Join us for a webinar featuring our President, Jerry Braakman, and our executive guest speaker, Mark Doyle, a Partner at TLD Law, LLP. They will discuss the importance of estate planning for business owners and high-net-worth individuals and provide ad... 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:

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... 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."