Gerber Kawasaki

10/15/2026

Beyond the pink ribbon. 💗

This Breast Cancer Awareness Month, Kaytlin Hall shares a powerful story: how financial planning gave one family the freedom to make life-changing health decisions — and break a BRCA1 cycle for the next generation.

Financial planning isn't just about growing wealth. It's about having options when it matters most.

Read her full article here.

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Beyond the Pink Ribbon: Protecting Your Health, Your Wealth, and Your Future By Kaytlin Hall October is Breast Cancer Awareness Month, and while we often associate this time of year with pink ribbons, fundraising walks, and reminders to schedule mammograms, the meaning behind this month goes much de

10/14/2026

Most executives have a 10b5-1 plan. Almost none of them can explain what it is.

The name says nothing, yet it sits between you and some of your most valuable equity.

Hatem Dhiab, CFP® gives it the rebrand it deserves: the ASP (Automatic Selling Plan). Here's how to build one that actually works with your taxes, timing, and long-term goals. 👇

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10/14/2026

Big news 🎉 GK President & CEO, Ross Ge**er, is taking over Market Hang on Yahoo Finance everyday this week! Tune in each day at 9:30 AM PST to hear his latest takes as Ross breaks down markets, money, and what's next in technology that is changing America.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

10/13/2026

The future of LA starts with showing up. 🗳️

Join Ross Ge**er and Hatem Dhiab for The Future of LA: Get Out to Vote Rally, a candid conversation about getting Los Angeles back on track, the issues shaping our city, and why your vote matters right now.

Featuring John McKinney, candidate for LA City Attorney, in conversation with LA City Councilwoman Traci Park, moderated at our Main Street office.

📅 Tuesday, October 20
⏰ 5–7 PM
📍 Ge**er Kawasaki | Main Street, Santa Monica

Small bites and drinks provided by Joliet!

RSVP here: https://partiful.com/e/rImHw5DDlj5r5ElEi9Ic

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Ready to take the next step with your finances? DM us or call our office at (310) 441-9393 to connect with a Ge**er Kawasaki advisor today.⁠
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

10/12/2026

AI has a PR problem, and we're talking about it LIVE. 👀

This Thursday 10/15 @ 5:30 PM: Hatem Dhiab & Ayal Shmilovich take the LA Tech Week stage with Ross Ge**er on AI, IPOs, and what it all means for investors. Plus a surprise guest.

📍 2437 Main St, Santa Monica • 🎟️ RSVP link in bio

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Ready to take the next step with your finances? DM us or call our office at (310) 441-9393 to connect with a Ge**er Kawasaki advisor today.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

10/12/2026

The consensus is clear: the question isn’t “if,” it’s “when.” GK President and CEO Ross Ge**er joins Yahoo Finance to draw comparisons between the modern AI buildout and the railroad boom of the nineteenth century, and why he doesn’t see the potential failure of a handful of AI companies as cause for concern.

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Ready to take the next step with your finances? DM us or call our office at (310) 441-9393 to connect with a Ge**er Kawasaki advisor today.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

10/09/2026

Inheriting an annuity sounds simple, until it isn't.

Our own Mia Samson, Ge**er Kawasaki Wealth Advisor, breaks down the 9 biggest mistakes people make when inheriting an annuity: missed deadlines, surprise tax bills, the SECURE Act's 10-year rule, and why there's no step-up in basis.

Her advice? Before you move the account or take a big withdrawal, talk to an advisor who knows the rules. The decisions you make early on are hard to undo.

Read the full piece here:
https://www.linkedin.com/pulse/9-mistakes-avoid-when-inheriting-annuity-mia-samson-gerberkawasaki-egjye



Ready to take the next step with your finances? DM us or call our office at (310) 441-9393 to connect with a Ge**er Kawasaki advisor today.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

9 Mistakes To Avoid When Inheriting an Annuity By: Mia Samson Receiving an annuity after someone passes away might seem pretty straightforward. You inherit the account, figure out what you want to do with the money, and move on.

10/08/2026

With Meta's Muse demonstrating the efficiency gains offered by agentic AI, GK President and CEO Ross Ge**er joins Yahoo Finance to lament the fact that Apple still hasn't entered the AI agent race.



The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

10/08/2026

What happens to your digital life when you’re gone?

In his latest article, Ge**er Kawasaki Managing Partner Zachary Bainter, CFP® breaks down Apple’s Legacy Contact feature, why it’s an important part of digital estate planning, and how to set it up in just a few steps.

A simple step today can help protect the digital memories that matter most.

Read the full article to learn how to set up a Legacy Contact on your iPhone:
https://www.linkedin.com/pulse/what-legacy-contact-why-should-every-iphone-user-set-one-n98te

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

WHAT IS A LEGACY CONTACT AND WHY SHOULD EVERY IPHONE USER SET ONE UP? A step-by-step guide to Apple's digital estate planning feature By: Zachary Bainter We plan for a lot of things in life, but rarely for what happens to our digital lives after we're gone. Photos, messages, notes, documents; decade

10/08/2026

GK's Family Fun Day is this Saturday! 🍂 Oct 10, 9am - 12pm at Shawn's pumpkin patch in Culver City. Carnival rides, petting zoo, face painting plus so much more… and it's FREE!

Link in bio to RSVP 🎃

Ready to take the next step with your finances? DM us or call our office at (310) 441-9393 to connect with a Ge**er Kawasaki advisor today.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.