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): Market Review and Outlook

By Trust Matters Editor on June 10, 2024
“…at the beginning of this year, there was an expectation and truly that expectation has been in the market for probably 18 months or so that we would potentially be facing a recession and economic slowdown. [Since that] was being priced in the market, one of the reasons the markets performed very well last year is that the expectation of the ... Read More

Investment Webinars

Unmasking the Corporate Transparency Act

By Trust Matters Editor on April 29, 2024
Act I: The Masquerade Begins Historically, the U.S. corporate landscape resembled a grand masquerade ball. Behind masks of "LLCs" and shadowy subsidiaries, some took to financial mischief ranging from money laundering to downright fraudulent enterprises. In a move to lift these veils, Congress enacted the Corporate Transparency Act (CTA) in ... Read More

Investments

Market Review Q1 2024 and Outlook

By Trust Matters Editor on April 29, 2024
Global equities continued to roar ahead in Q1-2024 buoyed by the resilient U.S. economy and ongoing investor infatuation with all things AI which powered technology stocks globally. Government bonds generally declined as slowing U.S. disinflation and stronger GDP growth pushed Treasury yields higher and prompted a reappraisal of expectations for ... Read More

Investments

Considerations for Wealth Planning - Taxes

By Trust Matters Editor on April 17, 2024
It’s that time of year again…yes, it’s tax season, which are due this year on April 15th (unless you file for an extension)! Key Takeaways It’s important to know where you fall in the current tax. Recent standard deduction increases may make it easier for you to file your taxes in the future. With 401(K) contribution limit increases in 2024, it’s ... Read More

Investments

Fortune 100 Best Companies to Work For® in 2024

By Trust Matters Editor on April 4, 2024
We are proud to be named to the Fortune 100 Best Companies to Work For® in 2024 list. Read More

Company News

New Influences in the Financial Market - Executive Webinar with Christopher Schwarz

By Trust Matters Editor on April 2, 2024
Christopher Schwarz, Ph.D., UC Irvine Professor and Faculty Director, and Jerry Braakman, First American Trust President and CIO, engage in a wide-ranging conversation about what is shaping our financial world. Watch this video recording to learn more about the following topics: Read More

Investments

Q1 Investment Update (recording): Market Review and Outlook

By Trust Matters Editor on February 15, 2024
“…2023 was, was a great year for equities. The S&P 500 was up 26%, the Nasdaq was up 45%. Even the Russell 2000 small caps are up 17%, and bonds put up respectable mid-single digit returns as well. You're probably wondering how this all happened. Everyone was worried about a recession, and ironically that helped the setup,” said Scott Dudgeon. ... Read More

Investment Webinars

First American Financial Corporation Recognized as Top Employer at Chapman University

By Trust Matters Editor on February 15, 2024
First American Financial Corporation was recognized as one of Chapman University’s Top Employers of 2024. Read More

Investments

Understanding Required Minimum Distributions

By Trust Matters Editor on February 15, 2024
During the past three years, the retirement industry has experienced unprecedented changes. For industry professionals, like those of us at First American Trust, it is a complex task to understand and digest all of these changes. For the consumer, we know it is even more challenging. A Required Minimum Distribution (RMD) is the amount that must be ... Read More

Investments

IPSF 2023 Top 100 Corporate and Community Partners

By Trust Matters Editor on February 9, 2024
First American Trust is proud to be recognized by Irvine Public Schools Foundation (IPSF) on its annual list of Top 100 Corporate and Community Partners Supporting Education Excellence. On the IPSF Top Companies list, First American Trust is joined by organizations such as Experian, FUTEK, Google.org, and Hoag Orthopedic Institute. These companies ... Read More

Company News

Market Review Q4 and 2024 Outlook

By Trust Matters Editor on January 24, 2024
Global equities and bonds rose in the fourth quarter of 2023, capping a year of outsized gains in the former and avoiding another year of negative returns in the latter. The broad fourth quarter rally across risk assets was driven by a dramatic change in Federal Reserve tone from continued monetary tightening toward potential upcoming rate cuts on ... Read More

Investments

S&P 500 Falls Short of Record Despite Weekly Gain

By Trust Matters Editor on January 17, 2024
“Our concern is with market valuations, especially right at record highs, when the economy is not as strong as it was,” said Jerry Braakman, chief investment officer at First American Trust. Read More

Investments