For those on the receiving end, they can be a source of humor or disgust. One thing is for certain, people have a lot of excuses for not saving for retirement. Here are six of them:

Ways to Play Real Estate's Bust to Boom

Date: July 03, 2013 17:39
Many families in America are looking to buy a house now that the real estate market is improving and banks are lending again. While it is exciting to ultimately buy your dream home, most people are learning that the real estate market is very difficult and frustrating at this time. Although homeowners are excited to see the values of their homes increase, buying a new house is more challenging than ever. Many houses on the market are getting multiple offers at higher prices, all cash bids or are vastly overpriced.

Many People Don't Plan for the Reality of Retirement

Date: April 17, 2013 23:48
Many of us aren't addressing the realities of retirement planning. Here are some of the worst mistakes being made today.

Time Isn't on Baby Boomers Side

Date: April 17, 2013 23:03
Nearly 80 million baby boomers are rapidly approaching retirement age and many of them have a problem, a very BIG problem. The problem stares them in the face every month when they look at their retirement plans, savings accounts, and brokerage statements. That problem is money, or more precisely, the lack of it.

Retirement Plans for Small Businesses

Date: January 08, 2013 00:07
If you're self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future. And you'll be in good company--over 1 million small businesses with 100 or fewer employees currently offer workplace retirement savings plans.