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›
Powers of Appointment - The Swiss Army Knife of Estate Planning
S&P 500 Notches Five-Day Losing Streak as Investors Mull Path for Rates
“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...
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Assorted Ethics-Based and Related Legal Conundrums for Estate Planning Professionals
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›
Q4 Investment Update (Recording): Navigating the Economy and Outlook for Positively Performing Sectors
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›Qualified Retirement Plans and IRAs – What You Can and Can’t Do
Attend a CE course that covers the potential opportunities and challenges regarding estate planning. An objective to effectively managing ... Read More›
Market Review Q3 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›
What's the Outlook for the Housing Market Potential for the Rest of 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›
Stocks Defy Logic in a See-Saw Week Riled by Inflation
“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...
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Stock Losses Deepen, Yields Rise on Inflation Woes: Markets Wrap
“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..."
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Legitimate and Effective Asset Protection Planning
Join us for a CE course for estate planning attorneys and CPAs. Asset protection planning can greatly... Read More›
Economic and Housing Market Outlook (recorded)
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›
Join First American Trust at ALTA ONE 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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