We’re looking forward to connecting with you at the 2022 ALTA ONE conference October 11-14 in San Diego, CA.Read More›
Jerry Braakman, president and chief investment officer of First American Trust in Santa Ana, Calif., said he is seeking safety in the U.S. Treasury bonds, cash and defensive stock sectors this year. He isn’t looking to add to his international equity e... Read More›
“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.”
"…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›
“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›
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›
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›
“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›
“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›
“...It's obviously a difficult time for the markets and part of that is our economy is a little bit in transition...not just our economy, but a global economy as well...,” stated Jerry Braakman.
Jerry Braakman, President and Chief Investment Off... Read More›
“In a lot of ways, it’s following a typical playbook,” said Jerry Braakman, chief investment officer and president of First American Trust in Santa Ana, California.
To Jerry Braakman, chief investment officer and president of First American Trust, it makes sense the market has dropped almost 15% since the start of the year. “Stocks trade on the future,” he sai... Read More›