Trust Matters
Welcome to the First American Trust media center. Our experts discuss topics ranging from estate planning to investment outlook. Be sure to look for upcoming events and register for live participation.

Join First American Trust At Alta One 2022!

By Trust Matters Editor on September 23, 2022

We’re looking forward to connecting with you at the 2022 ALTA ONE conference October 11-14 in San Diego, CA.

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Investments

Economic And Housing Market Outlook

By Trust Matters Editor on September 16, 2022

Higher mortgage rates have reduced affordability and cooled the housing market, while economic uncertainty has added to buyer hesitation. Join Odeta Kushi, Deputy Chief Economist for First American Financial Corporation, as she discusses the state of t... Read More›

Executive Webinar

Softpro Releases New Integrations With First American

By Trust Matters Editor on September 8, 2022

“We are very excited about the integration with SoftPro Select,” commented Sheri Olsen, First American Trust national director banking services. “This integration allows agents to manage daily banking responsibilities directly in their SoftPro platform... Read More›

Banking Services

Investors Are Pouring Into U.s. Stocks To Avoid Greater Turbulence Overseas

By Trust Matters Editor on September 8, 2022

Jerry Braakman, president and chief investment officer of First American Trust in Santa Ana, Calif., said he is seeking safety in the U.S. Treasury bonds, cash and defensive stock sectors this year. He isn’t looking to add to his international equity e... Read More›

Investments

Stocks End Lower, Yields Rise After Powell's Hawkish Remarks

By Trust Matters Editor on August 31, 2022

“They’re not so concerned about heading into a recession as they are in combating inflation—so that makes for a very dangerous setup,” said Jerry Braakman, president and chief investment officer of First American Trust in Santa Ana, California.”
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Investments

Mechanics And Strategies For Resolving Trust Disputes

By Trust Matters Editor on August 25, 2022

Join us for a CE course for estate planning attorneys and CPAs. A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. For... Read More›

Continuing Education

Q3 Investment Update (recording): Bear Market Bounce Or Starting A New Bull Market?

By Trust Matters Editor on August 16, 2022

"…If you try to book an airline ticket, it's still quite expensive, and that's why it doesn't feel like a recession yet. Hopefully we don't get there. Technically, we may be in one, but it doesn't really feel like it because nominally things are still ... Read More›

Investments Investment Webinars

4 Ways To Ease The Bear Market’s Pain

By Trust Matters Editor on August 3, 2022

“What you don’t want to do is panic and harm your long-term finances by making portfolio moves driven by fear and emotion that will put you deeper in a hole. What’s past is past. Your job is to minimize the damage of the market downturn and look ahead.... Read More›

Investments

Compounding Complications In Charitable Giving

By Trust Matters Editor on August 2, 2022

Join us for a CE course for estate planning attorneys and CPAs. Outside the context of outright gifts o... Read More›

Continuing Education

Gift Now Before Time Runs Out

By Trust Matters Editor on July 28, 2022

Our tax laws are in a state of flux. Among many potential changes is the possibility of losing a large portion of the $12.06 million (or the $24.12 million for a married couple) estate and gift tax exemption along with other tried and true gifting stra... Read More›

Investments

Market Review Q2 2022

By Trust Matters Editor on July 28, 2022

The first half of 2022 was the worst stretch for markets in almost 50 years, with a significant sell-off in stocks and bonds. All major asset classes are down for the year except commodities, although signs of commodity weakness are also beginning to m... Read More›

Investments

Wall Street Ends Winning Week With Mixed Close On Jobs Data

By Trust Matters Editor on July 11, 2022

“You can’t just raise rates and reduce the balance sheet without it doing the opposite of what it did before,” said Jerry Braakman, chief investment officer of First American Trust. “When you do th... Read More›

Investments