How Inflation Reshapes Diversification and the 60/40 Portfolio
By
Trust Matters Editor on May
19, 2026
One of the biggest market shifts in recent years is the resurgence of elevated inflation. This risk is prompting investors to pay closer attention to how risk assets move together. This relationship is known as correlation, and it is not a steady one. It changes depending on the inflation environment, and that has real consequences for the ...
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Market Review Q1 2026 and Outlook
By
Trust Matters Editor on May
19, 2026
The first quarter of 2026 presented a markedly different environment from the strong and broadly supportive backdrop that characterized much of 2025 and the early part of 2026. Financial markets entered the year with constructive momentum, supported by resilient economic data, solid corporate earnings, and expectations for a continued easing cycle ...
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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.
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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.
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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 ...
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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.
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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 ...
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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 ...
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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:
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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.
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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 ...
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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.
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