C’mon, dude, we’re shredding the index-plus-alpha!

In his first-ever guest appearance on Future Money, GK President and CEO Ross Gerber joins Managing Partners Ayal Shmilovich and Hatem Dhiab to talk about the disastrous Situational Awareness collapse, surfing as an apt analogy for investing, and the thematic investing approach that sets Gerber Kawasaki apart from its contemporaries.

What happens when an unexpected expense hits and the market is down?

In his latest article, Gerber Kawasaki Wealth Advisor Jimmy Bisharat explains why maintaining adequate liquidity can help protect your long-term investments and give you flexibility when life throws you a curveball.

Invest for the future. Keep cash for the unexpected.

Thematic investing has a paradox: you can be completely right about the trend and still lose money on the investment. In his latest piece, GK Managing Partner Hatem Dhiab breaks down why; and it comes down to three separate bets investors have to win, not just one. We look at what 20 years of thematic fund data actually shows, why so many of these funds quietly disappear, and where the real economics of the AI buildout are settling. Being right about a theme is only step one.

Tax-free back-to-school shopping sounds great… but there may be a bigger tax break hiding in the fine print.

In his latest article, GK Wealth Manager Brett Sifling, CFP®, CEPA® breaks down which states still have sales tax holidays, what actually qualifies, and the education tax benefits families may be overlooking.

From tax-free laptops in Florida to newly expanded 529 benefits, Brett covers the details that could make a much bigger difference than a few tax-free T-shirts. 👀

A 24-year-old built a $45B AI hedge fund in under two years... then watched leverage wipe it out in weeks. Gerber Kawasaki CEO, Ross Gerber, says it best: the goal isn't to get rich fast, it's to build wealth you can actually keep. Buffett proved it for 60 years by doing the "boring" thing: patience, discipline, never overleveraging. Turns out, boring compounds.

GK President and CEO Ross Gerber joins Jim Sciutto of CNN's The Brief to give his thoughts on the heavy CapEx spending at SpaceX, the growth opportunity for AI stocks, and why he's not concerned by Elon Musk splitting his leadership between three companies.

SpaceX insiders are getting their first opportunity to cash out, but the biggest decision isn't whether you can sell, it's whether you should.

As the first lock-up period expires, MarketWatch turned to Gerber Kawasaki Wealth Advisor Ben Rosbach for insights on navigating volatility and the financial decisions employees may face as additional shares are unlocked.

Read the full article below!

What will you do when your SpaceX shares become liquid?

The answer isn't as simple as "sell" or "hold."

Gerber Kawasaki Wealth Advisor Jimmy Bisharat breaks down the key considerations every SpaceX employee should think through before making one of the biggest financial decisions of their career.

Read the full article below. 👇

With the first in a series of SpaceX lockups is set to expire, insiders and employees are now faced with a difficult decision of what to do with their share of the hottest IPO of the decade. Wealth Advisor Jimmy Bisharat breaks down what to expect, and explains why the right move is often less obvious than simply holding or selling.

Did you know your Bronze or Catastrophic health plan might now qualify you for an HSA?

Thanks to a new provision in the One Big Beautiful Bill Act, more ACA marketplace plans are now HSA-eligible starting in 2026. This opens the door to a rare triple tax benefit: pre-tax contributions, tax-free growth, and tax-free withdrawals for medical expenses.

If you're on one of these plans, this could be a simple way to lower your taxable income while building long-term savings. Read more below👇

GK President and CEO Ross Gerber joins Bloomberg's Romaine Bostick to provide his instant reaction to the SpaceX Q2 earnings report, thoughts on the business relationship between SpaceX and Nvidia, and expectations for the future of the SpaceXAI datacenter buildout.

This week, GK Managing Partner Ben Dunbar and Wealth Advisor Kaytlin Hall are teaming up to talk about the newest child savings plan on the block: the 530A Plan, or “Trump Account.” Together, they break down the benefits of saving early, explain who is eligible for the widely touted $1000 seed, and the downsides that parents should consider before opening an account.