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.

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›


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›


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›


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›


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›


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›


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›


Stock Rally Hits a Wall; QQQ Gains in Late Trading: Markets Wrap

By Trust Matters Editor on January 31, 2023

“It’s almost like people are trying to project forward toward the end the Fed tightening policy and trying to find a bottom here and a new bull-market rally,” said Jerry Braakman, chief investment officer of First American Trust. “But that’s in light o... Read More›


S&P 500 Notches Five-Day Losing Streak as Investors Mull Path for Rates

By Trust Matters Editor on December 8, 2022

“How long can the consumer stay strong in light of this monetary policy? said Jerry Braakman, president and chief investment officer of First American Trust in California."

Read more about why investors are... Read More›


Q4 Investment Update (Recording): Navigating the Economy and Outlook for Positively Performing Sectors

By Trust Matters Editor on November 8, 2022

Jerry Braakman, President and Chief Investment Officer, and Jason Nerio, Director of Investment Research & Strategy share their insight on current business cycles and market trends. Watch this video to learn more about the following topics:

Read More›

Investments Investment Webinars

Market Review Q3 2022

By Trust Matters Editor on October 26, 2022

After the worst first-half performance for markets in almost 50 years, the third quarter of 2022 got off to a strong start driven by a “peak inflation” and “peak Fed hawkishness” narrative. Stocks and bonds rallied in tandem throughout July and into Au... Read More›


What's the Outlook for the Housing Market Potential for the Rest of 2022?

By Trust Matters Editor on October 26, 2022

Housing market potential sagged to its lowest point since May 2020 in September, falling 3.6 percent from August to an estimated 5.38 million at a seasonally adjusted annualized rate (SAAR). Year over year, the market potential for existing-home sales ... Read More›

Economy Housing Investments