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.

Stocks End Losing Streak As S&p 500 Rallies 2.6% - Wsj

By Trust Matters Editor on March 10, 2022

“People have to be very cautious here in chasing this dip, especially as these economic impacts and fears start affecting our economy as well through consumer confidence,” said Jerry Braakman, President and Chief Investment Officer of First American Tr... Read More›

Investments

New Influences In The Financial Market (recorded)

By Trust Matters Editor on March 9, 2022

UC Irvine Professor Christopher Schwarz, Ph.D. and First American Trust President and CIO, Jerry Braakman discuss a wide range of topics regarding the factors that are shaping our financial world today. Some of the topics include:

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Executive Webinar Investments

Stocks Fall, Oil Leaps As Ukraine Crisis Deepens - Wsj

By Trust Matters Editor on February 28, 2022

“As we continue to isolate Russia because of their actions, there will be some turmoil in the markets,” said President and Chief Investment Officer, Jerry Braakman. The increasing tensions over the invasion of Ukraine is influencing the economy in many... Read More›

Investments

What May Be In Store When The Irs Knocks On Your Door

By Trust Matters Editor on February 25, 2022

Join us for a CE course for estate planning attorneys and CPAs. The federal government has overarching powers to collect tax debts that far surpass the collection mechanisms available to ordinary creditors. Knowing what these powers are an... Read More›

Continuing Education

Q1 Investment Update (recording): 2021 Overview And The Challenging Start To 2022

By Trust Matters Editor on February 17, 2022

“We had an incredible 2021 when we look at U.S. domestic equity market returns, and as we head into the first part of the year it has not been as fun or exciting,” stated Jerry Braakman. “We'll talk through that and explain what is going on, why the ma... Read More›

Investments Investment Webinars

California Probate Code 15800 - The Duty To Account For Remainder Beneficiaries While A Settlor is Alive But Incompetent

By Trust Matters Editor on February 2, 2022

Experienced trust and estate practitioners have all faced situations involving an aging settlor with diminished capacity. Many of us have also experienced the scenario where a settlor's capacity is so diminished that they can no longer effectively mana... Read More›

Continuing Education

Estate Planning For Volatile Assets

By Trust Matters Editor on February 2, 2022

Many individuals hold concentrated positions in volatile assets, such as closely held businesses, some publicly traded securities, precious metals, commodities, cryptocurrencies, etc. These individuals frequently ask, “What -- if any – estate planning ... Read More›

Continuing Education

Market Review Q4 2021 And 2022 Outlook

By Trust Matters Editor on February 2, 2022

Equity markets rounded out a strong 2021 with an impressive fourth-quarter move. All three major market indices had gains of at least 8%, led by the S&P 500. The market move was even more impressive considering the environment. The fourth quarter s... Read More›

Investments

Best Designs For The Exercise Of Discretion By A Trustee

By Trust Matters Editor on January 31, 2022

Join us for a CE course for estate planning attorneys and CPAs. The heart of trust administration is the Trustee’s thoughtful exercise of discretion. Clients and their estate planners rely heavily on the core co... Read More›

Continuing Education

Nasdaq, S&p Finish Worst Week Since Pandemic Onset - Wsj

By Trust Matters Editor on January 21, 2022

The Federal Reserve is expected to raise interest rates even more throughout 2022 and consumer stocks are showing disappointing results. As the stock market declined Friday afternoon, “all risk premium assets—crypto, high leverage, growth names—are bei... Read More›

Investments

Risk Bubbles Are Deflating - Bloomberg

By Trust Matters Editor on January 11, 2022

Jerry Braakman, Chief Investment Officer and President, stated “what we’ve seen in the past when rates move up either through Fed rate-hike expectations being pulled forward or the 10-year moving up, it seems that tech and some of the growth models get... Read More›

Investments

Estate Planning Uses For Life Insurance

By Trust Matters Editor on January 7, 2022

Join us for a CE course for estate planning attorneys and CPAs. Life insurance is an enigma, and much misunderstood, in the estate planning world. Some clients (and their advisors) love it; others hate it. In any event, the thoughtfu... Read More›

Continuing Education