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›

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›

Higher mortgage rates have reduced affordability and cooled the housing market, while economic uncertainty has added to buyer hesitation. Watch Odeta Kushi, Deputy Chief Economist for First American Financial Corporation, discuss the state of the nation’s economy and housing market. This recorded session focuses on the health of the U.S. economy, ... Read More›

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: Read More›

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: Read More›

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›

After a difficult year like 2020 along with the pandemic, we are all wondering where the market is now and where it is headed. Many ask if there will be market growth, but the real question should be "how fast is it going to grow." Read More›