Download Full PDF Learn More: TRB Trust & Wealth Management The S&P 500 fell -4.3% in the first quarter, joined by the Nasdaq and Dow Jones Industrial Average with declines of -7% and -3.2%, respectively. Small- and mid-capitalization indices fared better, with gains of +0.9% from the Russell 2000 Small Cap Index and +1.29% from […]
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TRB Trust & Wealth Management – 2026 First Quarter Review & Market Update
Download Full PDF Learn More: TRB Trust & Wealth Management The S&P 500 fell -4.3% in the first quarter, joined by the Nasdaq and Dow Jones Industrial Average with declines…
Advisory Note on Department of Labor’s 401(k) Alternative Investment Proposal
The Department of Labor proposes allowing alternative investments in 401(k) plans. Here’s what fiduciaries should consider.…
Texas Regional Bank Trust & Wealth Management Welcomes Cody Drake Perez as Wealth Management Advisor in Brownsville
Texas Regional Bank names Cody Drake Perez as Wealth Management Advisor, expanding Trust & Wealth services in Brownsville.…
Texas Regional Bank Trust & Wealth Management Welcomes Elena Pappas as Trust Officer in Houston
Texas Regional Bank appoints Elena Pappas as Trust Officer, strengthening Trust & Wealth Management services in Houston.…
2025 Fourth Quarter Market Review & 2026 Investment Outlook
In his 2025 Q3 Review, Chief Investment Officer Trey Willerson analyzes strong equity performance, shifting rate expectations, and valuation risks shaping investor outlooks.…
Texas Regional Bank Trust & Wealth Management Welcomes Hunter Layne, CFP®, CRPC® as Senior Wealth Advisor in Houston
TRB Trust & Wealth Management welcomes Hunter Layne, CFP®, CRPC®, as Senior Wealth Advisor in Houston, strengthening discretionary investment management for high-net-worth families and institutions.…
Discipline Over Headlines: Michael Baldermann on Education, Risk, and Client Confidence
Michael Baldermann of TRB Trust & Wealth Management helps clients navigate markets with discipline, risk management, and education.…
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.…
Texas Regional Bank 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.…