Spotlight on First American Trust

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In the News

April 21, 2015
U.S. Stocks Fall on Mixed Earnings
Source: The Wall Street Journal

Story features commentary from Jerry Braakman.

April 21, 2015
S&P 500, Dow Erase Gains after Barrage of Earnings
Source: MarketWatch

Story features market commentary from Jerry Braakman.

April 14, 2015
Why Some European Equities Offer Better Value than U.S. Stocks
Source: Mainstreet.com

The article features commentary from Jerry Braakman.

February 17, 2015
Source: WealthManagement.com Trusts & Estates

The article is written by Kimberly Bernatz.

January 20, 2015
U.S. Stocks Eke Out Gains After Choppy Session
Source: The Wall Street Journal

The article features commentary from Jerry Braakman.

December 28, 2014
On the Move
Source: Orange County Register

Announcement of Kimberly Bernatz appointment to Philharmonic Society Board of Directors.

December 18, 2014
Dow Industrials Have Their Best Day in Three Years
Source: Associated Press

Market update that includes commentary on Oracle from Jerry Braakman. The story appeared in the New York Times, LA Times, ABC News, US News & World Report, The Washington Post, Yahoo News and many other publications.

December 15, 2014
U.S. Stocks Tumble; Dow Falls More Than 300 Points
Source: The Wall Street Journal

Article about the week's stock market quotes Jerry Braakman.

December 10, 2014

First American Trust Expands into Nevada, Broadening the Reach of its Services and Offering Enhanced Asset Protection.

December 01, 2014

First American Trust Celebrates 20 Years of Fiduciary Excellence, Philanthropy in San Diego.

November 29, 2014
Good Works
Source: Orange County Register (Print)

News brief about First American Trust's sponsorship of the Walk to End Alzheimer's.

November 15, 2014

First American Trust is new presenting sponsor of Walk to End Alzheimer's Nov. 15 at Angel Stadium of Anaheim.

November 11, 2014
Up Slightly, Markets Manage to Close Again on a High Note
Source: Associated Press

Jerry Braakman's commentary on the strengthening of the economy. The story also appeared in The New York Times, Los Angeles Times, Washington Post, Yahoo! News and Daily Finance among other publications.

November 10, 2014
Stocks Push Farther Into Record Territory
Source: The Wall Street Journal

Jerry Braakman's stock market commentary, including thoughts on U.S.-based energy companies. The story also appeared in Nasdaq and Morningstar among other publications.

October 24, 2014
Advanced Tax Strategy to Avoid State Income Taxes
Source: Huffington Post

Neil Schoenblum, Sr. VP at First American Trust is quoted in this article.

October 17, 2014
U.S. Stocks Surge After Recent Selloff
Source: The Wall Street Journal

Jerry Braakman's comments on this week's sell-off.

September 23, 2014
Alibaba Puts Wind at Markets Back
Source: The Wall Street Journal

The article features commentary from Jerry Braakman.

September 11, 2014
Should You Be Spooked to Buy Stocks in September and October?
Source: MainStreet.com

The article features commentary from Jerry Braakman speaking about the active IPO market and broader national economy. Story appeared online as well.

September 05, 2014
S&P 500 Hits Record on Dividend Stocks, Ukraine
Source: Associated Press

The article reports on the days stock market activity with commentary from Jerry Braakman. It was picked up by a variety of national publications, including the Washington Post.

August 26, 2014
S&P 500 Pushes to Another Record
Source: The Wall Street Journal

The article features commentary from Jerry Braakman.

Above news articles can be found in print or online editions.