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›

“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›

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›

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:

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

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›

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›

“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›

“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›

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

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›

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