“...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›

“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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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›

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›

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›

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›

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›

“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›

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:

“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›

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›