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.

Q2 Investment Update (recording): An Economy In Transition And Battling Inflation

By Trust Matters Editor on May 20, 2022

“...It's obviously a difficult time for the markets and part of that is our economy is a little bit in transition...not just our economy, but a global economy as well...,” stated Jerry Braakman.

Jerry Braakman, President and Chief Investment Off... Read More›

Investments Investment Webinars

Brutal Stock Selloff Is A Multitude Of Bear Cases Coming True

By Trust Matters Editor on May 11, 2022

“In a lot of ways, it’s following a typical playbook,” said Jerry Braakman, chief investment officer and president of First American Trust in Santa Ana, California.

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Investments

Stock Bulls Embrace Rosy Estimates That Tend To Buckle In Crises

By Trust Matters Editor on May 11, 2022

To Jerry Braakman, chief investment officer and president of First American Trust, it makes sense the market has dropped almost 15% since the start of the year. “Stocks trade on the future,” he sai... Read More›

Investments

Estate Planning For And Administration Of Digital Assets

By Trust Matters Editor on April 29, 2022

Join us for a CE course for estate planning attorneys and CPAs. The deployment and use of so-called digital assets has proliferated at... Read More›

Continuing Education

California’s Little Known Gold Nugget For Retirement Preservation – The Private Retirement Trust

By Trust Matters Editor on April 28, 2022

Exemption planning is a safe and effective protection solution for wealth preservation and is fundamental to estate planning. With exemption planning, you can properly prepare for the next financial disaster, regardless of whether it is self-inflicted ... Read More›

Continuing Education

Market Review Q1 2022

By Trust Matters Editor on April 28, 2022

 

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Investments

Proposition 19: A Shift In The Focus Of Real Property Tax Protections For Californians

By Trust Matters Editor on April 28, 2022

Whether you voted for it or against it, Proposition 19 is likely to impact you or a family member at some point in your life. This controversial proposition, passed in November 2020 by a majority vote of 51.1%, amended the California Constitution and i... Read More›

Continuing Education

Non-tax Aspects Of Business Succession Planning

By Trust Matters Editor on March 24, 2022

Join us for a CE course for estate planning attorneys and CPAs. Closely-held business equity presents unique challenges for an estate planne... Read More›

Continuing Education

Stocks End Losing Streak As S&p 500 Rallies 2.6% - Wsj

By Trust Matters Editor on March 10, 2022

“People have to be very cautious here in chasing this dip, especially as these economic impacts and fears start affecting our economy as well through consumer confidence,” said Jerry Braakman, President and Chief Investment Officer of First American Tr... Read More›

Investments

New Influences In The Financial Market (recorded)

By Trust Matters Editor on March 9, 2022

UC Irvine Professor Christopher Schwarz, Ph.D. and First American Trust President and CIO, Jerry Braakman discuss a wide range of topics regarding the factors that are shaping our financial world today. Some of the topics include:

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Executive Webinar Investments

Stocks Fall, Oil Leaps As Ukraine Crisis Deepens - Wsj

By Trust Matters Editor on February 28, 2022

“As we continue to isolate Russia because of their actions, there will be some turmoil in the markets,” said President and Chief Investment Officer, Jerry Braakman. The increasing tensions over the invasion of Ukraine is influencing the economy in many... Read More›

Investments

What May Be In Store When The Irs Knocks On Your Door

By Trust Matters Editor on February 25, 2022

Join us for a CE course for estate planning attorneys and CPAs. The federal government has overarching powers to collect tax debts that far surpass the collection mechanisms available to ordinary creditors. Knowing what these powers are an... Read More›

Continuing Education