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.

Fast Company - Best Workplace for Innovators 2023

By Trust Matters Editor on July 11, 2023

We’ve been at the forefront of real estate innovation for decades. Today, we’re one of the top 100 global leaders recognized for encouraging and developing innovation at all levels.

Click below to see the full list of companies on Fast Company.... Read More›

Company News

2-Year Treasury Yield Carves Out Another Three-Month High After Global Central Banks Hike Rates

By Trust Matters Editor on June 23, 2023

Powell’s comments this week “are indicative that the Fed wishes to continue the process to slow the inflation in the economy,” said Jerry Braakman, president and chief investment officer of First American Trust. “We believe that we have likely se... Read More›

Investments

Market Review Q1 2023

By Trust Matters Editor on June 6, 2023

Global markets produced gains for the first quarter despite a turbulent March end. All three major market indices advanced with improving sentiment toward tech stocks, especially large-cap names, in the face of additional Federal Reserve tigh... Read More›

Investments

Decoupling Is the Ultimate Missed Expectation

By Trust Matters Editor on May 18, 2023

“There’s definitely a slowdown in that retail consumption,’’ said Jerry Braakman, chief investment officer of First American Trust. “But the consumer, in response to still a strong labor market, has been holding in there. Where the consumer goes, ourRead More›

Investments

Why First American Trust’s Chief Investment Officer Sees No Quick End To Regional-Bank Turmoil

By Trust Matters Editor on May 2, 2023

‘Banks of all sizes have liquidity risk in a bank run scenario,’ said First American Trust’s Jerry Braakman

“We do not think the turmoil is done running its course. As we saw from [this week’s] GDP release, overall economic activity is wea... Read More›

Investments

First American Awarded a Great Place to Work

By Trust Matters Editor on April 11, 2023

Excited to announce that for the eighth year in a row, First American has been recognized as 100 Best Companies to Work For® in the U.S. by Great Place to Work US® Institute in partnership with Fortune Magazine! #100BestCos

{{cta('0a7187da-7eff-... Read More›

Investments

Tesla Is Losing a Big Force Behind This Year’s Rally

By Trust Matters Editor on March 28, 2023

Retail traders are pulling back on Tesla Inc. shares this month over a recent investor day and the overall health of the economy.

Additionally, there are concerns over another price cut on its most expensive cars. Competitors typically follow Te... Read More›

Investments

Stocks Gain on Hopes for First Republic Rescue

By Trust Matters Editor on March 20, 2023

Jerry Braakman, president and chief investment officer said he “expects bigger banks to emerge as one of the beneficiaries from this crisis. Depositors are already moving money out of regional banks to national banks, which can help shore up liquidity ... Read More›

Investments

S&P 500 Haters Now Make Enough in Treasuries to Bid Stocks Farewell

By Trust Matters Editor on March 8, 2023

“We think we’re headed into economic deterioration and the current volatility in the market is enough for us to be very cautious in equities, and you’re getting paid in the meantime to wait with cash. So we do think it’s an attractive space to be in fi... Read More›

Investments

How Baby Boomers With Real Estate Investments Can Utilize Tools like DSTs, 721 Exchanges and UPREITS for Estate Planning

By Trust Matters Editor on March 6, 2023

According to the 2020 Census the baby boomer generation is estimated at about 73 million with more reaching retir... Read More›

Investments

Tips to Prepare You for Tax Season

By Trust Matters Editor on March 6, 2023

The Internal Revenue Service (IRS) has officially kicked off the 2023 tax filing season and has begun accepting and processing tax returns for tax year 2022 as of January 23, 2023. With tax season underway, there are a few things to think about as you ... Read More›

Investments

Market Review Q4 2022

By Trust Matters Editor on March 6, 2023

Global equities and bonds rose in the fourth quarter of 2022, closing out the worst year in more than a decade. The fourth quarter rally across risk assets was driven by sentiment that inflation has peaked and is decelerating, and thus the Fed's histor... Read More›

Investments