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.

Powers of Appointment - The Swiss Army Knife of Estate Planning

By Trust Matters Editor on December 14, 2022

Among the most useful tools at an estate planner’s disposal is a power of appointment. There’s an almost infinite variety of powers of appointment, and they can b... Read More›

Continuing Education

S&P 500 Notches Five-Day Losing Streak as Investors Mull Path for Rates

By Trust Matters Editor on December 8, 2022

“How long can the consumer stay strong in light of this monetary policy? said Jerry Braakman, president and chief investment officer of First American Trust in California."

Read more about why investors are... Read More›

Investments

Assorted Ethics-Based and Related Legal Conundrums for Estate Planning Professionals

By Trust Matters Editor on November 18, 2022

The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate pl... Read More›

Continuing Education

Q4 Investment Update (Recording): Navigating the Economy and Outlook for Positively Performing Sectors

By Trust Matters Editor on November 8, 2022

Jerry Braakman, President and Chief Investment Officer, and Jason Nerio, Director of Investment Research & Strategy share their insight on current business cycles and market trends. Watch this video to learn more about the following topics:

Read More›

Investments Investment Webinars

Qualified Retirement Plans and IRAs – What You Can and Can’t Do

By Trust Matters Editor on October 26, 2022

Attend a CE course that covers the potential opportunities and challenges regarding estate planning. An objective to effectively managing ... Read More›

Continuing Education

Market Review Q3 2022

By Trust Matters Editor on October 26, 2022

After the worst first-half performance for markets in almost 50 years, the third quarter of 2022 got off to a strong start driven by a “peak inflation” and “peak Fed hawkishness” narrative. Stocks and bonds rallied in tandem throughout July and into Au... Read More›

Investments

What's the Outlook for the Housing Market Potential for the Rest of 2022?

By Trust Matters Editor on October 26, 2022

Housing market potential sagged to its lowest point since May 2020 in September, falling 3.6 percent from August to an estimated 5.38 million at a seasonally adjusted annualized rate (SAAR). Year over year, the market potential for existing-home sales ... Read More›

Economy Housing Investments

Stocks Defy Logic in a See-Saw Week Riled by Inflation

By Trust Matters Editor on October 17, 2022

“When you look at bear markets and economic turmoil, markets get a little bit irrational, and sometimes do the opposite of what you expect,” Jerry Braakman, chief investment officer and president of First American Trust, said in an interview.”

L... Read More›

Investments

Stock Losses Deepen, Yields Rise on Inflation Woes: Markets Wrap

By Trust Matters Editor on October 14, 2022

“A lot of investors are looking at inflation to get guidance on what the Fed is going to do, to find the bottom in the market once the Fed pivots,” Jerry Braakman, chief investment officer and president of First American Trust..."

Read more abou... Read More›

Investments

Legitimate and Effective Asset Protection Planning

By Trust Matters Editor on October 5, 2022

Join us for a CE course for estate planning attorneys and CPAs. Asset protection planning can greatly... Read More›

Continuing Education

Economic and Housing Market Outlook (recorded)

By Trust Matters Editor on September 28, 2022

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

Executive Webinar

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