Houston, Texas—Joe Klein joins TRB Trust and Wealth Management as Wealth Management Advisor, bringing more than two decades of experience in investment strategy, financial planning, and relationship management. Based in Houston, Klein will focus on advising high-net-worth individuals, business owners, and families while supporting the continued growth of TRB’s presence in the Greater Houston region. Throughout […]
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Joe Klein Joins TRB Trust and Wealth Management
Houston, Texas—Joe Klein joins TRB Trust and Wealth Management as Wealth Management Advisor, bringing more than two decades of experience in investment strategy, financial planning, and relationship management. Based in Houston,…
2025 Q1 Review: Part III – Tariffs
Looking beyond the first quarter, the scale and scope of the worldwide tariffs that Donald Trump announced on April 2 took investors by surprise, and the market reaction has been…
Trust and Wealth Management 2025 First Quarter Review
In the 2025 Q1 Review, Chief Investment Officer Trey Willerson dissects a volatile start to the year, marked by steep equity losses, shifting yield expectations, and the early impact of sweeping U.S.…
Advocating for the Rio Grande Valley: McAllen Day in Austin
McAllen Day in Austin brought city officials, business leaders, and community partners to the Texas Capitol to advocate for key issues affecting McAllen and the greater Rio Grande Valley. Led…
2025 Q1 Review: Part II – Yields and the Fed
The benchmark US Treasury yield has been unusually volatile, pushing to 4.8% during the first quarter, near its 5% high, then dropping steadily through March, ending the period at 4.2%.…
TRB Welcomes Marco Moreno as Relationship Manager in McAllen
McAllen, Texas—Texas Regional Bank (TRB) has announced the addition of Marco Moreno as Vice President and Relationship Manager, joining the lending team at TRB’s 10th Street location in McAllen. With…
2025 Q1 Review: Part I – Counter-trend Performance
The trends that have driven portfolio performance over the last two years shifted abruptly in the first quarter. The small group of stocks that we have referred to interchangeably as…
TRB Names Brittni Young Market President in Johnson City
Johnson City, Texas—Texas Regional Bank (TRB) appoints Brittni Young as Market President for its Johnson City location, where she will lead the branch’s continued growth and deepen TRB’s presence in…
TRB Supports Brownsville’s 88th Annual Charro Days
Texas Regional Bank (TRB) Supports the 88th Annual Charro Days, a cherished tradition in Brownsville, Texas that celebrates the region’s deep-rooted cultural heritage. With a $10,000 donation and hosting the…
Honoring Service: John Wells and TRB’s Commitment to Fredericksburg
The Fredericksburg Chamber of Commerce has named John Wells as its 2024 Volunteer of the Year. This prestigious award, selected by the Chamber President and Board of Directors, recognizes individuals…
TRB Insurance Welcomes Jorge Garcia as Personal Lines Practice Leader
Harlingen, Texas—TRB Insurance, a wholly owned subsidiary of Texas Regional Bank (TRB), has appointed Jorge Garcia as Senior Vice President, Personal Lines Practice Leader. Based at TRB’s corporate office in…
2024 Review: Market Concentration and Valuation
The Elite 8 stocks drove much of the S&P 500’s 2024 gains, highlighting concerns over market concentration and high valuations. As past trends show, extreme valuations can impact long-term returns.…