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.

AT&T Shed Media Assets in 2021 and Wants to Add Investors in 2022 - WSJ

By Trust Matters Editor on January 6, 2022
Jerry Braakman, Chief Investment Officer, stated “AT&T looked like their strategy was struggling, so we decided not to continue to ride something down.” First American Trust held AT&T shares for many years but sold them over a year ago in December 2020. Currently, there is a lot of uncertainty about AT&T, especially with their May 2020 ... Read More

Investments

New Leadership at First American Trust

By Trust Matters Editor on January 3, 2022
We are pleased to announce our new executive leadership team for First American Trust. Matt McCreadie has been appointed as the new CEO and Jerry Braakman has been named President. Matt brings over 20 years of experience in various managerial roles. As chief executive officer, he will oversee the strategic direction and corporate operations of our ... Read More

Company News

First American Trust Receives A1/Prime-1 Deposit Ratings for the First Time - Moody's

By Trust Matters Editor on November 24, 2021
We are proud to share that Moody's Investors Service ("Moody's") has assigned first-time A1/Prime-1 deposit ratings to First American Trust, FSB, along with a few other notable ratings. Read More

Company News

Get Ready to Discuss NFTs and Dogecoin at the Thanksgiving Table - Bloomberg

By Trust Matters Editor on November 22, 2021
“The nieces and nephews are talking about it, the aunts and uncles are trying to figure out what it’s about,” said Jerry Braakman. Read More

Investments

S&P 500 Claws Back Losses Amid Gains in Cyclicals: Markets Wrap - Bloomberg

By Trust Matters Editor on November 22, 2021
“Looking at the market today, obviously things that are sensitive to rates” are moving, says Jerry Braakman, Chief Investment Officer. “Tech is showing a little bit of weakness, financials are showing strength. That’s reflective of that move in the yield curve.” Read More

Investments

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

Continuing Education

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

Investments Investment Webinars

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

Company News

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

Executive Webinar

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

Company News

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

Investments

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

Investments