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.

Gold’s moves show ‘Fed policy trumps geopolitics’ in the futures market

By Trust Matters Editor on January 8, 2024
"While the Fed has broadcast that the federal funds rate is likely to drop later this year, Friday’s jobs report “supports the soft landing and higher-for-longer stance many were hoping for,” he said. “That’s not positive for gold,” as the metal normally reacts best to lower rates, a weaker dollar, and slower economic growth, Braakman told ... Read More


Year-End Tax Planning and Other Important Considerations for 2023/2024

By Trust Matters Editor on December 7, 2023
First American Trust’s David Yoo, Director of Tax and Financial Planning, and Beth Vasquez, Chief Fiduciary Officer and Legal Counsel, discuss topics related to tax planning, strategies, and what to prepare for in the following tax year. Watch the recording below from our Executive Webinar Series to learn more about the following: Year-end tax ... Read More

Executive Webinar

Q4 Investment Update (recording): A Review of the Current Market and the Implications of Recent Inflation and Interest Rates Movements

By Trust Matters Editor on November 16, 2023
“...the S&P 500 has had a strong year on the back of an almost opposite effect last year….the S&P kind of hit a high right at the end of 2021 and then was in a bear market last year where values came down. And then, partly through this year, it started rebounding,” stated Jerry Braakman. Jerry Braakman, President and Chief Investment ... Read More

Investment Webinars

Defusing Disaster

By Trust Matters Editor on October 31, 2023
Decedents sometimes leave an estate plan that creates more problems than it solves. Under the laws of most states, various judicial and nonjudicial options exist with which to repair estate planning defects after-the-fact. It is important to our practices that we have a comprehensive understanding of the following potential solutions: Trust ... Read More

Continuing Education

Market Review Q3 2023

By Trust Matters Editor on October 27, 2023
The second half of the year got off to a rocky start as equities suffered a broad decline in Q3-2023 as technology stocks came off the boil and market interest rates spiked. The market narrative shifted away from the much talked about “soft-landing” as continued economic strength and slowing disinflation forced investors to contemplate what ... Read More


Fortune Best Workplaces for Women™ 2023

By Trust Matters Editor on October 25, 2023
We are proud to be named to the Fortune Best Workplaces for Women™ 2023 list. Read More

Company News

EV Maker Lucid’s $338,000 Loss Per Car Is Turning Investors Off

By Trust Matters Editor on October 10, 2023
“Lucid is well below the pace needed to hit even 10,000 cars this years, and that’s why they continue to bleed money,' Jerry Braakman, chief investment officer at First American Trust, said in an interview. 'The stock will continue to be challenged until they can show that they have made a significant progress in the number of units sold'... Read More


Dow’s 2023 Gains Are Wiped Out as Bond Yields Rise

By Trust Matters Editor on October 5, 2023
"Jerry Braakman, chief investment officer of First American Trust of Santa Ana, Calif., said he has been looking for bargains among healthcare and energy stocks, which trade at lower prices relative to future earnings than the big technology stocks that had fueled this year’s rally. But the firm has also beefed up its allocation to cash. Read More


A Post-Pandemic, Post-Inflation New Beginning? The Outlook for the Real Estate Market (recorded)

By Trust Matters Editor on September 27, 2023
After the uncertainties that followed the Covid-19 pandemic, many were left wondering about the fate of the economy and the future of the real estate market. Odeta Kushi, Deputy Chief Economist for First American Financial Corporation, explores a variety of factors that are shaping the real estate market of 2024. Watch the recording from September ... Read More

Executive Webinar

Tesla Got an $80 Billion Boost From Analyst Call. Not Everyone Buys It

By Trust Matters Editor on September 13, 2023
“Could Dojo or the full-self-driving technology it empowers be worth $500 billion? Sure, but the key there is ‘if’ it is actually successful,” Jerry Braakman, Chief Investment Officer at First American Trust, said in an interview. “We think that is a big ‘if,’ as replicating the human brain is really complicated.” First American holds about $4.4 ... Read More


Fortune Best Workplaces in Financial Services & Insurance

By Trust Matters Editor on September 11, 2023
We are proud to be named to the Fortune Best Workplaces in Financial Services & Insurance list for 2023. Thank you to those whose dedication to creating a workplace culture that prioritizes People First helped us earn this award. Read More

Company News

Join First American Trust at ALTA ONE 2023!

By Trust Matters Editor on September 5, 2023
We’re looking forward to connecting with you at the 2023 ALTA ONE conference October 10-13 in Colorado Springs, CO. Read More