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.

Recent Posts by Trust Matters Editor

Fortune 100 Best Companies to Work For® 2026

By Trust Matters Editor on April 9, 2026
We’re excited to share that First American has been recognized as one of the Fortune 100 Best Companies to Work For® in 2026. Read More

Company News

ALTA Renews TrustLink™ as Elite Provider for 2026

By Trust Matters Editor on April 8, 2026
Washington, D.C., March 30, 2026 — The American Land Title Association (ALTA), the national trade association of the land title insurance industry, announced it has renewed TrustLink™ as an ALTA Elite Provider for 2026. Read More

Company News

ALTA Renews First American Trust as Elite Provider for 2026

By Trust Matters Editor on March 27, 2026
Washington, D.C., March 25, 2026 — The American Land Title Association (ALTA), the national trade association of the land title insurance industry, announced it has renewed First American Trust, a federal savings bank, as an ALTA Elite Provider for 2026. “The ALTA Elite Provider Program recognizes service providers that demonstrate a strong ... Read More

Company News

First American Trust Recognized as a Top Companies Supporting Educational Excellence

By Trust Matters Editor on February 18, 2026
First American Trust is proud to be recognized by Irvine Public Schools Foundation (IPSF) on its annual list of Top Companies Supporting Educational Excellence. This recognition reflects our ongoing commitment to investing in the future of our students, schools, and community. Read More

Company News

2026 Retirement Account Updates: What the New Rules Mean for Your Retirement Plan

By Trust Matters Editor on February 2, 2026
As we move into 2026, several important changes affecting retirement accounts are now in effect. While the headlines may suggest sweeping reform, the real impact for most investors will come from how these rules interact with income planning, taxes, Medicare, and estate goals. Below, we summarize the most relevant developments—and, more ... Read More

Investments

Market Review Q4 2025 and Outlook

By Trust Matters Editor on January 30, 2026
2025 was a very good year for global financial markets, featuring strong performance across major asset classes, including domestic and international equities, bonds, and precious metals. Despite bouts of significant geopolitical turmoil, including sharp changes in U.S. trade and tariff policies, escalation in the U.S.-China rivalry, and armed ... Read More

Investments

On the Road to Recovery? The 2026 Housing Market Outlook.

By Trust Matters Editor on December 30, 2025
Mortgage rates have retreated from their highs, offering a bit more breathing room for buyers. Applications and sales have lifted off the floor, but the market isn’t back to a familiar groove. The Federal Reserve is threading the needle—finishing the job on inflation while trying to keep the labor market intact. A “frozen” jobs landscape, with ... Read More

Investments

Q4 Investment Update (recording): Market Review and Outlook

By Trust Matters Editor on November 21, 2025
Jerry Braakman, President and Chief Investment Officer, and Jason Nerio, Director of Investment Research and Strategy, share their insight on current business cycles and market trends. Watch this video to learn more. Recorded: November 12, 2025 Speakers: Read More

Investment Webinars

Tax-Advantaged Real Estate Solutions with First American: 1031 Exchanges, DSTs & UPREITs

By Trust Matters Editor on October 30, 2025
Maximize your real estate strategy with confidence, trust and full service. First American’s unique structure and deeply rooted real estate experience gives us the competitive edge in providing full support in every phase of your real estate investment. Read More

Investments

Market Review Q3 2025 & Outlook

By Trust Matters Editor on October 30, 2025
U.S. equity and financial markets delivered strong performance in Q3-2025, buoyed by renewed optimism about monetary easing, solid corporate earnings, and AI-related enthusiasm on the back of massive data center and semiconductor investment. The performance was impressive considering markets overcame a series of underlying risks, including ... Read More

Investments

Year-End Tax Planning Considerations for 2025/2026

By Trust Matters Editor on October 29, 2025
David Yoo, Director of Tax and Financial Planning, and Beth Vasquez, Chief Fiduciary Officer and Legal Counsel of First American Trust, discuss tax planning, strategies, and what to prepare for before year end and in the following tax year. Read More

Investments

Q3 Investment Update (recording): Market Review and Outlook

By Trust Matters Editor on August 19, 2025
"We're still constructive on the fixed income side, especially if the Fed has maybe peaked in rates here and looking to cut. That could be supportive of bond prices as well," said Jerry Braakman. Jerry Braakman, President and Chief Investment Officer, and Scott Dudgeon, Director of Equity Research, share their insight on current business cycles ... Read More

Investment Webinars