In his 2025 Q3 Review, Chief Investment Officer Trey Willerson analyzes strong equity performance, shifting rate expectations, and valuation risks shaping investor outlooks.
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2025 Q3 Review
In his 2025 Q3 Review, Chief Investment Officer Trey Willerson analyzes strong equity performance, shifting rate expectations, and valuation risks shaping investor outlooks.…
TRB Welcomes: Guillermo Gómez, International Banking Factoring Officer
TRB welcomes Guillermo Gómez as International Banking Factoring Officer, leading the launch of its new factoring division from Harlingen headquarters.…
A Fiduciary First: Ricardo Garcia on Stewardship, Strategy, and Client Trust in South Texas
Ricardo Garcia exemplifies fiduciary stewardship—prioritizing clarity, discipline, and trust to help South Texas clients achieve lasting financial confidence and purpose.…
TRB Welcomes: Michael Costa, Director of International Wealth Management
TRB names Michael Costa Senior Advisor to lead international wealth strategy and support cross-border client growth.…
TRB Welcomes: Darren Hem, Associate Client Advisor in Houston
TRB Trust & Wealth names Darren Hem Associate Client Advisor to deliver integrated wealth strategies for high-net-worth families.…
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.…
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%.…
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…
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.…
2024 Review: Yields, the Fed, and Fiscal Uncertainty
Over five years, U.S. Treasury yields have fluctuated due to quantitative easing, deficit spending, and Fed policy. Higher yields boost fixed-income returns but raise borrowing cost concerns. As rates rise despite Fed easing, the bond market’s influence on policy grows.…
2024 Review: Politics, Markets, and the Election
The 2024 election delivered rare clarity, fueling high market expectations despite political and economic challenges. While deregulation and tariffs shape policy, market impacts remain uncertain.…