Recent Posts by Trust Matters Editor
Dealing With a 'Bad' Trustee
By
Trust Matters Editor on November
15, 2021
Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee's shortcomings may result from his or her having insufficient trust administration expertise and/or a confrontational attitude towards ...
Read More›
Q4 Investment Update (webinar): Strong Earnings Profile, Strong Market and Recovering Economy
By
Trust Matters Editor on November
9, 2021
"The market is forward looking and as we are getting through this last Covid variant bubble in the economy, we'll start seeing more and more improvement. The market is liking that, the companies are liking that. Almost all earning sectors have surprised the expectations of analysts with an overall earnings growth," says Jerry Braakman.
Read More›
We're Hiring! Information Technology Product Owner
By
Trust Matters Editor on November
5, 2021
First American Trust IT Solutions is seeking a Certified Product Owner with 3 -5 years’ experience to join our growing team, one who is passionate about Agile, possesses an Agile mindset and understands the significant role a Product Owner has in maximizing the value produced by the team. The Product Owner will work with Business Owners, Clients ...
Read More›
Corona-Economy and the State of the Housing Market (Webinar)
By
Trust Matters Editor on November
3, 2021
While the pandemic driven recession was the shortest in modern American economic history, the depth was historic! In this presentation, we take a look at how this recession was different and how the recovery is measuring up. It’s also important to note that, while at the heart of the last recession, this time was different for the housing market. ...
Read More›
Congratulations to 2021 People First Award Honorees
By
Trust Matters Editor on November
1, 2021
Congratulations to Giselle Reyes and RaeLynn Carr for being selected as 2021 People First Award honorees. This award honors employees who personify our values of teamwork, commitment, service, integrity and leadership. Giselle is an essential component of our liaison team within the Wealth Management Department. Giselle continuously goes above and ...
Read More›
Wall Street Falls as Surging Bond Yields Hammer Tech Shares - REUTERS
By
Trust Matters Editor on September
28, 2021
“So when you look at what's happening currently, we're starting to, definitely from a global perspective, rolling off a COVID curve, we've got rates going up and we've got reopening and economically sensitive or cyclical stocks taking the lead again," stated Jerry Braakman, Chief Investment Officer.
Read More›
Evergrande Meltdown Ensnares Stocks With Little China Links - Bloomberg
By
Trust Matters Editor on September
20, 2021
“China is still a huge demand-driver for basic commodities because they’re doing all the manufacturing for us,” says Jerry Braakman, Chief Investment Officer for First American Trust. Read more about Jerry's thoughts regarding the Evergrande debt crisis and why it makes sense that commodities would decline in this article by Bloomberg.
Read More›
Q3 Investment Update (Webinar): Unemployment rates are up
By
Trust Matters Editor on August
17, 2021
The Quarterly Investment Update is a live webinar that features First American Trust's review and analysis of fixed income, equity markets and the economy.
Read More›
Q2 Investment Update (Webinar): Road to Recovery
By
Trust Matters Editor on May
18, 2021
The Quarterly Investment Update is a live webinar that features First American Trust's review and analysis of fixed income, equity markets and the economy. Jerry Braakman, EVP & Chief Investment Officer, and Jason Nerio, Director of Investment Research & Strategy, share their insight on current business cycles, market trends and our ...
Read More›
First American Named to Fortune 100 Best Companies to Work® For List
By
Trust Matters Editor on April
12, 2021
We are proud to share that First American has been named to the Fortune 100 Best Companies to Work For® list for the sixth consecutive year.
Read More›
Influences in the Financial Market and Its Impact (Webinar)
By
Trust Matters Editor on March
9, 2021
After a difficult year like 2020 along with the pandemic, we are all wondering where the market is now and where it is headed. Many ask if there will be market growth, but the real question should be "how fast is it going to grow."
Read More›
Q1 Investment Update (Webinar): Impacts of a COVID Economy
By
Trust Matters Editor on February
16, 2021
The Quarterly Investment Update is a live webinar that features First American Trust's review and analysis of fixed income, equity markets and the economy.
Read More›