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 Lower, Yields Rise After Powell's Hawkish Remarks

By Trust Matters Editor on August 31, 2022

“They’re not so concerned about heading into a recession as they are in combating inflation—so that makes for a very dangerous setup,” said Jerry Braakman, president and chief investment officer of First American Trust in Santa Ana, California.”
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Investments

Mechanics And Strategies For Resolving Trust Disputes

By Trust Matters Editor on August 25, 2022

Join us for a CE course for estate planning attorneys and CPAs. A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. For... Read More›

Continuing Education

Q3 Investment Update (Recording): Bear Market Bounce Or Starting A New Bull Market?

By Trust Matters Editor on August 16, 2022

"…If you try to book an airline ticket, it's still quite expensive, and that's why it doesn't feel like a recession yet. Hopefully we don't get there. Technically, we may be in one, but it doesn't really feel like it because nominally things are still ... Read More›

Investments Investment Webinars

4 Ways To Ease The Bear Market’s Pain

By Trust Matters Editor on August 3, 2022

“What you don’t want to do is panic and harm your long-term finances by making portfolio moves driven by fear and emotion that will put you deeper in a hole. What’s past is past. Your job is to minimize the damage of the market downturn and look ahead.... Read More›

Investments

Compounding Complications In Charitable Giving

By Trust Matters Editor on August 2, 2022

Join us for a CE course for estate planning attorneys and CPAs. Outside the context of outright gifts o... Read More›

Continuing Education

Gift Now Before Time Runs Out

By Trust Matters Editor on July 28, 2022

Our tax laws are in a state of flux. Among many potential changes is the possibility of losing a large portion of the $12.06 million (or the $24.12 million for a married couple) estate and gift tax exemption along with other tried and true gifting stra... Read More›

Investments

Market Review Q2 2022

By Trust Matters Editor on July 28, 2022

The first half of 2022 was the worst stretch for markets in almost 50 years, with a significant sell-off in stocks and bonds. All major asset classes are down for the year except commodities, although signs of commodity weakness are also beginning to m... Read More›

Investments

Wall Street Ends Winning Week With Mixed Close On Jobs Data

By Trust Matters Editor on July 11, 2022

“You can’t just raise rates and reduce the balance sheet without it doing the opposite of what it did before,” said Jerry Braakman, chief investment officer of First American Trust. “When you do th... Read More›

Investments

Estate Planning For Business Owners & High-net-worth Individuals: Strategies And A Review Of New Laws (recorded)

By Trust Matters Editor on June 30, 2022

Jerry Braakman and our executive guest speaker, Mark Doyle, discuss the importance of estate planning for business owners and high-net-worth individuals and provide additional insight on the following topics:

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Executive Webinar

Post-mortem Planning And Strategies

By Trust Matters Editor on June 29, 2022

Join us for a CE course for estate planning attorneys and CPAs. Planning and maneuvering to reduce or eliminate taxes aren’t just for... Read More›

Continuing Education

5 Mistakes To Avoid In A Bear Market - Usa Today

By Trust Matters Editor on June 14, 2022

“One of the biggest money mistakes that investors make in a bear market is thinking they can pick the bottom,” says Jerry Braakman, President and Chief Investment Officer. He also states, “another big mistake that investors make in a bear market is mov... Read More›

Investments

To Whom And When Does An Estate Planner Owe Duties?

By Trust Matters Editor on May 31, 2022

Join us for a CE course for estate planning attorneys and CPAs. The technical intricacies of estate planning are tough enough, but th... Read More›

Continuing Education