Trust and Wealth Management 2024 Mid-Year Review

Trust and Wealth Management 2024 Mid-Year Review

July 31, 2024

In the 2024 Mid-year Review, Chief Investment Officer Trey Willerson analyzes market and economic trends in the first half of 2024 while assessing significant opportunities and projections for quarters three…

TRB Trust and Wealth Management Rebrand

TRB Trust and Wealth Management Rebrand

July 26, 2024

Texas Regional Bank is merging two of its service divisions. Moving forward, the bank’s Trust Division and its Wealth Management Services are rebranding into a single division known as TRB…

What Is a Portfolio Line of Credit

What Is a Portfolio Line of Credit

August 29, 2023

When it comes to brokerage accounts, many people think they're only for investing. But did you know there's another advantage to having a brokerage account? It's called a portfolio line…

Estate Planning in Texas

Estate Planning in Texas

July 7, 2023

What is Estate and Estate Planning? An estate comprises the net worth of your land and real estate, possessions, financial securities, cash, and any other assets you might own. Estate…

The Importance of Having a Trust

The Importance of Having a Trust

June 20, 2023

What is a Trust? A trust designates a third party (a trustee), to hold assets (real estate, vehicles, clothing, jewelry, and other personal belongings or title assets) on behalf of…